Capital Raising, Merchant Banking & Structured Trade

Roundstone operates at the intersection of institutional capital formation, structured finance, and merchant trade — engineering high-conviction solutions across equity monetization, resource project finance, and physical commodity markets. Our mandate is precision: capital deployed with architectural discipline, downside compression by design, and structured upside retention at every layer of the transaction.

Structured Equity & Strategic Liquidity

We provide institutional-grade liquidity solutions that enable corporate insiders, asset holders, and concentrated shareholders to unlock capital without market liquidation. Through engineered non-recourse financing structures, clients secure immediate liquidity while retaining full upside participation, voting rights, and beneficial ownership — eliminating the binary choice between access to capital and retention of economic interest.

Facility Parameters

• Scale: Strategic liquidity facilities from USD 25 million

• Geographic Scope: Restricted to premier international mainboards within established Commonwealth and European jurisdictions — exchanges defined by transparency, depth, and institutional participation

• Collateral Standard: Eligible structures are restricted to listed corporate equities with a minimum 30-day and 90-day average daily trading volume of USD 3 million or greater. This dual threshold ensures institutional market depth and non-disruptive custody execution across all position sizes.

Merchant Banking — Energy & Natural Resources

Roundstone delivers tailored capital architectures to the global resource sector and energy transition supply chain. We structure high-leverage facilities for junior miners, critical materials producers, and mid-tier operators — combining physical asset security with strategic market liquidity to fund project execution without equity dilution. Mandates are executed within 72 to 120 hours of engagement confirmation, preserving first-mover advantage in time-sensitive project environments.

Core Capabilities

• Hybrid Project Finance: Sophisticated facilities integrating non-recourse equity tranches with senior secured debt — structured to fund project restarts, mine expansions, and infrastructure development with disciplined capital efficiency

• Offtake & Receivables Monetization: High-leverage funding engineered against long-term offtake agreements, trade receivables, and supply chain claims — converting contracted revenue into deployable capital

• Strategic Corporate Debt: Private credit solutions, structured credit mechanisms, and forfaiting designed to support complex cross-border operations

• Restructuring: Specialized asset and debt restructuring facilities from USD 50 million, designed for distressed or transitioning capital structures requiring creditor-level recapitalization

Merchant Trading

Roundstone’s trading arm functions as an agile merchant partner — co-investing in production, structuring lease syndications, and orchestrating logistics across energy, critical minerals, and industrial financial claims. We engage across metallurgical coal, battery materials, and refined energy products, structuring positions from origination through offtake across multiple jurisdictions. Operating through a deep global network, we transform regulatory complexity and supply chain friction into asymmetric competitive advantage, generating capital velocity where conventional intermediaries see only constraint.

We participate selectively as principal, co-investor, and strategic facilitator — aligning our capital with execution risk and structuring positions that benefit from informational and logistical edges unavailable to passive market participants.

All mandates are subject to Roundstone’s institutional screening criteria. Facilities are structured on a case-by-case basis commensurate with counterparty profile, collateral quality, and jurisdictional framework.