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Development of operating lease platforms and rolling stock pools
Both new-build rolling stock fleets as well as the disposal of existing fleets allow potential investors (i.e. infra funds) to set up a new operating lease platform which can grow into a very desirable rolling stock lessor (or ROSCO). The Apex Rail Team (before it was founded) supported the establishment of ROSCOs that turned into business worth EUR 1bn + (i.e. ELL and Railpool). Hence the aim is to continuously grow the portfolio.
The complexity is to turn a single transaction into a ROSCO type business model which relies on multiple assets, clients, markets and ongoing growth.
The complexity is to turn a single transaction into a ROSCO type business model which relies on multiple assets, clients, markets and ongoing growth.
TYPICAL SCOPE OF WORK FOR DEVELOPMENT OF OPERATING LEASE PLATFORMS AND ROLLING STOCK POOLST
SCOPE OF WORK
-
Identification of investment opportunities that still offer such profitable growth potential -
Identify the risk used/new assets -
Identifying the right equity investment partner -
Develop a business plan for a Roscos strategy including a financial and business model -
Outline the Asset Management strategy for the portfolio, which depends on type of services and assets -
Implementation in line with the outlined structured financing process -
Potentially support the procurement process -
Post Transaction Closing potentially provide asset management services to investor
Interested in advice on development of operating lease platforms and rolling stock pools?
We in the Apex Rail team will do our best. Please contact us →
RELATED CASE STUDIES
[ FINANCIAL ADVISORY ]
Financing of a new fleet of Stadler TramTrains, a new maintenance depot and refinancing of an existing depot where the VMS EMU and BEMU pool is maintained by Alstom.
[ Financial Advisory ]
Sale and Lease Back of used fleet of 109 locomotives and 4.000+ used railcars
[ FINANCIAL ADVISORY ]
Managing the process for the acquisition and refurbishment for up to 135 passenger coaches by a 3rd party investor from FlixTrain
OTHER SERVICES
FINANCIAL ADVISORY
- STRUCTURING AND ARRANGING DEBT AND/OR EQUITY FOR RAIL ASSETS, INCL. LEASE STRUCTURING
- TRANSACTION MANAGEMENT (DEBT AND EQUITY RAISING, ACQUISITIONS, SALES)
- DEVELOPMENT OF OPERATING LEASE PLATFORMS AND ROLLING STOCK POOLS
- ASSET VALUATION AND THIRD-PARTY LEASE RATE VALIDATION
+
BUSINESS ADVISORY
- DUE DILIGENCE SUPPORT FOR M&A TRANSACTIONS INVOLVING RAIL ASSETS
- MARKET ENTRY SUPPORT AND BUSINESS DEVELOPMENT
- ASSESS AND OPTIMIZE GREEN TECHNOLOGY ADOPTION STRATEGIES (E.G. FOR FLEET RENEWALS)
- INTERIM MANAGEMENT SUPPORT FOR RAIL COMPANIES AND LESSORS
- ROLLING STOCK PROCUREMENT SUPPORT
+
INVESTMENT MANAGEMENT
- PROJECT AND ASSET MANAGEMENT
- LEASE CONTRACT MANAGEMENT
- COMPLIANCE REPORTING
- REMARKETING SERVICES
+
THE TEAM DEVELOPS, STRUCTURES AND ARRANGES COMPLETE FINANCING SOLUTIONS FOR RAIL OPERATORS, PUBLIC TRANSPORT AUTHORITIES, INVESTORS AND MANUFACTURERS.
OUR TEAM
- CHRISTIAN FORSTER
- Head of sales support finance for a major rail manufacturer
- Developing financing solutions in Public-Private-Partnership projects for rolling stock and rail infrastructure
- 10 years commercial banking experience, heading rail and infrastructure financing teams
- Co-initiator + Advisory Board member of Railpool in 2009 and operating lease experience with ROSCOs
- Led large debt financings from freight rail cars to high speed trains until 2015
T: +41 41 220 24 51
M: +41 78 720 55 33 - MARKUS FRÖHLICH
- International Sales and Project Management of rolling stock for Siemens Transportation
- Developing and implementing operating and financial lease solutions for various rail asset classes across Europe incl. senior management roles in Angel Trains UK and Societe Generale
- Setting up a new rail finance advisory business in 2012 leading to extensive track record as financial advisor and asset manager for a wide range of rail transactions accross Europe
T: +41 41 220 24 57
M: +41 78 759 11 70 - JULIAN COX
- Former head of international leasing group for one of the World’s leading banks
- Led transactions for one of the UK’s challenger ROSCOs
- Several decades of experience of leading significant structured finance deals for world leading financial institutions and consulting groups
- Developed and executed solutions for rolling stock and rail infrastructure assets
M: + 44 78 7628 0507
Email: jcox@apex-rail.com - NATHAN WILLIAMS
- 5+ years in international consulting, most recently as a strategy consultant to ASEAN in Cambodia, and the United Nations in Iraq
- Participated in large-scale procurement projects on behalf of the United Nations and New Zealand Ministry of Defence
- Managed multi-million-dollar commercial real-estate portfolio including sales and purchase, quantitative analysis, leasing and contract management
- 10 years as an Army Engineer Officer, specialising in project management, strategy development and in-depth planning
M: +34 624 427 766 - GUILLEM ROMEA I MIQUELAssociate• 2+ years of experience in the transportation sector as a strategic consultant and investment analyst
• Prior to joining the company, he was an M&A/Business Development analyst at Vinci
• Holds a bachelor’s and master’s degree in Civil Engineering from UPC(Barcelona), and a master’s degree in Management and Finance from HEC Paris
Email: gromea@apex-rail.com
M: +34 617 288 723
YOU CAN SEND US YOUR DETAILS AND WE WILL BE HAPPY TO CONTACT YOU
CONTACT US
APEX RAIL GmbH
Winkelriedstrasse 56
CH-6003 Luzern
Switzerland
Email: info@apex-rail.com
TEL: +41 41 220 24 51
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