Corporate & Institutional Support

Corporate & Institutional Assessment

Structured initial assessment of corporate, project and transaction information for professional and institutional workflows.

We review corporate information as presented: ownership and control as documented, corporate standing, operating history, governance arrangements and the internal record supporting them.

The work is descriptive and evidential. We set out what the documentation shows, what it does not show, and which items would need to be produced before an institutional counterparty could reasonably form a view.

The output is a structured assessment note used internally and by counterparties as a starting point for further analysis, documentation work or due diligence coordination.

How we work

1. 01

   Intake

   Corporate, project and transaction information is received and catalogued.

2. 02

   Review

   Information is checked against a defined institutional assessment checklist.

3. 03

   Note

   A written assessment note records findings, gaps and open questions.

4. 04

   Direction

   Recommended next steps for analysis, documentation or due diligence.

Project & Transaction Assessment

Structured assessment of proposed projects and transactions, testing commercial logic, feasibility and documentation quality before any party commits to a next step.

Every engagement begins with a written assessment of what is actually being proposed: the parties, the commercial rationale, the sources and uses described by the sponsor, the timetable and the evidence available to support each of them.

We test feasibility rather than accept it. Technical status, permitting, contracting, supply and offtake arrangements and sensitivity to cost or delay are examined, and where specialist input is required we identify it rather than assume it.

The output is an assessment file, not a commitment. It sets out what has been verified, what remains open and what would need to be resolved before any party could reasonably proceed.

How we work

1. 01

   Submission

   Sponsor profile, project summary and supporting material are received and catalogued.

2. 02

   Assessment

   Commercial, technical and documentary review against a defined checklist.

3. 03

   Findings

   Written findings identifying verified points, assumptions and open items.

4. 04

   Next steps

   Recommended sequence of work, including any specialist review required.

Financial & Commercial Analysis

Financial modelling, scenario analysis and commercial review used to understand how a proposal behaves under realistic conditions.

We build and review financial models, reconcile them to the underlying documentation, and test the assumptions that drive the result rather than the result itself.

Scenario and sensitivity analysis is applied to cost, timing, pricing and counterparty behaviour so that the range of outcomes is visible before decisions are taken.

Commercial review covers market context, comparable transactions and the practical logic of the arrangement, and is delivered as written analysis for the counterparty's own decision-making.

How we work

1. 01

   Data collection

   Financial information, contracts and supporting evidence are gathered and reconciled.

2. 02

   Model build

   A working model is constructed or an existing model is independently reviewed.

3. 03

   Scenario testing

   Assumptions are stressed across cost, timing, pricing and counterparty behaviour.

4. 04

   Reporting

   Findings are documented and discussed with the counterparty.

Documentation & Structuring Support

Preparation, organisation and review of transaction documentation, and support in describing a proposed structure clearly and consistently.

We help counterparties assemble a complete documentation set: corporate records, commercial contracts, technical reports, ownership evidence and the supporting material an institutional reviewer will expect to see.

Where a structure is being proposed, we support its description — parties, sequence, conditions, milestones and review points — so that what is presented matches what is intended.

Legal drafting and legal advice remain with the counterparty's own advisors. Our role is preparation, organisation, consistency and review.

How we work

1. 01

   Scoping

   The required document set is defined against the intended review.

2. 02

   Preparation

   Documents are gathered, indexed and prepared for review.

3. 03

   Review

   Consistency, completeness and internal logic are checked.

4. 04

   Handover

   A structured file is delivered to the counterparty and its advisors.

Due Diligence Coordination

Coordination of the due diligence process across advisors, specialists and counterparties, with a single point of accountability for progress.

Due diligence usually fails on coordination rather than substance. We manage the workstreams, the information requests and the sequence in which they are answered.

Legal, technical, environmental and valuation specialists are engaged by the relevant party and their outputs are tracked, reconciled and reported against a single plan.

Progress, open items and unresolved risks are reported in writing throughout, so that no party is relying on an assumption that has never been tested.

How we work

1. 01

   Plan

   Scope, workstreams, owners and timetable are agreed in writing.

2. 02

   Request

   Information requests are issued and tracked to completion.

3. 03

   Consolidate

   Specialist findings are reconciled into a single view.

4. 04

   Report

   Open items and residual risks are reported to the counterparties.

Compliance Review Support

Support for KYC, screening and risk-based review workflows, carried out within our internal governance and compliance framework.

We support counterparty identification, ownership and control analysis, sanctions and adverse-media screening, and the documentation of the review that has been performed.

Work is performed within our internal governance and compliance framework and subject to applicable legal and regulatory requirements. It supports, and does not replace, each party's own obligations.

Findings are documented so that the review can be evidenced later, which is usually where informal processes fail.

How we work

1. 01

   Scope

   The review standard and risk appetite are agreed with the counterparty.

2. 02

   Collect

   Identification and ownership evidence is gathered.

3. 03

   Screen

   Screening workflows are run and results are assessed.

4. 04

   Document

   The review and its conclusions are recorded in a durable file.

Institutional Onboarding & Counterparty Coordination

Support in preparing for institutional onboarding and in coordinating with appropriately authorised counterparties where relevant.

Institutional onboarding has a predictable shape: corporate evidence, ownership transparency, compliance documentation, financial information and a coherent commercial explanation. We help counterparties prepare each of them.

Where an introduction to an appropriately authorised or supervised institution is relevant, we coordinate the exchange of information. Any decision remains with that institution.

No regulated financial product is offered through this website, and no engagement proceeds without executed documentation and formal internal approval.

How we work

1. 01

   Readiness review

   Current documentation is assessed against institutional expectations.

2. 02

   Preparation

   Gaps are closed and the file is assembled.

3. 03

   Coordination

   Information is exchanged with the relevant institution.

4. 04

   Follow-up

   Requests are tracked through to conclusion.

Modelling & Scenario Analysis

Analytical modelling and scenario assessment supporting internal and institutional decision-making.

We build, review and document analytical models: cash-flow structures, cost and timetable sensitivities, counterparty concentration and stress scenarios defined with the counterparty in advance.

Assumptions are stated explicitly and traced to source documentation, so that a reader can see what drives an outcome and what would change it.

The output is analytical. It is not investment advice, a valuation opinion or a recommendation to enter into any transaction.

How we work

1. 01

   Scoping

   The question to be answered and the scenarios to be tested are agreed in writing.

2. 02

   Construction

   The model is built or reviewed and reconciled to source documentation.

3. 03

   Testing

   Sensitivities and stress scenarios are run and recorded.

4. 04

   Reporting

   Findings, assumptions and limitations are set out in a written summary.