Cross-border advisory, resident in Mexico City.
mexico rewards presence. the companies that succeed here are the ones with a principal in the room, known by name to the people who structure the entity, clear the customs, and grant the incentives.
after four years facilitating cross-border relationships in mexico, we formalized the practice into a full advisory in 2024. the pattern was consistent: companies came home from trade missions with contacts and no infrastructure to act on them. the opportunity was real. acting on it took a presence a visiting delegation could not leave behind. mexico is a relationship market, and those relationships are built in person, over time.
today we coordinate the full infrastructure of cross-border expansion: legal, logistics, trade intelligence, partner sourcing, and commercial growth. one point of contact. every capability connected.
read our cross-border intelligence →Robert Katona
Founder & Principal
robert moved to mexico city in 2020, on the conviction that the next chapter of north american commerce would be built at the border and inside the market itself. what began as a series of quiet introductions between canadian founders and mexican partners became a practice, and in 2024, calder & vale.
in the years since he built institutional standing the way mexico grants it: in person, across two languages, in the government and chamber rooms and the informal conversations where the real terms are settled.
robert sits on bilateral trade committees, participates in the tmec/usmca review process, and was a delegate on the largest canadian trade mission to mexico in history: 370 delegates, 240 organizations, 23 deals totaling hundreds of millions in value, february 2026. led by the honourable dominic leblanc, president of the king's privy council for canada.
canadian by origin. permanent resident of mexico city. here for the long term.
trade missions, bilateral committees, senate delegations, industry conferences.
One point of contact. Every capability.
Cross-Border Legal
entity structuring, foreign investment, tax, and labour. our legal partner, in practice since 1978, is ranked by chambers and the legal 500 in corporate, m&a, and arbitration.
Trade Intelligence & Logistics
customs brokerage, hs code analysis, import-export data, supplier sourcing, factory inspections across mexico, china, and india.
Investment Banking
m&a facilitation, joint venture structuring, deal advisory. twenty years of cross-border transaction experience.
Commercial Strategy & Growth
go-to-market planning, channel development, pricing architecture, and operational systems for revenue generation in new markets.
COMCE
Consejo Empresarial Mexicano de Comercio Exterior, Inversión y Tecnología. 75 years of facilitating international trade
Mundo Ejecutivo
Team Canada Trade Mission Delegate. February 2026, 370+ delegates, 240+ organizations, 23 deals announced
TMEC/USMCA Bilateral Committee Participant
Your Mexico strategy starts here.
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