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Fund Advisory

Recently there has been an investment paradigm shift taking place on a global scale where institutional investors are beginning to diversify away from their traditional asset classes into alternative asset classes. Infrastructure is one such asset class that is attracting significant interest.

To take advantage of this phenomenon, Deloitte is able to act as an International Fund Manager’s African representative to source, screen, evaluate and where appropriate, submit various proposed projects for inclusion in a fund managers’ portfolio where a proposed project meets the prescribed investment criteria and is in line with their broader investment mandate.

If a proposed project passes their investment process and is to be included in their portfolio, the fund manager will enlist Deloitte to manage and/or monitor the entire project development process from the inception phase through to completion.

Deloitte has built up considerable experience over the years and in turn established credible working relationships with a number of major donor agencies, NGOs, CBOs and FBOs globally. We are thus able to provide a transparent, reliable and accountable project as well as a donor fund and grant management service.

Our value proposition, which includes experience, integrity, expertise, extensive footprint, process, approach and methodology allows for the creation and implementation of a practical end-to-end solution.

Key Service Offerings

Donor fund advisory services
By effectively leveraging off Deloitte’s expertise and experience we are able to provide tailored non-Audit Assurance Advisory solutions for our clients, as follows:

  • Ensure overall governance structures/policies/constitution compliance .
  • Develop, host and maintain fund websites.
  • Ensure mandate adherence of all service providers.
  • Continuous monitoring of expenditure and forensic services and provide a whistle blowing hotline.
  • Provide the fund with Consulting/Tax/Legal/Risk Advisory and Corporate Finance Advisory services to assist with identifying and implementation of projects.
  • Facilitate the reporting process, including the official report drafting, back to the board of trustees.

Infrastructure shared services into Africa

  • Significant cost savings will be achieved by outsourcing the operational and project management functions to our Firm who already have established an African presence.
  • Given our extensive African platform, entrenched relationships and economies of scale we are able to source a variety of bankable infrastructure projects from a variety of sectors.
  • Client investment risk diminishes by partnering with a Firm who understand the complexities of doing business in Africa and who are acutely aware of the investment objectives.
  • Clients do not only have access to a team of experienced Project Managers and skilled Financial professionals but also to the Firm’s wider global resource base should it be required.
  • In partnering with a trusted, independent and highly results driven organisation, clients can be assured that their project investment success rate is significantly increased.

Alternative Renewable Energy Funding & Project Monitoring
With the vast amount of capital required to fund infrastructure-related projects on the continent, access to traditional bank project finance is becoming more difficult on both an equity and debt basis. The implementation of Basel III is forcing banks to increase their capital holdings against project finance exposures. This coupled with the fact that many banks already have significant balance sheet exposure to Renewable Energy Projects, will only lead to increased funding costs which will ultimately drive project IRR’s lower.

By tapping the institutional investor market, which is increasingly seeing infrastructure as an asset class in itself, access to more competitive funding is becoming more readily available.
In addition to playing a pioneering role in the alternative project financing arena, Deloitte Fund Advisory is able to offer other project related services to prospective clients enabling a bespoke turnkey solution. These include:

  • Debt & Equity Sponsor Services
  • Project Post Financial Close Financial Monitoring
  • Project Company Outsourced AdministrationWe advise, support and negotiate on behalf of clients with regards to the project.

Andre Pottas
Tel: +27 (0) 31 560 7033

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