Our Projects
Arkonik - 2024
J9M Investments worked with executive leadership to design a management-led buyout of the company’s founder on favorable terms, implementing a five-year transition plan. Incentivized existing leadership by providing operational control of the company while assisting in raising all capital required for business acquisition through a newly established US Corporation as a tax-efficient
Special Purpose Vehicle.
Estimated Total Transaction Value: $US 30,500,000
Client Location: UK
Avvenire
At Avvenire, we believe in pushing the boundaries of innovation to address the challenges of today and tomorrow. Our cutting-edge solutions deliver exceptional performance and efficiency, driving the global shift towards eco-friendly mobility. We are dedicated to creating a cleaner, greener world for generations to come.
Regulation A and A+
In the United States under the Securities Act of 1933, any offer to sell securities must either be registered with the United States Securities and Exchange Commission (SEC) or meet certain qualifications to exempt it from such registration. Regulation A (or Reg A) contains rules providing exemptions from the registration requirements, allowing some companies to use equity crowdfunding to offer and sell their securities without having to register the securities with the SEC. Regulation A offerings are intended to make access to capital possible for small and medium-sized companies that could not otherwise bear the costs of a normal SEC registration and to allow nonaccredited investors to participate in the offering.
Globally Renowned Automotive Brand Relaunch Financing: 2021/2022
Iconic automotive brand, dormant in new production since 1983 - recognized by over 60% of the world’s population, relaunched as an electric vehicle company. We Provided corporate structure and raised a portion of the capital to purchase the brand rights, launch the new concept vehicle, including reveal of three prototypes at internationally renowned auto show.
Estimated Total Transaction Value While Consulting:
US $250,000,000
Client Location: USA
Agriculture - Pistachio Farms
Engaged international investors in a tax-efficient structure for a new tree nut operation in Argentina through the creation of a new SPV. Partnership with existing operator and new development on behalf of the investment group.
Transaction Value: NPV US $270,000,000
Location: Argentina, Italy
Unfiltered - Winery
Respect the Grape
High quality wine at an affordable price. Unfiltered is set to break the standard for wineries. Choosing to take on a different approach, Unfiltered Wines Ltd. creates high quality, affordable, unfiltered wine for everyone.
Unfiltered has vineyards in Argentina, Southern Italy and Tuscany bringing a unique, diverse range of products to consumers.
Corporate Restructuring, IP Valuation: 2021
Relocation of Poland-based pharmaceutical company, with operations in Germany, with headquarters in Canada to a new consolidated structure in Sweden. New IP valuation completed for US $27,350,000 by Big 4 audit firm to underwrite new financing.
Location: Sweden, Poland
Pharmaceutical Business Sale: 2020
Outright sale of German pharmaceutical manufacturer to multinational pharmaceutical company.
Transaction value: US $21,900,000
Location: Germany