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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.

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Gold

A mature market with cyclical dislocations. Focus: advanced production and development assets, royalty acquisitions, expansion financing.

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Copper

The most leveraged metal to electrification. Focus: advanced discoveries, mine-life extensions, operational integration.

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Uranium

Structural return of the nuclear cycle. Focus: origination of advanced projects, utility offtakes, hybrid financing structures.

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Lithium

Battery value chain. Focus: brines and spodumene, midstream processing, JVs with OEMs and traders.

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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.

Gold veins in quartz

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.