Thinking on cross-border strategy.
A glimpse into what our team is thinking and writing about.
The Barbados M&A platform
How a treaty-resident Barbados company serves as a tax-neutral platform for a cross-border merger or acquisition, and where the structure earns its keep for owner-managers selling a mid-market business.
Digital AssetsThe implications of NFTs for international owner-managers
Using NFT securities, ESG-linked creative work, and Captive Insurance to raise capital from US accredited investors while reducing international compliance risk.
September 2022Read article
InsuranceThe Captive Bank
A Captive Reinsurance company can function economically like a bank, giving owner-managers liquidity, asset protection, and tools that attract US accredited investors.
September 2022Read article
FundsInternational Fundraising and Private Investment Funds
Why owner-managers of small-cap oil, gas, and agricultural exporters need a regulated Private Investment Fund to raise capital from US accredited investors.
September 2022Read article
FundsWhy do owner-operators from Latin America need Private Investment Funds?
International projects raising under USD 100M from US investors are seen as high risk by default. A regulated Private Investment Fund is how that risk is reduced.
September 2022Read article
Tax ResidencyDetermining the tax residence of a fund
Tax residence of the fund follows the tax residence of the fund manager. How to design a structure that holds up under SEC, Canadian, and treaty scrutiny.
September 2022Read article
InsuranceCould a Captive Insurance company be an international fundraising solution for your project?
A Captive Reinsurance company reduces investor risk, provides US tax incentives, and gives the owner-manager control. Why it belongs in your fundraising structure.
September 2022Read article
Fiduciary DutyInternational Fundraising: International Private Investment Funds + Fiduciary Duty Part II
How an international owner-manager can close the investor-protection gap with US accredited investors using trust structures, fiduciary duty, and a Captive Insurance company.
August 2022Read article
StrategyWhy an international owner-manager should not publicly list a Canadian holding company
Publicly listing a Canadian holding company costs the owner-manager control and exposes the business model. A Private Investment Fund is the better fundraising structure.
August 2022Read article
StrategyBrazilian mines: international debt financing or international fundraising?
Bank guarantees and credit-backed financing are expensive and risk-heavy. Why a Private Investment Fund is better suited to owner-managers raising under USD 100M.
August 2022Read article
FundsSelect a regulated fund manager for your international Private Investment Fund
Choosing a regulated fund manager is the first practical step in setting up an International Private Investment Fund. A guide to the jurisdictions and selection criteria.
August 2022Read article