Overview

A producing gold mine in the Sonora region of Mexico was seeking growth capital to expand operations and optimize production. The asset had strong fundamentals, but lacked access to sophisticated institutional capital. The operator engaged us to structure and raise capital in a way that preserved flexibility while accelerating output.

Our Approach

Strategic Capital Structuring
• Designed a hybrid capital stack blending senior secured debt and structured equity to match asset lifecycle and investor return profiles.

Investor Targeting & Story Packaging
• Identified and approached family offices and institutional investors with mandates focused on producing gold assets across the Americas. Built a comprehensive investor deck, data room, and financial model.

Due Diligence & Deal Management
• Coordinated due diligence across geology, environmental, legal, and operational domains. Led term sheet negotiations and aligned deal mechanics with investor protections.

Cross-Border Facilitation
• Navigated cross-border legal, tax, and currency considerations between Mexican operators and U.S.-based investors, enabling seamless capital flow and post-close compliance.

Results After 120 Days

• $11M USD raised from a U.S. family office focused on natural resources.
• Funding structure included senior secured debt and structured equity.
• Capital deployed to expand production and unlock new high-grade zones.
• Operator retained strategic control while upgrading equipment and throughput.