Case Title
Capital to Grow: Connecting with Family Offices for an Infrastructure Project
1. Scenario
- Client Archetype: Logistics infrastructure company.
- Sector: Logistics / Infrastructure.
- Operation Vector: LATAM → Europe (Access to Capital).
2. The Strategic Challenge
A Latin American logistics infrastructure company with profitable operations and long-term contracts needed capital to expand its network of distribution centers. Traditional banks were offering restrictive terms and infrastructure funds required tickets larger than it needed, so it needed access to patient capital of the family office type.
3. The META Channel Solution Architecture
The Investment dimension of the ORBITAL PACT was activated to structure an alternative financing operation tailored to family offices. All the documentation was prepared to institutional standards, the investment terms were designed in line with the profile of these investors, and a clear investment thesis was articulated on which to present the operation to the ecosystem network.
4. Ecosystem Orchestration: Layers in Action
Layer 5 (Substantive Legal), led by META Channel, structured the legal and contractual terms of the investment, guaranteeing protection for both the company and the investors. Layer 2 (Reference Partners) prepared the financial model and the valuation to private debt / private capital standards, while Layer 1 (Institutional) identified and connected with European family offices specializing in LATAM infrastructure through to closing the operation.
5. META Channel Category
ORBITAL PACT – Investment. Activates the network of strategic alliances to connect solid projects with alternative capital sources (Family Offices), structuring the operation so as to align interests over the long term.
6. Strategic Capabilities Deployed
- ☑ Institutional Connection
Identification of and direct access to European Family Offices with an infrastructure investment thesis, managing the institutional relationship in order to present the opportunity in a qualified manner.
- ☐ Global Regulatory Strategy
- ☑ Implementation and Technology
- ☐ Mode A: Implementation of Existing Platforms
- ☑ Mode B: Custom Development (Bespoke Software)
Configuration of a secure, customized technology environment (Private Deal Room) for the confidential handling of critical financial and operational information during the negotiation.
- ☑ Global Law and Comprehensive Legal Advisory Services
Legal structuring of the financing operation, designing the investment contracts and guarantees in order to ensure compliance and protect the company’s assets.
7. Key Results
- Institutional documentation prepared in 6 weeks.
- Connection with 5 family offices with an aligned investment thesis.
- 8 million euro investment closed with a European family office.
- Terms significantly better than those offered by traditional banks.
