We are ex-Investment bankers, now consulting to / working for Corporates across the following three core services:
Debt Raising and Project Finance : We help Corporates access funding : we can either step in and execute the complete process (i.e. we will be your “deal team”), or we can guide you and your team through. We have been assisting Corporates in debt raising for > 10 years, and since 2016 have worked on>A$2bn of funding across senior debt, subordinate debt, export credit, equipment finance and other avenues. RFA is staffed by ex-Investment Bankers : we’ve had many years lending experience, so we already know the questions Credit will ask.
We also assist where there’s no financing involved : Corporate & Transaction Support, covering a wide range of roles, for example:
– Project feasibility studies / writing some or all chapters of marketing material/ offering documentation : from PFS to BFS to DFS to Information Memorandum
– Contract review and due diligence i.e. Technical, Legal, Engineering, Market, Insurance, Risk, Social Governance & Environmental, FX, Hedging, etc
– Creating presentations for, and presenting to Board/ Management/ Investors/ Stakeholders
– Investor Relations role / being the contact point for questions from external stakeholders
– Assisting in one or a few elements of a larger transaction, if that’s all the client requires.
Financial Modelling & Audit : Some of our assignments are pure modelling, and for a variety of end uses. For instance : Buying/ Selling/ Borrowing/Lending/ Valuations, or simply assisting Corporates arrive at correct forecast cashflows. We can “start from scratch” i.e. build you a new easy-to-understand financial model, or re-build an existing model, or undertake a model audit (of either your own or one you’ve received). Across all assignments, clients want us to essentially “uncomplicate” the numbers- so that’s what we do. We leave them with an easy-to-understand financial model. If the cashflows are clearer, so will be the decisions.
We work across all industries, and have expertise in Resources, Infrastructure & Energy.
Education: Master of Commerce, Sydney University
Rock Financial Advisory was established by Emma McPherson, who has over 15 years experience in investment banking:
-Director, Leveraged Finance, BNP Paribas, Sydney.
-Vice President, Project & Infrastructure Finance, BNP Paribas
-Analyst, Project & Infrastructure Finance, Bank of America
-Head of Australian Ratings Desk at Moody’s Investors Service
In her banking career Emma amassed extensive transaction experience across Project & Infrastructure Finance, Natural Resources, Leveraged finance and Private Equity, and executing all tasks from financial modelling to credit analysis, origination and coverage, to debt structuring/advisory. Emma now uses that experience to assist our clients across a wide range of mandates.
Emma speaks Italian, French and German.
Education: B.Commerce & B.Engineering(Civil)(Hons), University of Canterbury
Jonathan is a high-profile executive with proven success in the Australian and NZ Project and Acquisition corporate debt markets, with experience gained in senior leadership roles with top tier Australian and international banks. and across diverse industry sectors including social & economic infrastructure, power & utilities, renewables and resources.
Previous roles have included Director, Project Finance Westpac, and Director, Execution at Northern Australia Infrastructure Facility (NAIF)
Jonathan has over 25 years experience working as a banker, lending to some of Australia’s largest project financings, and thus now helps our clients to secure debt funding. With an (Honours) degree in engineering, he is particularly able to assist in financings where there is complex technical DD (infrastructure, construction, resources, etc).
Education: Bachelor of Commerce (Honours), University of Johannesburg (Chartered Accountant)
Julian is an experienced debt capital markets and infrastructure professional with approximately 20 years’ experience in the financial services industry. During his career Julian has gained extensive experience in Infrastructure and Project Finance Debt, Asset-Based Financing, Corporate Debt, Fixed Income, Bonds, Securitisation, Subordinated Debt and Preference Share funding. Julian’s transaction experience spans a wide range of sectors including Renewable Energy, Industrial, Resources, Real Estate, Pharmaceuticals and Aviation.
Previous roles have included Associate Director, at Northern Australia Infrastructure Facility (NAIF), and Debt Structuring roles at South African Funds focussing on Renewables.
Education: Ingénieur Géologue de l’Ecole Polytechnique d’Orléans, France (Geological Engineer)
Over his career Jean Francois has undertaken technical due diligence, financial modeling and analysis on behalf of large investment banks for the provision of both debt and equity to junior, mid-cap and major resource companies. His experience also includes corporate advisory, mergers & acquisitions and equity research. Prior to joining the finance industry in 2000, Jean Francois worked in New Caledonia, Australia and Chile in grass root exploration, mine development, resource estimation and financial evaluation of mining projects throughout the world. Jean Francois has a wide range of commodity experience including precious metals, base metals, iron ore, coal and specialty metals such as lithium.
– Ph.D. in Finance , University of St.Gallen, Switzerland
– MSc in Finance & Management, Cranfield School of Management, UK
– BSc in Economics, University of Paderborn, Germany
Dennis has deep knowledge in the financial sector from both direct involvement with clients, and from studying newly developed theoretical valuation approaches as part of his Ph.D. He has worked at HSBC in the Equity Research department and employed valuation techniques, that he also teaches in our courses.
Education: Master of Science in Economics, Luigi Bocconi Universita, Milano
Marco has worked 4 years developing his own start-up focusing on business models, financial sustainability and growth and marketing strategic development. He’s a technology and Excel heavy user, and thus has developed skills that allow him to use Excel from a simple sales funnel construction to a detailed 15-year business plan with multiple variables and scenario testing. Working for his start-up has given him vast Excel and Advanced Modelling knowledge, which he teaches to our clients in Europe, and uses in his consulting assignments. Marco also has a speciality in renewable energy, having completed his Master Thesis on Geothermal Heat Pumps.
Education: Master’s degree ESCEM (France Business School), Tours-Poitiers
Edouard has worked in investment banking in London and Switzerland mainly with Foreign Exchange and derivatives products. A digital age enthusiast, Edouard has also developed expert VBA skills in order to answer specific business issues encountered during his international banking experience. He is also a business intelligence and financial reporting specialist qualified with IBM Cognos TM1 and Business Objects Desktop Intelligence.