Sector Expertise
With 80+ years of collective Capital Markets experience across multiple industries, our Bankers have the expertise to know the nuances of your business and help you circumnavigate the capital markets.
ENERGY TRANSITION
ENERGY TRANSITION
◦ Electricity storage
◦ Electric vehicles
◦ Electric mobility
◦ Low carbon fuels
◦ Renewable power
◦ Power infrastructure
◦ Energy transition finance
◦ Electricity storage
◦ Electric vehicles
◦ Electric mobility
◦ Low carbon fuels
◦ Renewable power
◦ Power infrastructure
◦ Energy transition finance
SUSTAINABILITY / CIRCULAR ECONOMY
SUSTAINABILITY / CIRCULAR ECONOMY
◦ Waste-to-value processes
◦ Recycling-to-value processes
◦ Material efficiency
◦ Plant-based materials
◦ Materials substitution
◦ Eco-Design
◦ Sustainable food production
◦ ESG Linked Financing (Green Bonds)
◦ Waste-to-value processes
◦ Recycling-to-value processes
◦ Material efficiency
◦ Plant-based materials
◦ Materials substitution
◦ Eco-Design
◦ Sustainable food production
◦ ESG Linked Financing (Green Bonds)
METALS & MINING
METALS & MINING
◦ Copper
◦ Uranium
◦ Precious metals
◦ Specialty electric metals
◦ Copper
◦ Uranium
◦ Precious metals
◦ Specialty electric metals
OIL & GAS
OIL & GAS
◦ Drilling / JV capital for PUDs
◦ PDP lending / securitization
◦ Acquisition capital / advisory
◦ Recapitalizations – debt + equity
◦ Mid-stream ABL + JV financing
◦ Drilling / JV capital for PUDs
◦ PDP lending / securitization
◦ Acquisition capital / advisory
◦ Recapitalizations – debt + equity
◦ Mid-stream ABL + JV financing
REAL ESTATE
REAL ESTATE
◦ Development equity for multi-family rental / condo
◦ Development equity for SFR / BTR rental
◦ Capital formation for real estate sponsors
◦ Sponsor advisory
◦ Go private transactions
◦ M + A, recapitalizations, restructurings
◦ Secondary transactions for minority / LP interests
◦ Development equity for multi-family rental / condo
◦ Development equity for SFR / BTR rental
◦ Capital formation for real estate sponsors
◦ Sponsor advisory
◦ Go private transactions
◦ M + A, recapitalizations, restructurings
◦ Secondary transactions for minority / LP interests
TECH-ENABLED
TECH-ENABLED
◦ Internet of things
◦ Energy tech
◦ Mining tech
◦ Fin tech
◦ Property tech
◦ Health tech
◦ Advertising tech
◦ Agricultural tech
◦ Internet of things
◦ Energy tech
◦ Mining tech
◦ Fin tech
◦ Property tech
◦ Health tech
◦ Advertising tech
◦ Agricultural tech
Client Profile
Who we work with.
Operating Companies
Private or Public
Emerging and mid-market
Development stage
De-risked venture stage to early growth stage
Existing or Contracted Revenues
$10,000,000 - $100,000,000+
Project-Based Financing
Revenue Visibility
Offtake or tangible merchant market
Permitting visibility
Vetted pathway
Process Efficacy
Proven or piloted technology
Our Capabilities
What we do.
Debt Capital Raising
- Asset-based Lending
- Non-Recourse Project Financing
- Senior-secured, Mezzanine, Subordinated
- Programmatic Acquisition Facilities
Financial Advisory
- Strategic Review
- Capital Markets Strategy
M&A Advisory
- Strategic Alternatives Review
- Sell-side or Buy-side
- Fairness Opinion
Equity Capital Raising
- Private Placements, OM, Prospectus Offering
- Quasi-equity Securities (convertibles)
- Growth / Acquisition Capital
- Royalty Financing
Go-public Transactions
- RTO
- IPO
- Preparation
- Sponsorship
Our Approach
01 | Be there when it counts
- We provide financing + advice at each key juncture of our clients’ growth journey
- We mitigate funding anxiety faced by entrepreneurs, allowing them to focus on growth
02 | Offer broad capabilities
- We execute financings across the whole balance sheet as well as off balance sheet
- We provide wide support aimed at improving our clients’ financeability + valuation
- Execution capabilities across the corporate lifecycle – IPO / RTO, M+A Advisory, Financial Advisory
03 | Go deep with a few
- We work with a limited number of high-conviction clients
- We go deep to understand our client business thoroughly
- We dedicate the required resources to achieve client success
Transaction History
Dedicated to the Long-Term Success of Clients.
-
US$5,000,000
Private Placement of Equity-Linked SecuritiesSole Agent
June 2023 -
$39,500,000
Private Placement of Preferred SharesSole Agent
June 2023 -
Merger with
M&A Advisor
June 2023 -
$5,000,000
LIFE Offering of UnitsCo-Lead
June 2023