Practice · 02
Investments & Joint Ventures
Capital and partnerships across the border, with control, information and exit rules that still work years after signing.
The matter
The economics are agreed in a week. The rules must last a decade.
An investment or a joint venture is a long relationship written in a short document. Valuation gets the attention; what decides the outcome is who controls what, what each party is entitled to know, how new money comes in and how anyone gets out.
We advise investors, founders, family groups and operating companies on both sides of the border. We translate the commercial deal into governance, information rights, funding mechanics and exit routes that can be enforced in Mexico and in the United States.
What we handle
Mandates
Majority and minority investments in Mexican and US companies
Joint ventures between US and Mexican partners
Shareholders’ agreements and investor rights
Future funding, dilution and pre-emptive rights
Management incentives and rollover structures
Transfers, drag-along, tag-along and exit mechanics
Where value is lost
Risks we plan for
A valuation agreed without rules on control and deadlock
Future capital needs with no agreed mechanism to fund them
Intellectual property and key contracts held by the wrong party
Signing powers and approvals that do not match the agreement
Exit rights that cannot be enforced in the other country
How we build it
Four steps, one lead counsel.
01
Map
Who runs the business, who decides each matter and what each party needs to see, before any term sheet.
02
Design
Board, reserved matters, thresholds, information rights and funding rules written to fit the operation.
03
Document
Bylaws, shareholders’ agreement and ancillary contracts aligned across both jurisdictions.
04
Maintain
We stay involved as the partnership evolves: new rounds, new partners, disputes and exits.
When to call us
Before the term sheet, and in any case before the economics are agreed without the governance that protects them.
Related practice
Tell us what is at stake.
Every engagement begins with a private conversation with Joaquín.
Vega Guerrero
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Dallas
4925 N. O’Connor Road, 2nd Floor
Irving, Texas 75062
Mexico City
Av. Paseo de la Reforma 333, Floor 4, Suite 413, Col. Cuauhtémoc, 06500 Mexico City
Attorney advertising. This website provides general information, not legal advice. Contacting us does not create an attorney–client relationship. Past results do not guarantee a similar outcome. Responsible attorney: Joaquín Vega Martínez, State Bar of Texas No. 24154566, 4925 N. O’Connor Road, 2nd Floor, Irving, Texas 75062.
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