Important. This page is marketing material. It is not an offer or a commitment to arrange financing. Any engagement is subject to a signed mandate, scope, fee schedule, and conditions precedent. If securities placement is required, activities will be conducted under an appropriate chaperone arrangement with a registered broker dealer.
PPP and Project Finance Transaction Advisory
We advise public sponsors and private consortia across the full PPP and project finance lifecycle. The work covers feasibility, bankability, procurement, and financing. Deliverables are built to clear credit committees and reach financial close without drama. Our fee model uses milestone retainers and a success fee payable at financial close. That keeps everyone aligned.
What we deliver
- Feasibility and options analysis with value for money and affordability tests
- Risk allocation matrix and term sheet pack across EPC, O&M, and revenue contracts
- Financial model with DSCR and LLCR cases, sensitivities, and assumptions book
- Information Memorandum and lender pack tailored to sector and jurisdiction
- Procurement support including RFI, RFQ, and RFP documentation
- Financing workstream leadership, term sheet negotiation, and close coordination
Sectors we cover
- Renewable energy, battery storage, transmission, and distributed energy
- Transport concessions including toll roads, rail, ports, and airports
- Water and waste to energy
- Digital infrastructure including fiber and data centers
- Healthcare and education PPPs
- Industrial processing and midstream assets
Objective. Produce bankable documentation, manage procurement risk, and secure financing on terms that survive due diligence.
Services and Workplan
| Phase | Key Outputs | Decision Gate |
|---|---|---|
| Feasibility and bankability | Model baseline, capex and opex benchmarking, risk allocation, revenue framework, early legal and technical red flags | Greenlight to procurement or project redesign |
| Procurement and documentation | RFI, RFQ, and RFP packs, draft concession or offtake, EPC and O&M term sheets, evaluation rules and scoring | Issue to market with realistic timelines and bid clarity |
| Financing and close | Financing plan, lender list, model audit, negotiation of term sheets and intercreditor items, conditions precedent tracker | Financial close with signed documents and funds flow |
Straight talk. Projects stall when the model, contracts, and risk allocation do not match. We align them early so lenders do not reopen fundamentals at the eleventh hour.
Financing Tool Kit
Debt and quasi debt
- Commercial bank tranches with sculpted amortization
- DFI and export credit participation with political and credit cover
- Mini perm structures with takeout plans
- Subordinated project debt and equity bridge facilities
Revenue and support
- Availability payments, shadow tolls, user pay, or hybrid schemes
- Tariff frameworks and adjustment formulas
- Government support packages and guarantees where justified
- Hedging policies for interest rate, FX, and commodity exposure
Outcome. A lender case that clears credit and a sponsor case that preserves returns under stress.
Fees and Alignment
- Milestone retainers. Fixed monthly or phase-based retainers tied to defined deliverables
- Success fee at financial close. Payable only when the financing closes, credited for prior retainers where agreed
- Financing contingency. If market conditions require alternative structures, we reset the plan and the success fee thresholds accordingly
- Transparency. Clear timesheets, scope control, and change-order rules to stop budget creep
If securities placement is part of the scope, success-based compensation will be executed through a registered broker dealer under the applicable rules.
What Sponsors and Authorities Get
For public authorities
- Value for money and affordability analysis that stands up to audit
- Competitive procurement with clean evaluation rules
- Documentation that balances bankability with public interest
For private sponsors
- Bankable model and documentation aligned to EPC, O&M, and revenue
- Negotiation support on covenants, security package, and intercreditor items
- Closing process that drives to funds flow with no loose ends
Start a PPP or Project Finance Advisory Request
Share project details to receive an initial review and a mandate proposal that fits your timeline and objectives.
Open Client IntakeDisclaimers. Parameters and examples are illustrative. Outcomes depend on diligence, contract terms, and market conditions. Nothing herein is investment, legal, tax, or accounting advice.
