Specialized Project Finance Advisory

Specialized Project Finance Advisory

Specialized Project Finance Advisory

We structure, underwrite, and place non recourse and limited recourse financing for bankable projects. Scope covers feasibility to financial close. We run lender outreach, model and term sheet work, risk allocation, credit enhancement, ECA and PRI options, and documentation through CPs and funding. All files pass KYC, AML, sanctions, technical, environmental, and social screens.

What Our Project Finance Advisory Delivers

Capital Structure
Senior debt, mezzanine, holdco debt, and sponsor equity sized to DSCR and LLCR targets. DSRA and working capital sized to volatility.
Risk Allocation
Construction, performance, and offtake risks pushed to parties best able to carry them. Covenants tied to tests and cure periods that lenders accept.
Lender And ECA Route
Commercial banks, DFIs, ECAs, private credit, and insurance markets. We stage the approach to match timing, jurisdiction, and currency.

Sectors We Cover

Power And Energy
Solar PV, wind, battery storage, C&I, gas to power, and grid upgrades. PPA, capacity, or merchant blends with hedging where needed.
Industrial And Processing
Cement, steel, food processing, and metals refining. Long term feedstock and offtake with take or pay or throughput logic.
Logistics And Social
Ports, storage, roads, data centers, hospitals, and schools. Availability based or user pay frameworks with clear KPIs.

Capital Stack And Instruments

Senior Debt
Term loans, mini perm, and capex facilities with sculpted repayment. Covenants set to DSCR and project tests. Hedging for rate and FX where required.
Credit Enhancement
SBLC, APG, performance guarantees, LC confirmation, surety, and completion support. PRI and non payment insurance to lift tenor and limits.
Equity And Mezzanine
Sponsor equity, preferred equity, and mezzanine loans with PIK or cash pay features. Step down after COD and acceptance tests.

Bankability Checklist

Contracts
  • EPC with fixed price, date certain, LDs, and performance tests
  • O&M with availability targets and cost pass through logic
  • PPA or offtake with tariff, indexation, and termination regime
  • Feedstock supply with volume, quality, and backup plan
Controls
  • Financial model with audit and sensitivities
  • DSRA, MRA, and contingency sizing
  • Permits and land rights in place or dated path to close
  • Insurance binder and endorsements aligned to risk matrix

Our Process From Mandate To Close

1

Screening And Route

We test permits, site control, offtake, feedstock, and EPC status. We set the lender, DFI, ECA, and insurance route with currencies and tenor bands.

2

Structuring And Model

We build or refine the financial model, covenant case, and term sheet. We map risk allocation and credit enhancement to reach leverage safely.

3

Underwriting And Offers

We run a controlled process with banks, DFIs, ECAs, and insurers. We capture priced offers and align conditions, covenants, and timelines.

4

Documentation And CPs

We negotiate finance documents, security, intercreditor, and direct agreements. We run conditions precedent to fund and manage CP satisfaction.

Typical Terms And Costs

  • Leverage. Senior debt sized to DSCR of 1.25 to 1.45 for contracted assets. Merchant or hybrid cases require tighter targets.
  • Tenor. 5 to 15 years depending on asset life, PPA, concession, or offtake tenor.
  • Pricing. Bank debt from SOFR plus 200 to 450 bps for strong cases. Private credit from SOFR plus 500 to 900 bps or fixed rates where needed.
  • Fees. Engagement retainer from USD 59,500 and a success fee payable on signing and funding. Third party costs for advisors and insurers billed at cost.

Documentation We Prepare

Commercial And Technical
  • Term sheet and sources and uses
  • Financial model with audit or sense check
  • Risk matrix and insurance schedule
  • EPC, O&M, PPA or offtake heads of terms
Finance And Security
  • Loan agreements and security package
  • Intercreditor and direct agreements
  • DSRA LC or cash mechanisms
  • Conditions precedent checklist and timeline

Frequently Asked Questions

What makes a project bankable?
Clear site control, permits, fixed price EPC, creditworthy offtake or availability payments, a robust model, and a risk allocation that matches lender standards. Insurance and credit enhancement close gaps where needed.
Can you support early stage projects?
Yes. We can shape contracts and route before full EPC and PPA are signed. Funding-level terms require defined documents and a defendable model.
Do you arrange ECAs and political risk insurance?
Yes. We coordinate with ECAs and private or multilateral insurers to extend tenor, improve pricing, and de risk country exposure.
How long to reach financial close?
Three to nine months depending on contract readiness, diligence, and approvals. ECA and insurance tracks can add time based on jurisdiction.

Request A Project Finance Mandate

Share project summary, site, permits status, EPC or EPCM plan, offtake or revenue model, and target timeline. We will respond with route, leverage, and documentation steps to reach close.

Start Your Project Finance Advisory

Financely is an arranger and underwriter. We are not a lender. All services are best efforts and depend on due diligence, KYC and AML, sanctions screening, third party advisor reports, and lender or insurer approvals. Nothing here is a commitment to lend, insure, or guarantee.

Get Started With Us

Submit Your Deal & Receive a Proposal Within 1-3 Working Days

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.

Express Application Submit Your Deal
Request a Proposal
Request a Proposal / Submit a Deal

Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.

Trade Finance

Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.

Submit a Request

Project Finance

Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.

Submit a Request

Acquisitions

Secure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.

Submit a Request

For Banks

Financely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.

Submit a Request

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.

Still Have Questions? Schedule a Consultation

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.