- What We Do
- Case Studies
Capabilities
Case studies
Twelve transactions, one from each corner of the balance sheet: what the situation was, what the institution did, and what came of it. Counterparties are named with consent.
Ormer Bay Software
Two founders sold seventy per cent of a logistics software company for US$104 million, with the redeployment of the proceeds planned before the sale completed.
2026 · Technology
Ninepin Systematic
US$18 million of seed capital for a market-neutral book in Asian equities, run on the risk and settlement chassis of the institution rather than on a new one.
2025 · Quantitative Markets
Coolbeg Settlement Systems
A post-trade reconciliation platform bought for US$27 million and migrated to carry eleven of the trading desks of the institution inside a year.
2025 · Financial Systems
Ras Jazira Analytics
A trade-flow analytics business bought for US$22 million and rebuilt to the provenance standard the Ethical Technology Charter requires.
2024 · Data Analytics
Brunnenmatt Präzision
US$54 million released to a family that had held a precision instrument maker for three generations, with thirty-eight per cent of the company retained.
2024 · Private Enterprise
Kawartha Reach Data Centres
Two Ontario colocation halls bought outright for US$52 million, giving the Information and Data division a processing estate it owns rather than rents.
2023 · Information Infrastructure
Windward Row Receivables
A US$24 million warehouse against veterinary and agricultural distributor receivables in nine Caribbean territories, with cumulative losses of 0.4 per cent.
2023 · Structured Credit
Serra Vermelha Agrociências
US$28 million for control of a Brazilian seed-treatment business, with field trial sites raised from twelve to fifty and registrations from nine to seventeen.
2022 · Agri-science
Nashiro Fine Materials
A US$96 million private placement of non-voting preferred equity for a chromatography media maker, syndicated to seven investors without a sale of control.
2022 · Specialty Materials
Cerro Aldama Laboratorios
A sell-side mandate for a sterile injectables plant in Mexico, taken to nineteen parties and signed at US$184 million eleven months after appointment.
2021 · Pharmaceuticals
Marlin Bank Aquaculture
A US$23 million borrowing base facility written against live biomass and offtake contracts for an Indian Ocean finfish producer, renewed in 2024 at US$34 million.
2021 · Aquaculture & Marine
Tarralleen Veterinary Biologics
Control of a Queensland vaccine producer bought for US$26 million, with forty-six product registrations moved onto a single licensed site in thirty-one months.
2020 · Animal Health & Veterinary Biologics