Sectors

We operate across a wide range of industry sectors with regular outliers; rest assured within these sectors we know your language.

Renewables

We’ve been working with renewable developers, investors and lenders since 2008 and in the last five years alone has supported an incredible 35GW of wind and solar transactions, including large-scale C&I roof-top solar and smart metering.

Our roles have involved deep integration with utility scale greenfield developers and owners of distributed rooftop platforms throughout Asia and Australia.

We've got the nuances covered:

  • The physical parameters and configurations for generation.
  • Development and staged multi-project timelines – especially funding considerations.
  • The interface between investment analysis and Resource Analysis teams.
  • The intricates of developing a full multi-asset, multi-technology, multi country, leveraged portfolios.
  • Generation and network loss factors.
  • Calculating the Levelised Cost of Electricity.
  • Revenue and contractual structures.
  • Debt sizing, regearing and refinancing protocols.
  • Practicalities of integrating of BESS assets.
  • Investment and divestment strategies.

Contact us to have us on your project. We love renewables and even have a course for this.

Mining + Minerals

We have been working with Mining companies seeking Project Finance for decades, and Nick was a resource banker, so we understand well the requirements of lenders and investors in this sector.

We understand the production of critical minerals, precious and industrial metals so whilst each project has specific requirements, we speak your language for a fast-start. Some of our recent innovation in this sector is to the seamless integration of multiple mine-plans to avoid creating different model versions.

We train or work with the best resources advisors and lenders in Australia.

We recently completed market facing assignments focused on investment, divestment or the project financing for projects in:

  • Precious metals.
  • Critical minerals.
  • Polymetallic.

Within these sectors we have managed a wide range of commercial structures including:

  • Complex royalty arrangements.
  • Multi mine-plan analysis.
  • Sophisticated tax and cross-border considerations.
  • Multi-configuration mining and processing configuration.

Chemicals + Clean Fuels

Over the years we’ve supported a wide range of projects which convert various sources of alternative feedstocks into fuels, chemicals and power. In these assignments in particular, process mapping and flexibility is paramount.

Our very recent major assignments include developing investment models for:

  • The evaluation of a world-scale Green Hydrogen and Ammonia production, integrated with utility scale BESS and port development. Deep application of advanced optimisation algorithms in a highly interrelated and complex situation.
  • A European energy company procuring and manufacturing pellets for trans-continent shipping for processing into Green Methanol in Europe. This required ground-breaking functionality to be able to analyse ‘any project configuration, including different countries and project locations and technologies’ with just one toggle.
  • A Malaysian Biomass to Power and Fuel Pellets to provide alternative, transportable fuel to Asian off-takers seeking to displace their fossil fuel consumption.
  • An Australian High Purity Aluminum and specialty metals for Battery production to support the global electrification initiative. We supported our client through a large project finance transaction working with their Big4 advisors.

Infrastructure + Digital

We have deep experience in traditional infrastructure from Rail, Ports and Toll roads, the landscape has changed in recent years and with our sustainability focus we’ve expanded into SaaS, Embedded Networks and the burgeoning digital infrastructure space.

We are experts in Embedded Networks (Local Energy Networks), in this sector we have developed investment decision frameworks for both the Network Operators and Property Developers to consider:

  • Smart meter roll outs.
  • Meter and energy asset installation and maintenance.
  • Tenant loads and Time of Use Gate Meter costs.
  • Collocated PV.
  • Billing and payment charges.
  • Multiple services Electricity / Hot Water and Internet.

Corporate

Not all modelling project related. Corporate management teams and institutional investors engage us to develop models that transform their ability to produce valuations and reporting. In these situations teams have often been living with a sub-optimal legacy model and want to step-up their confidence and efficiency.

For:

  • Acquisitions.
  • Valuations – including ongoing Valuation framework.
  • Integrated Actuals / Forecast reporting structures.
  • Fund management – strategic and reporting models.

In this space we’ve worked with large regulated entities owned by major institutional investors and the overarching funds themselves. We regularly work with advisors who are managing a major transaction but rely on us to do the heavy lifting on the financial modelling.