Proven Execution Across Complex Market Cycles

A track record of delivering unconflicted guidance, institutional precision, and superior financial outcomes for global clients.

Aqua Markets LLC advises corporate leadership teams, independent boards, and institutional sponsors through high-stakes liquidity events, debt recapitalizations, and strategic M&A execution.

Representative advisory

Transaction Track Record

$15B+Total capital transaction advisory volume

120+Successful capital markets and M&A executions

25+Senior executive industry experience

GlobalCoverage across North America, Europe, and Asia-Pacific

All Transactions Equity Advisory Debt & Credit Advisory Strategic M&A Capital Restructuring

Industrials & Infrastructure

Project Alpha

$450 Million

Advisory Role: Sole Financial Advisor & Lead Arranger
Transaction Type: Senior Private Credit Facility Refinancing & Debt Recapitalization
Key Outcome: Structured a dual-tranche facility reducing leverage costs while securing 5-year interest-only terms.

Clean Energy & Technology

Project Crest

$150 Million

Advisory Role: Strategic ECM Advisor
Transaction Type: Pre-IPO Convertible Preferred Equity Placement
Key Outcome: Placed senior convertible equity with top-tier global crossover institutional investors prior to public listing.

Technology & Enterprise Software

Project Beacon

$280 Million

Advisory Role: Exclusive Buy-Side M&A Advisor
Transaction Type: Cross-Border Strategic Acquisition
Key Outcome: Directed valuation modeling, target screening, regulatory clearance, and cross-border debt integration.

Logistics & Supply Chain Solutions

Project Delta

$600 Million

Advisory Role: Restructuring & Financial Advisor
Transaction Type: Comprehensive Balance Sheet & Debt Restructuring
Key Outcome: Executed out-of-court debt modification and equity swap, preserving liquidity and solvency.

Healthcare & Life Sciences

Project Horizon

$210 Million

Advisory Role: Joint Bookrunner & ECM Advisor
Transaction Type: PIPE Placement
Key Outcome: Secured a high-conviction institutional order book during a period of high macroeconomic volatility.

Consumer Goods & Retail

Project Titan

$320 Million

Advisory Role: Sell-Side M&A Advisor
Transaction Type: Strategic Corporate Carve-Out & Divestiture
Key Outcome: Managed an international auction process resulting in a premium strategic valuation multiple.

Case studies

Featured Transaction Narratives

Representative engagements show how the firm structures counsel across debt, equity, M&A, and turnaround mandates.

Cross-Border Debt Refinancing During High-Rate Macro Cycles

Multinational Industrial Manufacturing Enterprise ($1.2B Annual Revenue)

The client faced a maturing $450 million senior bank debt facility in a rapidly rising interest rate environment, with rigid covenants and limited liquidity flexibility.

Aqua Markets LLC stress-tested the balance sheet and ran a competitive capital sourcing process across global institutional private debt funds.

Secured $450 million in multi-year private credit refinancing.
Reduced blended cost of debt capital by 220 basis points.
Secured 36 months of interest-only flexibility.

Accelerated Pre-IPO Equity Structuring & Institutional Positioning

Rapid-Growth Enterprise Software (SaaS) Unicorn ($2.5B Pre-Money Valuation)

The company had a fragmented venture cap table and lacked governance frameworks necessary to satisfy tier-1 global institutional investors.

Aqua Markets LLC orchestrated a 12-month pre-IPO roadmap covering capital stack simplification, ESOP restructuring, and crossover investor targeting.

Placed $150 million in strategic pre-IPO crossover equity.
Built an oversubscribed institutional anchor syndicate.
Facilitated a public market debut with an order book oversubscribed by 3.5x.

Complex Out-of-Court Capital Restructuring & Turnaround

Global Logistics & Maritime Freight Enterprise

Supply chain disruption and declining freight rates created immediate liquidity distress and impending covenant default.

Aqua Markets LLC led negotiations with creditor steering committees, structured a balance sheet recapitalization, and devised a working capital stabilization plan.

Negotiated 100% agreement on an out-of-court debt workout.
Converted $200 million of unsecured debt into non-voting preferred equity.
Extended maturity terms on remaining senior debt by 4 years.

Achieve Financial Clarity & Transaction Excellence

Discover how the independent advisory team at Aqua Markets LLC can structure your next transaction for maximum value and seamless execution.

Discuss Your Transaction Objectives