Infrastructure planning, transaction advisory, and financing

We help investors and asset owners

originate proprietary deal flow, identifying and developing invest-able opportunities. We perform due diligence on the commercial, regulatory, market and political aspects of a proposed investment. We advise them on mechanisms such as viability gap funding, development grants, guarantees and other risk-sharing to attract blended finance.

We help governments and international agencies

develop master plans, integrated resource plans, and pipelines of projects that create economic benefits and are financeable. We develop and appraise projects to see if they are economically, financially, technically, environmentally and socially viable. We structure projects, attract market interest, develop project documents, run tender processes, evaluate bids, assist in negotiations, and help government agencies get to financial close. We also help blend public and private finance so that socially desirable projects can proceed.

Sectors

Infrastructure and markets for social services

Natural resources and primary production

Regulatory advisory for Maui gas pipeline acquisition

Castalia developed investment roadmaps containing practical steps and tangible projects aligned with Samoa’s and Tuvalu’s NDC goals to accelerate the implementation of their NDCs to global climate action under the Paris Agreement ... Read more

Credit Risk Assessment for TIFIA Expressway Loans

Castalia developed investment roadmaps containing practical steps and tangible projects aligned with Samoa’s and Tuvalu’s NDC goals to accelerate the implementation of their NDCs to global climate action under the Paris Agreement ... Read more

IFC Climate Upstream Workshops, Brazil, Ethiopia, Indonesia

To identify Upstream initiatives that would create new markets for investments that addressed climate change, Castalia ran a series of ideation workshops and identified large-scale Upstream Investment opportunities for the IFC ... Read more

Raising Viability Gap Funding for Biomass Plant, Côte d’Ivoire

Castalia helped a private equity firm identify organizations able to provide viability gap funding for 46 MW biomass plant in Côte d’Ivoire. The government of Côte d’Ivoire’s expectations for the tariff to be paid for power from the biomass plant ... Read more

PPP Project Screening and Prioritization for Kenya

Castalia identified a set of 15 first-mover PPP projects across 6 sectors from the Government of Kenya’s existing PPP pipeline and new candidate projects. We trained government officials on PPP project preparation, evaluation, and coordination processes. Despite an improved framework ... Read more

Valuing Contact Energy for an Investor, New Zealand

Castalia advised an international strategic investor on its bid for a controlling stake in Contact Energy, one of New Zealand’s biggest energy providers. Our client needed a deep understanding of pricing, regulation and market rules in order to value Contact ... Read more

Privatization of the Port of Newcastle, Australia

Castalia helped the Newcastle Port Consortium prepare a growth strategy for the Port of Newcastle. The Government of New South Wales was going to privatize the Port of Newcastle and the Consortium, made up of local business people with commitment ... Read more

TIFIA Portsmouth Bypass PPP Advisory, USA

Castalia assessed the creditworthiness of a highway project to relieve congestion in Ohio, and recommended approving private financing. Due to fiscal, the Ohio Department of Transportation sought private funding help with the Portsmouth Bypass project, requesting a loan of US$230 ... Read more