Economic Tools

Capital Markets 401: Equity Transaction Guide provides an overview of the equity purchase transaction in major projects, focusing on the process and considerations for First Nation Investors. It discusses the main transaction documents, considerations for engaging commercial Lenders and financing the equity investment, requisite advisory support at each stage, and the roles and responsibilities of equity owners.

This analysis builds upon the previous learning modules which focused on project finance (Capital Markets 101), governance & commercial structuring (Capital Markets 201), and financial structuring (Capital Markets 301). This learning module revisits several of these topics at a high-level to provide context within the broader equity transaction.

The First Nations Major Projects Coalition is pleased to release the Capital Markets Learning Module Series. These resources were developed in response to our members identifying the need for resources to be made available to help build an understanding of capital markets among leadership, community staff, and membership. These learning modules provide information to First Nations intended to build an understanding on how to navigate capital markets for the purposes of financing participation in major natural resource and infrastructure projects.