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Sectors
Sectors and stages where we create value.
We cover the full asset lifecycle: advanced exploration, development, production, royalties/streams, and strategic commercial structures.
Gold
A mature market with cyclical dislocations. Focus: advanced production and development assets, royalty acquisitions, expansion financing.
Copper
The most leveraged metal to electrification. Focus: advanced discoveries, mine-life extensions, operational integration.
Uranium
Structural return of the nuclear cycle. Focus: origination of advanced projects, utility offtakes, hybrid financing structures.
Lithium
Battery value chain. Focus: brines and spodumene, midstream processing, JVs with OEMs and traders.
Critical metals
Rare earths, nickel, cobalt, and other energy-transition metals. Focus: early origination, technical JVs, premium pricing structures.
Lifecycle
Stages covered
Advanced exploration
Indicated-to-inferred resource definition, PEA/PFS.
Development
Feasibility, CAPEX, permitting, and construction.
Production
Active operations, optimization, and refinancing.
Royalties / Streams
Structures tied to production and sales.
Commercial structures
Offtake, prepay, tolling, and commercial financing.
Range
Mandates US$5–150M
We structure transactions that other firms find too small to serve properly or too complex to execute quickly. Most of our mandates require a combination of financial, technical, and relationship expertise — our specialty.