Our expertise
SPV MANAGEMENT
ASSET MANAGEMENT
COMPLEX PROJECTS
Our core business: to manage complex projects sponsored by special-purpose vehicles (SPVs).
Canopée has built up well-regarded expertise in SPV management around three principles:
- Comprehensive SPV management, including social mandates;
- A one-stop shop for all project stakeholders;
- Robust project guidance.
This offering is structured around six skills that can be activated simultaneously or separately.
- Directorships
- Interface management (public agencies, users, contracting administrations, investors, lenders, consultants)
- Supervision of operations
- Managing disputes and litigation
- Public relations
Managing
projects
- Monitoring contractual obligations
- Monitoring supervisory bodies
- Managing riders
- Reporting and monitoring KPIs
- Preventing risks (security in particular)
- Monitoring insurance policies
Managing
contracts
- Managing guarantee periods
- Monitoring project trends
- Monitoring commitments in heavy maintenance & lifecycles
- Following up on major changes
- Managing claims
Managing technical and operational issues
- In cooperation with our external auditor partners
- Account-keeping
- Closing accounting books
- Interfacing with external auditors
- Tax declarations
Managing
accounting and tax issues
- Management controls
- Budget monitoring
- Cash management (relations with banks, regulations, cashflow, etc.)
- Following up on financing documentation
- Updating financial models
- Producing financial reports
Managing
finances
- Defining and monitoring ESG indicators
- Labour issues
- Legal issues
Managing legal issues
THE BENEFITS FOR YOU
Impartial representation and defence of project interests with regards to all stakeholders
Time savings and efficiency gains
Mastering complexity over the long term
Value creation
Our experience in the challenges of SPV management in project financing, combined with ad hoc financial skills, now allows us:
- to provide contractual, administrative and financial management of holding companies from the portfolio management point of view;
- to play an advisory role with asset managers;
- to step in as investor-designated representatives
(board members, directors, etc.).
Our offering encompasses five services and can be adjusted to your needs:
- Representing funds at SPV board of directors meetings
- Coordinating with SPVs to manage litigation or any issue pertaining to the project
- Monitoring alongside fund managers
- Quarterly reporting
Delegated administration of
financial investments
- Implementing a stringent financial control framework adjusted to the funds’ needs
- Monitoring returns of financial investments
- Updating forecasts, implementing Shareholders’value plan, controls and reviews of accounts and models
- Relations with banks
Financial management
of assets
- Quarterly reporting on operational issues involving portfolio assets and monitoring of investor flows
- Assistance – periodic or one-off – to funds for producing reports
- Updating valuation models and financial sensitivity tests
Reporting and valuation
- Monitoring ESG compliance of third-party stakeholders
- Producing ESG news and reports
- Advisory and assistance of SPV managers in developing suitable ESG initiatives
- Certification in sustainable finance (AMF)
Managing
ESG challenges
- Implementing and monitoring models for any holding company or financing vehicle
- Identifying and implementing ways to optimise SPV financial and legal structures
- SPV refinancing management or assistance
Ad hoc
operations
THE BENEFITS FOR YOU
Sharing good market practices
Value creation
An in-depth vision of the portfolio
Time savings and efficiency gains
Based on our asset management experience in infrastructure and PPPs, as well as the expertise that we have acquired in managing complex projects, we now support institutional investors, management committees, start-ups and heads of large projects in the most diverse sectors:
- … at milestones and key stages requiring special support, such as project development, commissioning, heavyweight projects, litigation, divestments, etc.;
- … when the contractual or relationship context requires enhanced due diligence and physical presence (e.g., with numerous interfaces, risks of conflicts of interest, or environmental or other sensitive areas).
Our offering encompasses three services and can be adjusted to your needs:
- Third-party representation
- Supervision and monitoring of operations
- Managing interfaces
- Animation of supervisory bodies
Project
management
- Management controls
- Budget monitoring
- Cash management
- Financial models
- Reporting
Financial
management
- Assisting management
- Monitoring developments in assets
- Developing and implementing investment strategies
- Risk prevention (HSE / ESG)
- Reporting
Advisory and strategy
THE BENEFITS FOR YOU
Impartial representation and defence of project interests with regards to all stakeholders
Creating a consensus
Risk prevention
Time savings and efficiency gains
