Financial Advisory

At Operis, we have made a name for ourselves by offering tailored and flexible financial advisory solutions relevant to our clients’ needs.

At Operis we are in a unique position to review models and financial structures on a wide range of transactions in different sectors and geographies. We combine this knowledge with the expertise of experienced advisors and financial modellers to offer a seamless advisory service to our clients.

We understand that many experienced in-house teams don’t necessarily require full advisory support, but from time to time need to tap into the support of highly skilled modelling and advisory specialists.

We understand the level of service that our clients demand from a financial advisor and that this should complement rather than replicate the experience and skills that they have in-house. We can offer everything from an all encompassing advisory scope through to financial modelling resource supported by experienced advisors.

Why come to Operis for Advisory?

Quality

Operis brings a rigorous and analytical approach to financial advice to offer a high level of insight to our clients and assist them in developing financial and commercial strategies to deliver winning bids.
Experience

Operis has been active in the project finance market for over 25 years and has built up an unrivalled level of knowledge and experience in how to structure deals and raise finance.
Team

Operis has one of the largest teams of analytical professionals in any project finance organisation globally. You can be sure that we will have the depth of resource to support your project.
Sector coverage

Operis has worked on over 960 global project finance transactions across sectors including transportation, social and economic infrastructure, power, renewables and natural resources.
Funding visibility

Operis is a leading model auditor as well as advisor. We have full visibility of up to date funding terms and our team is uniquely positioned to advise on choice of funder and competitiveness of terms.
Independence

Operis does not offer funding products or have ties to any particular funders, you can be sure that the advice that we offer is truly independent.
Value

Operis offers a premium product at a competitive price. We can offer the level of service that you expect from a leading advisor on terms that are attractive to you.

Included in our Advisory service

Our Advisory service has been developed to offer clients access to advice and support in relation to the following elements

Model building
Asset and portfolio valuations
Structuring advice
Optimising funding structure
Tax and accounting services
Payment mechanism optimisation
Arranging sources of finance
Drafting of financial submissions

Asset & Portfolio Valuations

The extensive experience and market knowledge that Operis possesses across the spectrum of project finance and infrastructure sectors makes us your ideal partner for valuation work.

The large number of financial advisory, model development and model audit assignments that Operis carries out each year gives us a unique insight into the project finance market and means that we are ideally placed to offer accurate and insightful valuations for our client’s assets.

We have developed our own bespoke valuation methodology which considers the risk characteristics of the sector, project and asset in question to select an appropriate discount rate. Our usual approach is to value assets on a market value basis and the large number of deals we are involved in helps us to keep abreast of latest market trends.

Our clients range from funds who are required to provide independent valuations for their investors to those looking to buy or sell in the secondary market. We can also provide bid support to investors looking to procure assets in a competitive process. Our experienced modelling team can identify sources of value in a project and help you to tailor your bid accordingly.