WAYS INVESTMENT ADVISORS
Advisory mandates
We accept project mandates from sponsors who need a financial partner to carry the capital-raising process. This is not a referral arrangement; we take the work of structuring, modeling, and investor engagement fully onto our team, allowing the sponsor to focus on development and operations.
Each mandate begins with a full financial analysis of the project. We assess the capital structure; identify the appropriate debt and equity instruments; build or validate the financial model; and produce the documentation package that will go before investors, including the information memorandum, the financial model, the risk assessment, and the data room.
Next, we handle outreach to a carefully selected group of investors and lenders whose mandate, geography, sector focus, and ticket size align with the transaction. We do not mass-blast deals. Every outreach is researched, targeted, and framed in terms that are specific to each investor's investment criteria.
Capital raising
On the debt side, we work with infrastructure debt funds, development finance institutions, commercial project finance banks, and bilateral lenders. We structure transactions to meet their underwriting standards, minimum coverage ratios for debt service, loan-to-value thresholds, security packages, and amortization profiles. We present deals in the language of project finance.
On the equity side, we engage infrastructure equity funds, sovereign wealth funds, family offices with infrastructure mandates, and impact investors whose return expectations are aligned with the project's risk-adjusted economics. We are fluent in both IRR and MOIC frameworks for equity and DSCR and LTV frameworks for debt.
We also structure phased financing arrangements where appropriate, including sequential project financing and phased drawdown structures for a multi-site platform, allowing lenders and investors to establish a credit or investment history on an initial tranche before committing to the full portfolio.
We believe in creating long-term partnerships with sponsors and investors by creating value for both.