Since late 2009 we have acted on a variety of advisory, structuring, capital-raising and consulting assignments across the infrastructure, energy and financial services sectors.
Please see a sample of our recent credentials below.
European Asset-Portfolio Acquisition (closed Dec. 2013)
Repeat mandate as in-house Financial Advisor to continental European train asset-leasing client, including advice on optimal refinancing strategies for the company’s existing debt facilities. Successfully raised EUR 535 million in attractively-priced, non-recourse acquisition and VAT debt financing and working capital facilities – plus associated interest rate swap facilities – to fund the acquisition of a “warehoused” fleet of rolling stock assets across Europe the company already managed. Landmarks: (i) innovative structuring around cross-border lender security challenges; (ii) “deal-contingent” hedge credit approvals, plus two further institutions as new relationships.
German Passenger Rail Projects (closed Dec. 2012, Jan. 2013)
In-house Financial Advisor to a continental European rail asset lessor; tasked with advising on, structuring and arranging debt finance for M&A and projects, and with developing and managing relationships with target banks for investment funding. Successfully raised EUR 375 million in attractively-priced, limited recourse construction, capitalised-interest and VAT debt financing – plus associated interest rate swap facilities – to fund operating leases on two new-build rail concessions in Germany. Landmarks: (i) innovative structuring around operating lessee-related risks on one project; (ii) addition of three new banks to the company’s funder relationships.
Corporate Intermediation (2011)
Sourcing of investment capital for Italian and UK renewable energy fund and project initiatives. We researched potential investors; marketed the opportunities to target prospects; made introductions to interested parties; and accompanied our clients to the investor presentations.
Irish Credit Portfolio Assessment (2011)
In the context of Ireland’s bank bail-out and debt restructuring, member of the team which performed assessments of the credit portfolios of the country’s top two banks. Specifically: via qualitative and quantitative analysis, we assessed the banks’ largest corporate and structured exposures, determined implied credit ratings, and made projections of likely losses on these loan transactions, in order to validate whether or not the bail-out funds set aside were likely to be sufficient.