Mandate Examples

Representative mandates; please note that this does not constitute a complete record of all engagements.

National Freight Rail Network Reclamation US$47 million | Mexico (2023)

Strategic Advisor to Grupo México & Grupo México Transportes regarding the reclamation settlement in-kind terms with the Secretaría de Gobernación (SEGOB), working hand-in-hand with SEMAR (Navy Ministry).

  • Sector: Transport & Logistics

  • Transaction Structure: Strategic corridor recovery and concession settlement

  • Principal Institutions: Government of Mexico, Grupo México, Grupo México Transportes, Ferrosur, Interoceanic Corridor of the Isthmus of Tehuantepec

  • Financing Sources: This was a pure sovereign reclamation with zero cash financing or compensation - fully settled via concession term extension valued at the INDAABIN appraisal (~US$47 million equivalent). It enabled seamless integration into the state-operated CIIT without burdening public finances beyond standard budgetary operations/maintenance.

  • Overview: Assumption of control by the Government of Mexico over a strategically significant rail section in the State of Veracruz, linked to the Interoceanic Corridor of the Isthmus of Tehuantepec, followed by a negotiated settlement with Grupo México under which consideration was structured through concession extensions rather than cash compensation.

Sovereign Infrastructure Acceleration Program US$1.9 billion | Poland (2023)

Corporate Advisor to Vinci Airports - evaluated and recommended the CPK investment including requiring iron-clad minority protections and board influence.

  • Sector: Aviation, High-Speed Rail & National Infrastructure

  • Value / Structure: PLN 131.7 billion program envelope through 2032; airport equity component PLN 8 billion under the 2023 investor process

  • Principal Institutions: Centralny Port Komunikacyjny (CPK), Polish State Treasury (majority owner (≥51%), Vinci Airports, IFM Global Infrastructure Fund, public and EU-linked funding channels (Connecting Europe Facility)

  • Financing Sources: Institutional equity at airport-company level; broader program funding through public capital allocation, bond issuance and EU-supported infrastructure funding

  • Overview: Selection of Vinci Airports and IFM as preferred investors for the airport component of CPK, with investment capacity of up to PLN 8 billion, within a broader state-led national airport and high-speed rail program.

Acquisition of UK & Ireland Hotel Portfolio | Acquisition of the Jurys Inn portfolio £800 million (2017)

Corporate Advisor to Pandox AB

  • Sector: Hospitality & Real Estate

  • Principal Institutions: Pandox AB, Fattal Hotels Group , Leonardo Hotels, Lone Star Funds

  • Financiers: New 5-year bank facility from Bank of America Merrill Lynch International, existing credit facilities and a £120 million loan from Leonardo

  • Transaction Snapshot • 21 upper mid-market hotels (4,694 rooms) in 20 UK & Ireland cities • Seller: Lone Star Funds • Acquirer: Pandox AB • Operating Partner: Leonardo Hotels (Fattal Group) • Total EV: £800 million • Pandox net investment: £680 million • Initial yield: 5.8%

  • Structure • Pandox retained ownership of 20 hotels on 25-year revenue-based leases to Leonardo (min. rent guarantee) • Direct operation of 1 hotel (Hilton Garden Inn London Heathrow) • Leonardo acquired operational platform for 36 Jurys Inn hotels • Closing & reorganization: 2018

  • Financial Impact (2018 full year) • +£40 million NOI • +£18 million cash earnings

  • Strategic Rationale • Diversifies portfolio into major European hotel market • Delivers long-term inflation-linked income

Cross-Border Mortgage & Commercial Chattels Funding Platform| Australia

Special Advisor to The Atlantic Philanthropies - Chuck Feeney AC, and Ron Clarke AO, MBE

  • Role: Architected a first-of-kind investment mortgage facility underwritten by a major banking syndicate for a flagship resort development.

  • Execution: Engineered a novel risk-sharing structure that allowed foreign investors (Singapore, Brunei, Indonesia, Malaysia, Thailand) to access 90% LTV financing without mortgage insurance for island resort properties.

  • Outcome: Successfully aligned conflicting regulatory frameworks and institutional risk appetites to unlock liquidity where traditional lending markets could not accommodate