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Lease & Asset management
With rolling stock being delivered as a result of a financial transaction, Apex Rail can manage all activities in relation to this rolling stock for its entire life on behalf of the financial owners. Usually the rolling stock was financed to provide an operator a lease solution. If the owner takes residual value risks since the lease term is substantially shorter than the economic life of the rolling stock and new lessees must be found through the entire economic life, the asset monitoring and management efforts are more extensive compared to a long term finance lease.
Apex Rail covers the contractual and commercial responsibilities on behalf of a financial organization funding the rolling stock and cooperates (or sub-contracts) technical experts if required.
Apex Rail covers the contractual and commercial responsibilities on behalf of a financial organization funding the rolling stock and cooperates (or sub-contracts) technical experts if required.
SCOPE OF WORK
TYPICAL SCOPE OF WORK FOR LEASE & ASSET MANAGEMENT
Review of all contracts (including underlying financing agreements) to define the overall scope of deliverables and duties of the LESSOR and to prepare and manage a comprehensive risk matrix and register.
Management of the LESSOR’s obligations and rights under the Lease, MSA and any other contract entered into (including without limitation monitoring of the management of warranties in relation to defect notification, rectification and claims by the LESSEE and MAINTAINER, liaison with insurers where LESSOR intervention is required, etc) on behalf of the LESSOR.
Liaison with all stakeholder and represent the LESSOR in accordance with the Delegation of Authority Matrix
Review of maintenance activities and records in accordance with the MSA, the OLA and Maintenance Agreement
Supporting the LESSOR in the subcontracting of audits and inspections with special auditors and in co-operation with the LESSEE and the MAINTAINER
Preparation of written reports to the LESSOR
Reporting to the LENDERS under the Loan/Facility Agreements as and when required
Ad-hoc reporting and management of material events affecting the LESSOR (including without limitation accidents, major defects, longer term periods of train unavailability, losses, contract breaches)
Coordination and reporting of variation orders (including without limitation voluntary and mandatory modifications) affecting the LESSOR in accordance with Appendix 2
Monitoring of the performance of the LESSEE
Monitoring market developments that could affect the current and future usage, maintenance, residual value and re-marketability of the FLEET
Assisting with the re-marketing, sale and re-lease processes pursuant to any sale or re-leasing of the FLEET including, inter alia, assisting and liaising with any third party adviser appointed pursuant to such sale process
Administrative responsibilities including the management of communication logs relating to the LESSORs area of responsibilities
Interested in advice on Lease & Asset management?
We in the Apex Rail team will do our best. Please contact us →
RELATED CASE STUDIES
[ INVESTMENT MANAGEMENT ]
Commercial and Contract Management of the new-built rolling stock for Transport for Wales which is owned by a consortium of SMBC Leasing and Equitix
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)
• 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)
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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)
• 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)
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INVESTMENT MANAGEMENT
• PROJECT MANAGEMENT
• LEASE & ASSET MANAGEMENT
• CONTRACT MANAGEMENT
• COMPLIANCE REPORTING
• REMARKETING SERVICES
• ASSET VALUATION AND TECHNICAL AUDITS
• LEASE & ASSET MANAGEMENT
• CONTRACT MANAGEMENT
• COMPLIANCE REPORTING
• REMARKETING SERVICES
• ASSET VALUATION AND TECHNICAL AUDITS
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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
- 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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