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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.
SCOPE OF WORK
TYPICAL SCOPE OF WORK FOR SPECIALTY FINANCING INSTRUMENTS
  • 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 →
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OTHER SERVICES
FINANCIAL ADVISORY
• STRUCTURING AND ARRANGING OF DEBT AND/OR EQUITY FOR ROLLING STOCK AND DEPOT FINANCINGS
• TRANSACTION STRUCTURING AND MANAGEMENT
• DEVELOPMENT OF OPERATING LEASE PLATFORMS AND ROLLING STOCK POOLS FOR PRIVATE INVESTORS OR PUBLIC TRANSPORT AUTHORITIES
• FINANCIAL MODELLING (REVIEW, DEVELOPMENT, MANAGEMENT)
MORE DETAILS
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BUSINESS ADVISORY
• FINANCIAL MODELLING (REVIEW, DEVELOPMENT, MANAGEMENT)
• DUE DILIGENCE SUPPORT FOR M&A TRANSACTIONS
• MARKET ENTRY SUPPORT
• BUSINESS DEVELOPMENT SUPPORT
• PROMOTE GREEN TECHNOLOGY AIMED TO INVESTORS
• PROVIDE 2ND OPINION ON ASSET VALUATIONS, LEASE RATES AND MARKET POTENTIAL
• DEVELOPING WHOLE LIFE COST MODELS FOR ROLLING STOCK ASSETS
• PREPARATION OF DESKTOP STUDIES (IN RELATION ROLLING STOCK FINANCING OPTIONS)
MORE DETAILS
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INVESTMENT MANAGEMENT
• PROJECT MANAGEMENT
• LEASE & ASSET MANAGEMENT
• CONTRACT MANAGEMENT
• COMPLIANCE REPORTING
• REMARKETING SERVICES
• ASSET VALUATION AND TECHNICAL AUDITS
MORE DETAILS
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OUR TEAM
THE TEAM DEVELOPS, STRUCTURES AND ARRANGES COMPLETE FINANCING SOLUTIONS FOR RAIL OPERATORS, PUBLIC TRANSPORT AUTHORITIES, INVESTORS AND MANUFACTURES.

  • CHRISTIAN FORSTER

    Managing Director & Founding Partner

    Linkedin Profile →
    • 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
    Email: cforster@apex-rail.com
    T: +41 41 220 24 51
    M: +41 78 720 55 33

  • MARKUS FRÖHLICH

    Managing Director & Founding Partner


    Linkedin Profile →

    • 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
    Email: mfroehlich@apex-rail.com
    T: +41 41 220 24 57
    M: +41 78 759 11 70

  • MARTIN METZ

    Managing Director & Partner


    Linkedin Profile →

    • 30+ years in the banking industry
    • Global Head of Land Transport Finance, covering passenger and freight rail plus rail related asset finance clients in Europe, North America, and Australia
    • Set up and initiated a platform, incl. two international front office lending teams, asset research, advisory, equity and credit risk functions
    • 20+ years track record with prominent and award-winning transactions, and a debt portfolio of up to €3.5bn
    Email: mmetz@apex-rail.com
    T: +41 41 220 24 52
    M: +49 173 6511 958

  • BART VAN HORSSEN

    Associate Director & Partner

    Linkedin Profile →

    • 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
    Email: bvanhorssen@apex-rail.com
    M: +31 6 14 33 34 72

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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