Project Finance Advisory for Mid-Market Sponsors

Project Finance Services for Energy, Infrastructure, and Real Assets

Project finance is not a generic debt product. It is a structured way to fund a specific asset or program of assets using the project’s contracted cash flows, ring-fenced security, and disciplined governance. When it works, it lowers the cost of capital and protects the sponsor’s balance sheet. When it is rushed, it turns into a slow, expensive process that burns credibility with lenders.

Financely supports mid-market sponsors and asset owners seeking institutional project finance across energy, infrastructure, industrial platforms, and real asset-linked strategies. We focus on clean capital stacks, realistic leverage, and documentation pathways that stand up to lender credit committees. We act as advisor and arranger through regulated partners. We do not lend directly and we do not guarantee outcomes without underwriting.

Project finance is a discipline. The funding is won before the first lender call, when the offtake story, capex logic, risk allocation, and security package are built into one coherent investment narrative.

What Project Finance Covers

The term includes classic non-recourse or limited-recourse structures for renewable energy, conventional power, logistics, ports, water, telecoms, and concessions. It also includes modern hybrids such as portfolio finance, warehouse-to-takeout strategies, construction-to-term packages, sponsor-backed development platforms, and selective credit enhancement tools where the underlying cash flow needs support during ramp-up.

In practice, lenders underwrite three questions. Is the revenue bankable. Is the build plan executable. Is the risk allocation realistic across EPC, O&M, offtake, insurance, and sponsor support. If those three pillars are coherent, pricing and leverage become a negotiation rather than a rejection.

Who This Service Is For

Financely is selective. Our process is designed for sponsors and corporates that can support institutional documentation, reporting, and governance. We typically work with post-revenue businesses, or with development-stage projects that have credible offtake, strong counterparties, and meaningful sponsor equity.

Typical Sponsor Profiles

  • Mid-market developers building repeatable asset programs.
  • Independent power producers and energy platforms.
  • Infrastructure and real asset owners seeking recapitalisation.
  • Private equity or family-backed groups with clear governance.

The strongest candidates arrive with a defined equity plan and decision-ready data.

Assets and Sectors We Commonly See

  • Solar, wind, storage, and hybrid energy portfolios.
  • Grid, transmission, and energy-adjacent infrastructure.
  • Industrial utilities, logistics, and essential services.
  • Real asset-backed projects with contracted revenue.

The recurring theme is visible cash flow and a fundable risk map.

Capital Stack Options We Help Structure

Project finance is rarely a single-tranche solution. The most bankable deals combine senior debt, sponsor equity, and carefully chosen mezzanine or subordinated layers where needed. For some projects, the right answer is a construction facility with a committed takeout. For others, it is a unitranche-style private credit solution when banks cannot move fast enough.

We help evaluate and position:

  • Senior secured construction and term debt.
  • Private credit unitranche or senior stretch solutions.
  • Mezzanine and preferred equity where leverage needs support.
  • Guarantees or structured credit enhancement in specific cases.
  • Portfolio or programmatic facilities for repeatable assets.

What Makes Lenders Say Yes

Lenders are not allergic to risk. They are allergic to unpriced risk, unclear responsibility, and missing controls. A project that has a strong EPC counterpart, credible schedule buffers, appropriate liquidated damages, and a sensible contingency plan will outcompete a similar project that tries to present optimism as a strategy.

The same logic applies to revenue. Contracted offtake, regulated tariff pathways, or diversified merchant strategies backed by hedging and conservative DSCR targets are all fundable stories. The key is matching the story to the right capital provider, then reflecting it in the term sheet and data room before the market sees it.

Common Failure Points We Fix Early

Many projects come to market too early. The sponsor expects lenders to solve basic design, contract, or governance gaps. This delays credit decisions and weakens pricing. We focus on pre-market problem solving so the process starts with a credible package rather than a list of questions.

  • Offtake and revenue terms that do not match the debt request.
  • EPC scopes or warranties that leave completion risk floating.
  • Unclear security package or weak control mechanics.
  • Models that ignore downside cases and covenant realities.
  • Equity plans that are aspirational instead of committed.

How Financely Runs a Project Finance Mandate

We operate as advisor and arranger through regulated partners and institutional channels. Our responsibility is to translate the project into a lender-ready structure, then manage a controlled outreach process across banks, private credit funds, insurers, and specialist infrastructure lenders where the fit is real.

The process generally follows five steps. First, an eligibility and bankability diagnostic. Second, capital stack design and term sheet positioning. Third, preparation of lender-grade materials and data room structuring. Fourth, targeted distribution and credit Q&A management. Fifth, support through term sheet selection, documentation, and closing coordination with legal and technical advisers.

Why Sponsors Use a Structured Advisory Process

A disciplined project finance process protects both time and value. It reduces false starts, avoids uncontrolled lender shopping, and helps sponsors maintain negotiation leverage by keeping the story consistent across the right investor group. It also improves the chance that the chosen term sheet survives credit committee scrutiny without last-minute structural surprises.

For repeat sponsors, this becomes a compounding advantage. The market learns the documentation quality, the reporting standard, and the reliability of the execution team. That reputation directly affects future pricing and speed.

When Private Credit Can Be the Right Fit

Private credit can play a powerful role in project finance, especially in mid-market transactions where speed, structuring creativity, or non-standard risk allocation are required. A well-placed private credit solution can bridge construction risk, support portfolio aggregation, or provide senior stretch leverage when traditional banks are constrained.

The tradeoff is clear. Pricing is often higher, covenants can be more bespoke, and reporting expectations are rarely lighter. A strong advisory lens helps sponsors decide whether that tradeoff is justified by the timetable, asset strategy, and execution risk.

Discuss a Project Finance Mandate

If a project or asset portfolio requires senior debt, mezzanine, or structured credit and the funding package must clear institutional underwriting, Financely can assess bankability and run a targeted capital process through regulated partners.

Request Project Finance Terms

Disclaimer: This page is for general information only and does not constitute legal, financial, investment, or regulatory advice. References to project finance structures, lenders, or sectors are illustrative and may not reflect the requirements of any specific transaction. Financely acts as advisor and arranger through regulated partners and is not a bank or direct lender. Any financing outcome is subject to underwriting, KYC, AML, sanctions screening, legal and technical diligence, insurance review, perfected security where applicable, and approvals by relevant institutions. Professional and corporate audience only.

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Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.


All submissions are promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.

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Once we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.

Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.

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If you still have questions after visiting our FAQ and Procedure pages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.