Our Approach

At some point in the growth cycle of all successful businesses, they will consider a major project, strategic partner, acquisition or divestment to focus the business and accelerate growth. Caldrex will assist you to navigate this complex process, including strategy development, qualifying targets, managing and overseeing due diligence processes, sourcing and structuring financing, and facilitating/managing transaction execution.

We make it our business to know our clients, what makes your business unique in its industry and what drives your bottom lines. We invest our time and resources to understand your business and your goals. We will look at your business from a fresh perspective, assisting you to validate and reinforce your current strategy, as well as to identify opportunities that may have been overlooked.

We will support you in areas such as:

  • Development of corporate strategies for growth, acquisition, divestment and capital raising, development of transaction concepts and competitor analysis.

  • Project commercial risk assessment and mitigation including negotiation of commercial and financial documents to meet (reflect) risk objectives.

  • Transaction management including asset valuation, competitor analysis, competitive tendering, management of due diligence processes including scoping and management of due diligence consultants to an agreed timeline and budget; capital raising, sale and purchase negotiation.

  • Commercial feasibility assessment, and benchmarking against bankability requirements.

  • Assessment of contractor performance, and assistance in managing and resolving contract disputes in the context of financial covenants.
  • Managing bid processes including scoping and managing external due diligence consultants to ensure timely completion and compliance with bid and stakeholder requirements including lenders and equity.

  • Creating and managing competitive counterparty bidding tension.

Our Value-Add

Knowledge

  • The Caldrex team is comprised of highly experienced professionals, with strong strategy, finance and project development backgrounds. Our team will assist you to identify the most appropriate source of financing to meet your needs, develop the optimal borrowing and risk allocation structure and create competitive tension around finance terms.

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. The Caldrex team has extensive experience in advising clients in relation to project, structured and asset-based debt.

    The Caldrex team has extensive experience across a range of projects that provides a strong basis for the analysis, negotiation and allocation of risk in Project and PPP structures. In order to best serve our clients, we focus on understanding project documentation and developing close business relationships with our clients, allowing us to deliver the most appropriate outcome within the project framework.

    We draw on extensive first-hand experience in funding projects to assist clients to understand project and consortium dynamics, stakeholder issues and government, investor and lender requirements. We then track these issues to ensure they are appropriately dealt with in commercial and finance documents.

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 and enhancing risk/return profiles that add value.

Commitment

  • Our senior team is focused and motivated, and will be directly and actively involved in all transactions. We offer direct and personal access to senior team members with immediate senior level attention on all key transaction aspects. Our team becomes actively involved at a senior level in each transaction from the onset, and we work closely with our clients to create the optimum value for them.