Our Services

Transaction Strategy & Execution
  • Sale strategy, information memoranda, marketing, roadshows and execution

  • Bid strategy, development and execution

Risk Planning & Analysis
  • Risk identification, mitigation and allocation to meet sponsor, investor and lender risk tolerances.

Due Diligence
  • Scoping, appointment and monitoring of consultants for matters beyond our expertise consistent with the transaction risk analysis and lender and investor due diligence requirements.

  • Market analysis: supply and demand balance and competitor analysis.

  • Planning approvals, including appropriate stakeholder engagement and consultation.

  • Technical risk assessment and tolerance of the lending and investor markets.

  • Transaction strategy, including assessment of regulatory risk.

  • Environmental risk assessment, community consultation, management and alignment with lender and investor ESG strategies.

  • Legal and tax: structural and contract legal and tax risk.

  • Insurance: analysis of cost/benefit relationship of external versus self-insurance, the amounts and terms of insurances available, minimum required levels of lender and investor insurances and alternative risk mitigation strategies.

  • Stakeholder engagement.

Financial Modelling & Valuation
  • Financial modelling and valuation scenarios for sponsors, investors and lenders.

How we Drive Success

Knowledge

The Caldrex team is comprised of highly experienced professionals, with strong strategy, finance and project development backgrounds

Experience

We leverage our extensive experience and skills to enhance risk/return profiles, shorten transaction times, minimise costs and achieve optimal financial and commercial outcomes.

Independence

We provide independent advice, free of conflicts of interest.

Innovation

We pride ourselves on building value through developing innovative solutions to financing, risk management, commercial and strategic issues.

Commitment

Our senior team is focused and motivated, and will be directly and actively involved in all transactions