Partner Experience
Transactions and mandates
Institutional Capital Markets (Technical Shield Oversight)
- £500 Million IPO (London Aquis): Technical and financial leadership (CFO) for the public listing of VI Mining Plc, a multi-asset mining operation in Peru.
- Sharon Tang (Series 24) provided strategic advisory services directly to Chinese institutional entities during their transition to US capital markets. As a Partner at J. Streicher & Co.—a 115-year-old Designated Market Maker (DMM) on the NYSE floor—she oversees institutional governance and compliance protocols.
- US$22 Billion Market Cap Oversight (NYSE: STE):Senior financial leadership and forensic reporting for STERIS plc, a global S&P 500 leader.
Regional Private Credit & Infrastructure (Mexico / LatAm)
- Asset-Based Lending (Monterrey, MX): Structuring and execution of specialized Factoring lines for mid-market industrial providers.
- Agri-Export Forensic Mandate (Guadalajara, MX): Forensic Due Diligence (final stage) for an agricultural export operation supplying Tier-1 US Retailers (Whole Foods, Walmart, and Sam’s Club).
- Institutional Sponsoring (NYC Credit Funds): Technical sponsoring and forensic de-risking of mandates for placement with New York Private Credit funds, ensuring compliance with institutional bankability standards.
Strategic M&A & Restructuring
- NYSE/AMEX Financial Leadership: Financial direction (Group CFO) for MGT Capital Investments, managing SEC reporting and institutional de-risking.
- Industrial Platform Alignment: “Forensic Readiness” mapping for industrial assets in the context of institutional investment platform acquisitions in Mexico (+$2.0B AUM).
