Altivolus Stock Loans in Mexico

Helping Major Shareholders Unlock Liquidity Without Selling Their Shares

Mexico has become one of Latin America's most important capital markets, serving as a bridge between North American and global investment flows. Its publicly traded companies span financial services, mining, industrial manufacturing, telecommunications, transportation, consumer products, real estate, energy, and infrastructure.
 

Many of Mexico's largest founders, families, institutional investors, and executives possess significant wealth concentrated in publicly traded shares. While these holdings may appreciate substantially over time, they often present a familiar challenge:
 

How can substantial liquidity be accessed without selling a long-term investment position?
 

For qualifying shareholders, securities-backed lending (commonly referred to as stock loans or share financing) can provide an efficient liquidity alternative.

Altivolus Capital Partners specializes in introducing qualified borrowers to experienced international share financing providers that may offer non-recourse stock loan solutions secured by eligible publicly traded shares listed on many international exchanges.
 

A Brief History of the Mexican Capital Markets

Bolsa Mexicana de Valores (BMV)

Bolsa Mexicana de Valores

The Bolsa Mexicana de Valores (BMV) traces its origins back to the late nineteenth century as regional exchanges gradually evolved into a centralized national securities market.

Important milestones include:

• Regional exchanges operating during the late 1800s

• Formal establishment of the Mexican Stock Exchange in the early twentieth century

• Modernization throughout the 1970s and 1980s

• Electronic trading implementation during the 1990s

• Continued integration with international financial markets during the twenty-first century

Today, the BMV lists many of Mexico's largest and most recognized companies, including firms operating across:

• Banking

• Consumer goods

• Telecommunications

• Retail

• Cement

• Airports

• Industrial manufacturing

• Mining

• Infrastructure

• Real Estate Investment Trusts (FIBRAs)

The exchange has become one of the largest equity markets in Latin America.
 

Bolsa Institucional de Valores (BIVA)

Bolsa Institucional de Valores

In 2018, Mexico introduced a second national securities exchange: Bolsa Institucional de Valores (BIVA).
 

The creation of BIVA aimed to:

• Increase competition

• Reduce listing costs

• Encourage additional IPO activity

• Expand investor participation

• Modernize Mexican capital markets

• Improve market efficiency

Today, BIVA complements the BMV by providing issuers with an additional venue for accessing capital while increasing competition within Mexico's securities industry.
 

Mexico's Growing Public Markets

Mexico benefits from several structural advantages:

• Close integration with North American supply chains

• Strong manufacturing sector

• Growing middle class

• International institutional investment

• Significant foreign direct investment

• Deep pension fund participation

• Expanding infrastructure investment

Many companies listed on Mexican exchanges generate revenues throughout:

• United States

• Canada

• Latin America

• Europe

• Asia

As these companies continue expanding globally, founders and major shareholders often seek more sophisticated capital solutions.
 

The Challenge of Concentrated Equity Wealth

Successful entrepreneurs frequently accumulate wealth in a single publicly traded company.

Although this concentration may create substantial paper wealth, it can also present challenges:

• Limited personal liquidity

• Portfolio concentration

• Market volatility

• Business expansion opportunities

• Estate planning needs

• Family office diversification

• Tax planning considerations (subject to professional advice)

Selling shares outright may not align with a shareholder's long-term objectives, particularly if they wish to retain ownership or voting influence.
 

How Share Financing Can Help?

Instead of selling shares, qualifying borrowers may be introduced to lenders that use eligible publicly traded stock as collateral.
 

Potential uses of financing include:
 

Business Expansion

Capital for:

• Acquisitions

• Manufacturing

• Equipment purchases

• International expansion

• Strategic investments
   

Real Estate

Liquidity for:

• Commercial developments

• Luxury residential purchases

• Hotels

• Industrial facilities

• International property investments
   

Wealth Diversification

Rather than remaining concentrated in one security, financing proceeds may allow investors to pursue broader diversification, subject to their own professional financial, tax, and legal advice.
 

Family Office Planning

Liquidity may support:

• Generational wealth transfers

• Estate planning strategies

• Private investments

• Philanthropic initiatives
   

Corporate Liquidity

Some qualifying shareholders may seek financing for:

• Working capital

• Business continuity

• Growth initiatives

• Capital expenditures
   

Why Some Shareholders Explore Non-Recourse Stock Loans

Depending on the lender, transaction structure, and the pledged securities, certain financing programs may offer features such as:

• Non-recourse structures (where available)

• No sale of pledged shares

• Potentially no personal guarantee

• Competitive financing terms

• Confidential transaction process

• International execution

• Financing secured primarily by eligible publicly traded shares

Availability depends on the specific lender's underwriting criteria, the pledged securities, jurisdiction, and other transaction-specific factors.
 

Why Mexico Is an Attractive Market for Share Financing

Mexico continues attracting:

• Global institutional investors

• International manufacturers

• Infrastructure capital

• Cross-border investment

• Pension fund assets

• Private equity firms

Many founders now control businesses worth hundreds of millions—or even billions—of dollars while maintaining significant ownership stakes.

These shareholders often prefer accessing liquidity without materially reducing their ownership position.
 

How Altivolus Capital Partners Assists

Altivolus Capital Partners acts solely as an introducer and finder.

Our role is to help qualified borrowers connect with experienced independent financing providers that specialize in international securities-backed lending.

Our introduction process generally includes:
 

Initial Consultation

We discuss:

• Eligible listed securities

• Share ownership

• Financing objectives

• Jurisdiction

• General transaction parameters
   

Preliminary Review

Potential lenders evaluate factors including:

• Exchange eligibility

• Trading liquidity

• Market capitalization

• Share concentration

• Regulatory considerations
   

Introduction

Where appropriate, qualified borrowers are introduced to an independent financing provider for further review and underwriting.
 

Funding Process

If financing is approved by the lender:

• Documentation is completed

• Shares are pledged in accordance with the financing structure

• Funds are disbursed according to the lender's terms
   

Why Choose Altivolus Capital Partners?

Our financing network focuses on:

• Major international stock exchanges

• Large shareholder liquidity

• Founder financing

• Family offices

• Corporate shareholders

• Cross-border transactions

• Efficient introductions

• Professional and confidential service
   

We understand that many successful entrepreneurs wish to retain ownership while accessing capital for new opportunities.
 

Mexico's Future

Mexico's capital markets continue to evolve through:

• Greater international participation

• Technological modernization

• Increasing institutional ownership

• Expanding public company ecosystem

• Growing cross-border investment

As the country's financial markets continue developing, innovative liquidity solutions are expected to play an increasingly important role for major shareholders seeking flexibility while maintaining long-term investment positions.
 

Important Disclosure

Altivolus Capital Partners acts solely as an introducer and finder. We do not provide investment advice, legal advice, tax advice, or lending services. Financing is provided exclusively by independent third-party lenders, and all transactions remain subject to lender approval, underwriting standards, securities eligibility, applicable laws, and jurisdiction-specific regulations.