Overview

An advanced-stage lithium project in the Salta province of Argentina was seeking growth equity to complete infrastructure development and secure offtake agreements. The asset was strategically located within the Lithium Triangle and had completed pre-feasibility work, but lacked access to international institutional capital. The company engaged us under a monthly advisory retainer to lead the raise, position the story for ESG-conscious investors, and manage the full process from prep to close.

Our Approach

Advisory Mandate & Retainer Structure
• Signed on a 3-month initial mandate with a monthly retainer to build the investor materials, outreach roadmap, and financial model. Success fee contingent on capital raised.

Capital Strategy & ESG Positioning
• Crafted a pure equity raise structure focused on long-duration capital aligned with environmental and strategic resource themes. Emphasized Argentina's near-term permitting advantages and lithium demand tailwinds.

Investor Targeting & Narrative Development
• Positioned the deal with global family offices and resource-focused funds actively deploying capital into energy transition assets. Built a detailed investment memo, technical summary, ESG one-pager, and cashflow bridge.

Full-Scope Deal Management
• Facilitated virtual site tours, led Q&A processes with technical and ESG analysts, and provided cross-border legal coordination. Acted as intermediary between company executives, legal teams, and investor committees.

Results After 120 Days

• $30M USD raised in equity from an ESG-aligned institutional investor.
• Capital enabled infrastructure expansion and bolstered balance sheet flexibility.
• Valuation secured a strategic premium based on long-term lithium pricing assumptions.
• Company is now scaling output, expanding processing capacity, and negotiating long-term offtake agreements.