Insights
Notes from our directors on the decisions that determine whether projects get financed, built and operated as intended.
Feasibility
A base case nobody can interrogate is not a decision tool. We look at why assumptions must be sourced, sensitivities must target the variables that move returns, and who in the room should own each number.
Capital
Jurisdiction, shareholding and governance determine which lenders and investors can participate at all. Choosing capital first narrows the structure to whatever is left.
Delivery
Claims exposure rarely begins on site. It begins in a baseline schedule that never reflected ground conditions, and a contract administered reactively.
Market entry
Access is not the constraint it is assumed to be. Credibility, sequencing and the right counterparty mandate determine whether an entry strategy converts.
Longer-form papers and market notes are published to clients and partners. To be included in that distribution, write to the firm.
