Industrial Company Mexico Plan

Client: Leading GTA Industrial Company seeking expansion in Mexico

An industrial company with a leading position in the GTA market was looking to expand in Mexico. They hired Sapling to assist with their planning, raise debt capital and attract government grants, as well as develop a business plan and financial model

3 Key Insights:

  • We built a financial model showing the three major divisions of the company
  • Given the company was to operate in both USD and MXN, while paying dividends in CAD, our model included a significant FX component, in addition to detailed Mexican tax calculations
  • We also conducted thorough research on the intricacies of operating in Mexico, including the additional risks and threats, while elucidating the significant opportunity, and presented this to the company’s lender
Industrial Company Mexico Plan