Africa - Arranging a USD 27.60MN financing facility for Texa Medical Industries Limited ("TexaMed"). TexaMed will be the premier medical equipment manufacturer in East and Central Africa (Deck). The company is focused on green manufacturing and import substitution and will manufacture high quality, cost-competitive, products made locally in Kenya and penetrate markets that are highly import dependent. Over 92% of medical consumables are imported to East and Central Africa. InvestBank is a minority stakeholder in TexaMed.
Middle East and Africa - Exclusively contracted to identify and implement trade financing solutions for Pivot Integrated Energy Services, a leading energy solutions provider in Sub-Saharan Africa that is primarily focused on the trading, importation, and distribution of petroleum products. Pivot operates through Pivot Integrated Energy Services Limited and Pivot Integrated Energy Services FZCO Dubai. The entities generated USD 237MN in revenue in 2023. Pivot is expected to generate over USD 350MN in revenue in 2024.
Africa - Exclusively engaged by Eastlake Exploration and Production Limited, an environmentally compliant independent oil and gas company in Nigeria. Eastlake is seeking USD 400MN in financing for the company's planned development of the northwest portion of the OML 141 asset in the Niger Delta Region in Nigeria. The OML 141 asset is estimated to hold reserves of over 2 billion barrels of oil and 6.5 trillion cubic feet of gas on a 2P/2C basis. The OML 141 asset also has prospective estimates of 3.6 billion barrels of oil and 5.3 trillion cubic feet of gas.
South America - Provided corporate finance advisory services to Superdeporte S.A. (d/b/a Marathon), the preeminent division of Marathon Sports Group (Wikipedia). Marathon Sports Group is one of the largest consumer discretionary companies in South America, one of the region’s largest retailers, and has a 60% share of Ecuador's sports apparel market. Superdeporte's retail stores include Marathon, Marathon Outlet, Explorer, Puma, Under Armour, Teleshop, Bodega Deportiva, The Athlete's Foot, and Big Head.
Asia - Retained by Pujada Island Resort and Tourism Development Company, Inc. (the “Company”), on an exclusive basis, to sell Pujada Island or to secure a JV investment for the development of the island (Deck). One of the premier island investment opportunities in the world, the prospect to purchase or invest in Pujada Island is a rare, multi-generational opportunity. Pujada Island, also known as the Pride of Mati City or Mati’s Pride, is situated at the opening of Pujada Bay, Davao Oriental, Philippines, approximately nine nautical miles southeast of Mati. The island has an area of 1,564,566 square meters. The Company is asking USD 33MN for the property.
Africa - Exclusively mandated by Proconse Consulting Engineers and Construction (Pty) Ltd, a black-owned private limited company established in the Republic of South Africa, to arrange up to ZAR 340BN (approx. USD 20BN) in syndicated debt financing for a 40,000 km public-private partnership road infrastructure development project in the province of Limpopo, in the northeastern Republic of South Africa. The proposed financing is guaranteed by the National Treasury of the Republic of South Africa.
USA- Advised LIGHT Helmets, which partnered with NFL legend Drew Brees and Football ‘N’ America, on the company's first significant “outside” round of funding. LIGHT's tackle football helmets have earned the highest rating of “Five Stars” from Virginia Tech. LIGHT's soft shell head gear for flag football and soccer received the highest rating of any helmet/headgear Virginia Tech has ever tested.
USA - Contracted by Future Energy LLC, the owner of the revolutionary eSteam™ technology (www.esteamoil.com). eSteam™ is the only proven downhole steam generator in the world for heavy oil extraction and is the only steam generator in the world that delivers steam at 2,500 ft. and below. Two-thirds of the world’s total oil reserves are heavy oil, and 90% of the world’s heavy oil reserves are below 2,500 ft. REX American Resources Corporation (a New York Stock Exchange company) and Hytken HPGP, LLC are the owners of Future Energy LLC.
Caribbean - Advised Montraville Developers, Inc., in cooperation with the government of St. Kitts and Nevis, on the development of a 150 Room “5 Star” Hotel Resort and Residences located on approximately 319 acres on the Caribbean island of St. Kitts. The former Governor General of St. Kitts and Nevis, Sir Cuthbert Montraville Sebastian, contributed 275 acres of land as equity to the project. The Social Security Department of the government of St. Kitts contributed the remaining 44 acres of land as equity to the USD 157MM project.
South America - Arranged an USD 78.5MM financing facility for one of the leading real property developers in Latin America. The financing facility provided for: (1) the debt refinancing of Scala Shopping, one of the premier commercial shopping centers in South America; (2) the debt refinancing of Condado Shopping, a leading commercial shopping center in Ecuador; and (3) cash out for the developer.
USA - Completed the USD 10.25MM disposition of Five Guys Burgers and Fries. At the time of the transaction, Five Guys Burgers and Fries was the fastest growing restaurant chain in the United States of America (according to Forbes). The private burger franchise accounted for more than half of the ‘better burger’ market in the United States and was officially the fastest expanding restaurant chain ever. The disposition included the development agreement/territory rights for the entire State of Nevada, along with eight opened and operating franchised restaurants.
Middle East - Rendered investment banking advisory services to SDE Energy Ltd., headquartered in Tel Aviv, Israel, in connection with the financing of a 50 MW sea wave power plant. SDE Energy was selected by a team of international scientists as number one in the world in sea wave energy technologies and was ranked as one of the top 100 clean energy technologies in the world.
USA - Provided mergers and acquisitions advisory, intellectual property representation, and business consulting services for the USD 25MM disposition and licensing of a client's proprietary system that had generated more than 11,500 mortgages and other loans worth more than USD 3.6BN, which resulted in more than USD 50MM in gross revenues.
USA - Professional services rendered in connection with ADEVCO Inc. / Poseidon Energy Services, LLC’s financing of a deep-water injection disposal well(s) at a 10-acre development site in northwest White County, Arkansas.
South America - Provided project development and investment banking advisory services and sourced up to USD 90MM in financing for the development of a 50 MW hydroelectric project in the Morona Santiago Province of Ecuador sponsored by Hidroamazonas S.A.