THE GLOBAL ARCHIVE
Representative Engagements
SIM has advised corporations, investors, and emerging ventures on complex strategic initiatives across global markets. The firm’s principals bring experience spanning more than 50+ countries across five continents, supporting engagements from strategic concept and structuring through to execution and implementation.
Current & Ongoing Engagements
A record of SIM's strategic advisory mandates and systemic financial architecture projects currently under management across the global ecosystem.
Financial Ecosystem Development
Small States Asset Class (SAC)
Led the structuring and development of Small States Asset Class (SAC), an initiative to establish a commercial financial ecosystem facilitating access to capital and economic development for small states. Defined the organization’s core architecture and supported implementation through pilot initiatives and strategic partnerships.
Advised on ecosystem development and stakeholder engagement, including collaboration with the Arctic Circle Forum and exploration of the Arctic Circle Index research initiative.
COLLABORATION
Arctic Circle Forum
SCOPE
Core Structuring
ARCHITECTURAL VISION
We are engineering the legal and financial frameworks necessary to institutionalize capital flows toward sustainable development in high-risk small states
08+ JURISDICTIONS
Active engagement with stakeholders across Nordic and Island territories to normalize the SAC framework globally
TECHNOLOGY ECOSYSTEMS
Venture Advisory
Rigorous capital raising preparation, focusing on de-risking the infrastructure for institutional impact investors
Endolith
Partnerships, governance, and scale-up
Vectores
Positioning and partnership development
Nomadic Venture Partners
Investment strategy and ecosystem development
Strategic Program Development
University of Alaska Fairbanks (NSF)
Advised the University of Alaska Fairbanks on a proposal for the U.S. National Science Foundation Regional Innovation Engines program focused on critical minerals. Structured a multi-stakeholder program integrating research, commercialization, workforce development, and regional growth.
The proposal represents approximately US$160M in potential funding over ten years. The University is currently a finalist.
DEVELOPMENT FINANCE ADVISORY
Green Steel Project (Brazil)
Advising the CEO and business development team on financing and development of a green steel project in northeastern Brazil. Supporting capital raising, investor engagement, and project positioning toward investment readiness.
DIRECT CEO ADVISORY
Strategic guidance on organizational transition from legacy industrial practices to carbon-neutral production frontiers
INVESTMENT READINESS
Rigorous capital raising preparation, focusing on de-risking the infrastructure for institutional impact investors
Selected Representative Engagements
A legacy of SIM’s high-impact advisory mandates and complex financial architecture projects, representing a history of systemic innovation and successful project delivery on a global scale.
Flagship achievement
Moatize Project
LOCATION
Mozambique
MANDATE SCOPE
PROJECT VALUATION
Led strategic and execution support for Vale across the full lifecycle of the Moatize project, from IFC-led bid to feasibility and development. Played a central role in securing the mining concession.
Directed development of bankable feasibility studies for a multi-billion-dollar project, leading a team of 26 across engineering, infrastructure, environmental, financial, and legal workstreams. Delivered studies exceeding US$200M in scope under accelerated timelines.
Vale / Caemi
Advised Vale on antitrust approval and divestiture execution related to the Caemi acquisition. Led regulatory strategy and implementation.
Strategic Transaction
Heineken / FMCG
Led European commercial initiatives for Heineken and product launches for Swim Essentials via Sunwave Brands, focusing on market development and execution.
Commercial Strategy
Vale Manganese (Norway)
Advised on acquisition of a brownfield manganese project in Norway, supporting evaluation and strategic positioning.
Acquisition Advisory
Emerald Mine (Brazil)
Advised a New York-based venture capital firm on acquisition of an emerald mining project, including strategic evaluation and structuring.