Capital Planning & Financial Strategy
Corporate capital structure and treasury architecture for cross-border groups.
Architected for permanence, governed for scale.
We design corporate capital structures, treasury frameworks, and liquidity protocols for operating groups and holding companies working across more than one jurisdiction.
Our approach integrates the group's expansion objectives, jurisdictional constraints, and trade cycle into a single, documented capital policy.
Reporting, review cadence, and approval thresholds are codified so capital decisions are consistent, transparent, and auditable at board level.
Financial structuring sits alongside the capital plan: debt and equity layering, intercompany funding, distribution policy, and currency exposure are engineered as one architecture rather than negotiated transaction by transaction.
Personal wealth structuring, insurance, and estate planning are outside this mandate. Those disciplines are delivered by Coigne Legacy, the separate private wealth practice of the Coigne group.
Where This Work Shows Up
Post-Exit Founder
Built the corporate treasury and holding architecture for a founder redeploying exit proceeds into operating ventures and trade positions across two jurisdictions.
Operating Company Treasury
Restructured working capital, reserves, and dividend policy for a family-owned enterprise operating across three currencies.
Trade Finance Readiness
Aligned balance sheet, banking relationships, and documentation so a commodities group qualified for institutional trade finance lines.
Every engagement begins with a confidential conversation.
Every engagement begins with a confidential conversation.