NB: Minimum deal value is $100m across all market sectors.

Many people don’t realize that Project Finance differs significantly from other financing structures like M&A, Mezzanine, or Venture Capital. Instead of relying on your assets or balance sheet, Project Finance is based on the track record and financial stability of the entity committed to purchasing the output of your completed project. This buyer could be, for example, the grid associated with your Power Purchase Agreement (PPA) or the entity involved in a Management and Operating Agreement (MOA) for a hospitality, healthcare, infrastructure, or similar project.

Please Note – The Definition of Project Finance

Project Finance is defined by investment that is reliant on the financial stability and proven track record of the buyer contracted to purchase the project’s output. This differs from traditional financing, where the project’s principals or their organization are the focus. The same criteria apply to all contractors and other counterparties involved in the project.

In situations where no contracted buyer is available but a feasibility study clearly demonstrates the project’s viability (with an assurance that any loan will be repaid), this study must be backed by credible, qualified research. Additionally, projects may qualify if the applicant can demonstrate a proven track record in successfully operating similar built projects, particularly in sectors requiring specialized knowledge such as hospitality or energy.

Does Your Project Qualify?

Before submitting your form, please note that Project Finance is defined as investment predicated on the track record and financial stability of whoever is contracted to buy the output from the built project and not those of the project principals or their company or government agency. These same track record and financial stability criteria apply to all the project’s contractors and other counterparties.

In cases where no contracted buyer can be shown but a feasibility study clearly demonstrates the viability of the project (in that there is absolute/underwrite-able assurance that any loan will be repaid) it needs to be credible and backed with sound and qualified research. Also, a project can qualify if the applicants can show a track record of success in operating the built project. This usually applies to hospitality, energy and similar sectors where specialist operating knowledge is required.

Only proceed with this application if your project aligns
with the definition of Project Finance outlined above.

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Your project should be seeking to raise $100 million or more.

Next Steps

Our partners charge no upfront fees as they are compensated by their investors upon successful financing. However, please be aware that closing fees, typical of any large commercial financing transaction, will apply and be fully explained before proceeding.

Investors are unable to cover pre-financing costs such as permits, permissions, contracts, and agreements.

Please complete and return this Stage 1 Intake Form.

You will be contacted within three working days to schedule a call to discuss your project. If your project is deemed viable, a seasoned analyst will be assigned to assist you at no cost. Their role is to guide you smoothly from project development to financing, ensuring that all necessary permits, permissions, construction contracts, and agreements with your counterparties are properly prepared.

They will also assist in creating your project’s data room, organizing and presenting all critical information to investors and their advisors, including underwriters, lawyers, and tax accountants. Key documents, such as off-take agreements, management and operating contracts, and PPAs, must be made available in the data room for investor review.

This process ensures that your project is fully prepared for investor due diligence, reducing delays and ensuring a professional presentation to investors from the outset.

Key Documentation and Agreements

You will receive an engagement agreement (with no fees), along with an NCNDA (Non-Circumvention, Non-Disclosure Agreement) and an AML (Anti-Money Laundering) screening form, as required by all investors.

The Investor Liaison team will identify the most suitable investor for your project, who will contact you directly with confirmed interest.

Important Considerations

Your final terms sheet will not be open for negotiation, as it is tailored to the investor’s agreements with their capital sources, including hedge funds, private equity, alternative investment funds, asset managers, and family offices. Their legal and tax advisors will have also been involved in crafting the financing terms. Minor changes may be considered, but only if they do not affect other agreements.

Before You Proceed

1. Ensure that all permits, permissions, and statutory documentation are complete, valid, and paid for. Investors cannot assist with pre-financing costs.
2. If land is involved, it must be owned, optioned, leased, or otherwise controlled by you.
3. You must have an off-take, power purchase, or similar agreement in place (or at least in advanced draft form) with a credible buyer.
4. If an off-take agreement is unavailable, an independent, credible feasibility study is required.
5. Your EPC (Engineering, Procurement, and Construction) contract must be with a company that has a proven track record and financial stability in your project’s specific market sector.

For projects involving specialized contractors, such as renewable energy plants or hospitals, your contracts with them (or through your EPC) must also be ready for review.

Empowering Your Vision, Financing Your Future