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Specialty financing instruments (including derivatives)
Financial advisory for clients who require advice on specific banking products to either optimize its funding structure or seek protection from interest rate and FX fluctuations. Apex Rail can also advise on special funding instruments such as export credits, EU/EIB funding and guarantee programs.
TYPICAL SCOPE OF WORK FOR SPECIALTY FINANCING INSTRUMENTS
SCOPE OF WORK
Advise on different interest rate and FX hedging possibilities in connection with a procurement and financing
Advise on different possibilities to obtain bank guarantees and surety bonds
EU/EIB funding options incl. Company and project grants
Export credit (ECA) financing in support of train exports
Interested in advice on specialty financing instruments?
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 - BART VAN HORSSEN
- Set-up, financing and management of single fleet SPV financing for German DMUs in Dublin
- Successfully leading process to divest part of leasing portfolio by sale to European infrastructure fund
- Negotiations of a sale-and-lease back of NS Locomotive portfolio
- Contract management of lease agreements and purchase agreements for passenger rolling stock
- Project management experience by on-time delivery of DMU fleet
M: +31 6 14 33 34 72 - 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.
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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