LATAM Market Expansion via Strategic Equity Structuring

Client Type: Industrial Distributor | Construction Sector
Role: Deal Architect & Strategic Advisor
Year: 2025

Problem:

The client needed expansion capital to enter multiple Latin American markets but lacked investor-aligned terms that accounted for operational risk and variable growth timelines.

Action:

Structured a $500K equity stake with milestone-based capital release, aligned with supply chain performance KPIs. Negotiated payment terms, phased tranches, and built in investor protections tied to market expansion benchmarks.

Result:

Enabled the client to access growth capital while preserving equity control and mitigating dilution. Improved investor confidence and deal transparency, supporting entry into three new regional markets.

Tools / Concepts:

Equity Structuring · KPI-Based Tranching · Investor Communications ·LATAM Market Strategy · Cross-Border Payment Design · CRM Pipeline Reporting · Contract Negotiation