We are a boutique firm of ex-Investment bankers, now consulting to 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, or we can guide you and your team through the process. We have been assisting Corporates in debt raising for > 10 years, and since 2016 have worked on>A$2bn of funding across Project finance , export credit, equipment finance and other avenues, and across all levels of the risk spectrum from senior to mezzanine and to hybrid or subordinate debt. RFA is staffed by ex-Investment Bankers : we’ve had > 90 years lending experience between us, so we already know the questions Credit will ask and the due diligence and documents required. Clients engage us because we simplify the process : we do all the work, and letting the client focus on running the company.
Corporate & Transaction Support : We also assist where there is no financing involved i.e.
– Project feasibility studies: writing some or all chapters of marketing material and offering documentation : from PFS 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 particular expertise in Resources, Infrastructure & Energy.
I have worked with RFA on a protracted basis across a number of Serco bids. In short, their work was outstanding- they were able to quickly and simply give detailed and meaningful analysis of a range of commercial options. Any rework was completed efficiently and diligently. The robust nature of the work performed enabled us to better consider the commercial options before us and to reduce the time required to consider and make those decisions
We engaged Rock Financial Advisory over a 15 month period in which time a range of modelling tasks in the areas of project evaluation, mergers and acquisition, asset divestment and litigation support were performed. The attention to detail and dedication to the task to meet tight deadlines was greatly appreciated. RFA was able to come up to speed with the particulars of our industry in a short space of time, and they worked autonomously – something that was greatly appreciated when trying to get the maximum from a small team.
I engaged Rock Financial Advisory in 2009 to assist with a coal mine model whereby they undertook a complete audit, repair, rebuild, and update with new and additional data. They also added project finance calculations to prepare the company for a takeover. I found the work to be both thorough and efficient
RFA’s work was very detailed, and greatly assisted in aggregating the financials re all our mines