Financing Strategy
Assessment of financing objectives, capital requirements, funding sources, transaction sequencing and execution strategy.
Infrastructure Finance Advisory
Infrastructure Finance Advisory Services
Financely provides advisory support to infrastructure sponsors, developers, operators and investors across financing strategy, capital structure design, financial analysis, capital-provider engagement, transaction negotiations and financial close.
Our advisory mandates are developed around the economics, contractual framework, jurisdiction, development status and risk allocation of the relevant infrastructure asset.
We advise clients evaluating project finance, corporate-backed debt, private credit, institutional equity, strategic investment, refinancing and other transaction-specific capital structures.
Infrastructure Finance Advisory Capabilities
The scope of each mandate is determined by the transaction, the client's internal capabilities and the work required to reach a financing or investment decision.
Capital Structure Advisory
Analysis of senior debt, subordinated capital, preferred equity, sponsor equity, strategic capital and blended financing structures.
Project Finance Structuring
Review of project cash flows, debt capacity, tenor, amortisation, reserves, security, covenant capacity and sponsor support.
Debt Advisory
Advisory support for construction facilities, term debt, acquisition finance, private credit, bridge financing and refinancing.
Equity Advisory
Transaction preparation and investor engagement involving infrastructure funds, strategic investors, financial sponsors and institutional capital.
Transaction Execution
Coordination of transaction materials, market engagement, due diligence, term-sheet evaluation, negotiations and closing workstreams.
Project and Financing Review
Advisory work generally begins with a review of the project, sponsor, contractual arrangements, financial model and proposed financing plan.
Project Assessment
- Development and construction status
- Permits, concessions and land rights
- Revenue model and contracted cash flows
- Construction and completion arrangements
- Operations and maintenance structure
- Key project and jurisdictional risks
Financing Assessment
- Sources and uses of funds
- Sponsor equity and funding commitments
- Debt capacity and repayment profile
- Downside cases and covenant headroom
- Potential financing structures
- Execution risks and capital-provider requirements
Financial Modelling and Transaction Analysis
Financely may develop, review or refine transaction models depending on the mandate and the quality of the client's existing financial information.
Modelling scope: construction expenditure, operating assumptions, revenue forecasts, debt service, reserve accounts, financing costs, sensitivities, covenant calculations, equity returns, refinancing assumptions and downside scenarios.
Financial analysis is used to support capital-structure decisions, financing discussions, investor evaluation and negotiation of commercial terms.
Capital Markets Preparation
Where the mandate includes market engagement, Financely prepares the transaction for review by selected lenders, investors and other relevant counterparties.
Transaction Positioning
Definition of the investment or credit proposition, financing requirement, commercial rationale and relevant risk mitigants.
Financing Materials
Preparation or review of transaction summaries, financial analysis, information memoranda, presentations and supporting schedules.
Data Room Preparation
Organisation of corporate, technical, financial, legal and commercial materials required for counterparty due diligence.
Lender and Investor Engagement
Subject to the agreed scope, Financely may identify and approach prospective capital providers with transaction-specific appetite.
Engagement may include commercial banks, development finance institutions, infrastructure funds, private credit funds, export credit agencies, institutional investors, family offices and strategic investors.
Market engagement: outreach is conducted according to the agreed transaction strategy, confidentiality requirements, target counterparty profile and applicable legal and regulatory considerations.
Infrastructure Financing Structures
The appropriate financing structure depends on the asset, contractual protections, construction risk, sponsor strength, jurisdiction and maturity of the project.
Project Finance
Limited-recourse or non-recourse debt supported primarily by project cash flows and contractual arrangements.
Construction Finance
Facilities structured around development expenditure, drawdown milestones, completion tests and construction risk.
Private Credit
Senior, subordinated, bridge or structured facilities provided by non-bank institutional lenders.
Institutional Equity
Sponsor, preferred, strategic or institutional equity for development, acquisition or expansion.
Credit Enhancement
Financing supported by guarantees, insurance, export credit agencies, development institutions or other risk-mitigation instruments.
Refinancing
Refinancing, recapitalisation, maturity extension, covenant reset and optimisation of existing capital structures.
Advisory Process
Initial Review
Review of the project, financing requirement, sponsor profile, available materials and proposed transaction timetable.
Scope and Strategy
Definition of the advisory scope, required workstreams, financing strategy and execution plan.
Preparation
Completion of analysis, models, transaction materials, counterparty mapping and diligence preparation.
Execution
Market engagement, due diligence, commercial negotiations, documentation support and transaction closing.
Infrastructure Sectors
Advisory mandates may involve established or emerging infrastructure assets across developed and growth markets.
Renewable Energy
Power Generation
Energy Storage
Transmission
Transport
Ports and Logistics
Digital Infrastructure
Data Centres
Telecommunications
Water and Wastewater
Waste Management
Social Infrastructure
Industrial Infrastructure
Mining Infrastructure
Energy Infrastructure
Public-Private Partnerships
Clients and Transaction Types
Clients
- Infrastructure sponsors and developers
- Independent power producers
- Infrastructure owners and operators
- Corporations developing strategic assets
- Infrastructure and private equity funds
- Public authorities and project companies
- Engineering and construction groups
- Strategic investors and joint ventures
Transaction Types
- Greenfield project financing
- Brownfield expansion financing
- Acquisition financing
- Construction financing
- Project refinancing
- Asset recapitalisation
- Debt restructuring
- Joint venture capital formation
Request a Quote for Infrastructure Finance Advisory Services
Submit your project profile, financing requirement, current development status and required advisory scope. Financely will review the information and, where appropriate, provide a proposal describing the advisory services, workstreams, commercial terms and expected transaction process.
Request an Advisory Services QuoteThis request-for-quote form is for Financely's professional advisory services. It is not an application for a loan, investment commitment or financing offer.
Frequently Asked Questions
What is included in an infrastructure finance advisory mandate?
The scope may include financing strategy, capital structure analysis, financial modelling, transaction materials, lender or investor engagement, due diligence coordination, negotiations and closing support. The precise scope is defined in the advisory proposal and engagement documentation.
What does the request-for-quote form request?
The form requests sufficient information for Financely to understand the proposed project, financing requirement and expected advisory work. It allows Financely to assess the mandate and prepare a quote or advisory proposal where appropriate.
Is the RFQ a financing application?
No. The RFQ is specifically for a quote covering Financely's advisory services. It does not constitute an application to a bank, lender, fund or investor and does not represent an offer of financing.
Does Financely provide direct financing?
Financely provides transaction-led advisory and arranging services. Financely is not a bank or direct lender. Where relevant to the mandate, Financely may support engagement with selected third-party capital providers.
When should an infrastructure finance advisor be appointed?
An advisor may be appointed during project development, procurement, acquisition, construction, refinancing or recapitalisation. The appropriate timing depends on the project's maturity, available information and intended financing process.
Is financing guaranteed under an advisory mandate?
No. Financing remains subject to due diligence, underwriting, compliance, internal approvals, documentation, market conditions and the independent decisions of prospective capital providers.
Financely is a transaction-led advisory and arranging platform. The request-for-quote form is used to request a proposal for professional advisory services and is not a financing application. Financely is not a bank or direct lender and does not guarantee financing, approval or specific commercial terms. Any financing transaction remains subject to due diligence, compliance review, documentation and the independent decision of the relevant capital provider.