Partner Experience
Transactions and mandates
The following transactions and mandates were structured, led, or executed by our Senior Partners and Strategic Allies throughout their careers at leading global financial institutions, including J. Streicher (NYSE), Duxhill Associates (London), and international PLC platforms.
Natural Resources & Infrastructure – (South America & EMEA)
- Mandate: Cross-border IPO and Strategic Asset Acquisition.
- Capital Structured: US$650,000,000 (£500M IPO).
- Scope: Led the IPO process on the LSE NEX market for a multi-national mining group. Managed the acquisition of 6 concessions across Peru and Brazil with individual transaction values up to $62M.
- Outcome: Successfully pivoted the business to a high-yield partnership model to optimize institutional cash flows.
Institutional Asset Management & Fintech – (USA, UK & Mexico)
- Mandate: Strategic Capital Structuring and FCA/SEC Compliance.
- Capital Structured: Multiple Mandates exceeding US$100,000,000.
- Scope: Leveraging the institutional heritage of J. Streicher (NYSE) and London-based Cornerstone FS plc, we led the forensic financial cleanup, eMoney banking license acquisitions, and pre-IPO fundraising for cross-border fintech platforms.
- Outcome: Established “Investment Ready” status for Series A and IPO exits in highly regulated global markets.
Real Estate & Hospitality – (United Kingdom & EMEA)
- Mandate: Debt Advisory and Portfolio Acquisition.
- Capital Structured: US$130,000,000 (£100M Acquisition Bid).
- Scope: Led a pre-bid due diligence and preliminary modeling phase for a private client targeting a collection of UK and EMEA-based leisure and F&B assets.
- Outcome: Managed complex negotiations and bid strategy for large-scale real estate portfolios.
Renewable Energy – Utility-Scale Solar (Colombia)
- Mandate: Equity Structuring & Institutional Bankability Audit (180 MWac).
- Capital Structured: US$45,000,000.
- Scope: Forensic audit of PPAs and land titles to meet European Multilateral (EIB/IDB) standards.
- Outcome: Secured equity financing with global impact funds, providing a Technical Shield that prevented significant developer dilution.
Life Sciences & Digital Health – (Global Markets)
- Mandate: MedTech IPO and International Regulatory Approval.
- Capital Structured: US$225,000,000 (£175M AIM IPO).
- Scope: Drove the fundraising process across the USA, Japan, and China, achieving the UK’s first FDA 510(k) approval for digital cancer detection software.
- Outcome: Successfully scaled the company to international revenues and doubled market valuation post-IPO.
Industrial Real Estate & Nearshoring – (Mexico)
- Mandate: Capitalization for “Build-to-Suit” Industrial Logistics Network.
- Capital Structured: US$65,000,000.
- Scope: Structured a cross-border vehicle to capture manufacturing demand in the Mexico-US corridor. Specialized in Waterfall optimization to protect GP equity.
Technology & SaaS – Strategic Exit – (UK)
- Mandate: MedTech IPO and International Regulatory Approval.
- Capital Structured: US$225,000,000 (£175M AIM IPO).
- Scope: Drove the fundraising process across the USA, Japan, and China, achieving the UK’s first FDA 510(k) approval for digital cancer detection software.
- Outcome: Successfully scaled the company to international revenues and doubled market valuation post-IPO.
