Maritime investment management; providing economic solutions, at the intersection of experience and data analytics.
Advisory & Investment Service
Layering commercial maritime expertise, quantitative modeling and financial structuring; we structure maritime investment portfolios to withstand market cycles by identifying timing of pure value, vessels with economic utility and strategic optionality, to create a sustainable foundation for success.
Investment Strategy
Deploying a disciplined pure value approach to maritime assets, investing across leasing, acquisition, first mortgage and mezzanine capital structures.
Usage of proprietary data analysis to define the real value of an acquisition fixed and marginal costs structures.
Portfolio management focus on acquiring vessels with economic utility and operational flexibility by leveraging our global network of management teams.
Strategic optionality focus to monetize the timing of acquisitions.
Services
Commercial management, bunkering and emission modeling services for tanker, gas and bulk carriers.
Bareboat and time-charter leasehold valuation and risk management.
Acquisition modeling, portfolio construction strategy and cash-flow budgeting.
Application of data for valuation and portfolio stress testing.
Capital raising, structuring and fund management.
Recent Engagements
Acquisition of 2x LNGC for transition into a fixed-based operator (2021).
Statistical validation and modeling of maritime exposure for term charters, cargo contracts, and risk management strategy (2021).
Alternative maritime fuel research and carbon emission modeling for a global trading company (2020).
Macro-economic volatility analyses and causality effect on principal portfolio investments, strategy and real assets (2019).
Transitioning of a global operating “cost-center” to a “profit-center” for a global energy trading company (2016-2021).
Opening the regional trading office and integrating work-flows globally through SPA’s and Service Agreements.
Originating mandates for procurement, derivative execution, proprietary trading, leasehold marketing, and risk management.
Management of over 100 tankers across equity investments and long-term leasehold transactions.
Aligning global operational and administrative functions to support trading and chartering teams.
Expert negotiation and execution of contract forms for financiers, equity sponsors, vessel fleets, and cargo needs: (2004-2021)
TCP, BBC
SBC, Supervision & Makers List Negotiations
SPA,MOA, Term Sheets, NSF
All tanker/gas/bulk carrier voyage charter contract forms
Expert witness in case law and consultant in commercial strategy for portfolio contracts and disputes: (2021)
Letters of Indemnity & Bill of Lading
Bunker Quality disputes.