We support clients across the full path from early project structuring to financing readiness, lender engagement, procurement alignment and implementation support.
Services That Turn Projects into Financeable Transactions
Service 1
EPC-F & ECA/DFI Structuring
To define the most suitable financing route and transaction structure.
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EPC-F structure development
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ECA/DFI route assessment
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Buyer’s credit / supplier credit / project finance options
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Lender and ECA interface strategy
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Transaction framework preparation
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Financing assumptions and eligibility logic
Project Owner
Contractor / Supplier
Bank / ECA / DFI
Implementation
Service 2
Financial Modelling & Bankability
To make the project understandable and assessable for lenders, ECAs and investors.
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Financial model development/review
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CAPEX/OPEX assumptions
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Revenue and repayment logic
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Sensitivity analysis
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Financing scenarios
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Bankability package
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Information memorandum and lender presentation support
A financial model is not only an Excel file containing calculations. It is the financial translation of the project’s technical, commercial and contractual reality.
Service 3
Engineering & Technical Advisory
To ensure that the technical scope is mature enough to support financing discussions.
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Technical scope review
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Design maturity assessment
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CAPEX validation
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Technical risk identification
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Interface review between design, procurement and implementation
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Review of technical assumptions used in financial models
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Support to technical documentation for lenders and institutional stakeholders
This is one of CSM2 Finance’s main differentiators. Many financial advisors can build a financing model; fewer can challenge the technical assumptions behind it.
Service 4
Procurement & Contract Packaging
To align procurement strategy with financing eligibility and project execution requirements.
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Procurement strategy review
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Supplier and contractor coordination
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Contract packaging
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Origin/content alignment for ECA eligibility
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Equipment and service package structuring
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Tender/procurement documentation support
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Coordination between owner, EPC contractor, suppliers and financing parties
Service 5
Project Management & Implementation Readiness
To make sure the project can be implemented in line with the financing structure.
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Implementation strategy
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Project execution planning
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Schedule logic and milestone review
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Stakeholder coordination
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Risk register and mitigation planning
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Reporting and project control framework
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Coordination support during implementation preparation
Financing parties need confidence not only in the borrower, but also in the project’s ability to be delivered.
Service 6
Compliance, Due Diligence & Disbursement Support
To support the administrative, documentary and integrity requirements of financed projects.
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KYC and counterparty screening coordination
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Integrity due diligence support
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ECA/DFI documentation support
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Disbursement file preparation/review
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Compliance tracking
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Reporting and administrative coordination
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Coordination with specialist due diligence partners where required
How Services Combine ?
Not every project needs the same service package. CSM2 Finance can support a single workstream or build an integrated advisory role covering finance, technical readiness, procurement and implementation planning.
Focused Advisory
Specific issue-based support.
Transaction Structuring Support
Finance + Procurement + Documentation
Integrated Project Readiness Support