Finance & Investment

Finance & Investment

Structuring Capital. Unlocking Global Opportunity.

Lord Waverley Global advises governments, institutions, investment platforms, and corporate clients on the design, mobilisation, and governance of capital across key sectors and asset classes. Our focus is on enabling bankable projects, scalable investment platforms, and sustainable financing strategies that deliver real-world impact in both developed and emerging markets.

We bring together strategic insight, financial structuring expertise, and deep institutional relationships to help clients attract capital, de-risk transactions, and align investments with long-term development, ESG, and economic goals.

Our Services Include:

  • Trade Finance & Export Credit Advisory

    • Structuring trade flows, credit guarantees, and export finance mechanisms in collaboration with ECAs, DFIs, and development banks.

  • Project Finance & Investment Structuring

    • Supporting infrastructure and enterprise projects with feasibility assessments, financial modelling, investor packaging, and transaction advisory.

  • Blended Finance Solutions

    • Designing structures that combine public, private, and philanthropic capital, including guarantees, first-loss capital, and concessional instruments.

  • Sovereign & Subnational Investment Platforms

    • Developing national investment frameworks, project pipelines, and co-investment vehicles aligned with fiscal and economic policy.

  • Capital Markets Access

    • Advisory on equity and debt issuance, including private placements, green bonds, sustainability-linked instruments, and structured notes.

  • Fund Design & Governance

    • Structuring of investment vehicles such as infrastructure funds, private equity platforms, and ESG-aligned investment instruments.

  • ESG & Impact-Linked Financing

    • Integration of sustainability metrics, SDG alignment, and impact reporting frameworks into investment structures to unlock climate and impact capital.

Strategic Outcomes We Deliver:

  • Bankable project pipelines with credible risk-sharing structures
  • Access to global capital markets and institutional investors
  • Strengthened national investment ecosystems and governance
  • Integration of ESG and climate finance principles into financial instruments
  • Deal flow generation and capital mobilisation across priority sectors

Finance & Investment – Sub-Sector Breakout

1. Sovereign & Public Finance

Supporting governments, ministries, and sovereign wealth institutions in developing capital strategies that align with national priorities and fiscal sustainability.

  • Sovereign investment platform design
  • Debt structuring, sustainability, and refinancing
  • Budget-linked project finance frameworks
  • PPP structuring and fiscal risk management
  • Strategic engagement with DFIs, ECAs, and multilateral lenders

2. Trade & Export Finance

Advising on the mobilisation of capital for trade, exports, and industrial value chains using structured finance, guarantees, and institutional partnerships.

  • Structured trade finance and working capital solutions
  • Export credit facility design and ECA advisory
  • Cross-border trade structuring and political risk mitigation
  • Receivables finance, factoring, and supply chain finance
  • G2G and sovereign-linked export facilitation programs

3. Project Finance & Bankability Advisory

De-risking and packaging infrastructure and industrial projects for private and institutional capital across complex jurisdictions.

  • Financial modelling and commercial viability analysis
  • Bankability assessments and capital structuring
  • Transaction advisory through financial close
  • Risk allocation and mitigation strategy
  • Term sheet development and investor engagement

4. Blended Finance & Impact Structuring

Designing layered capital solutions that crowd in private investment through concessional tools and catalytic capital.

  • Blended finance platform development
  • Integration of guarantees, first-loss capital, and grant components
  • Alignment with SDG targets and thematic goals
  • Public-private capital leverage models
  • Governance design for pooled capital structures

5. Investment Vehicles & Fund Structuring

Creating fund structures that meet the evolving needs of institutional investors, sovereign funds, and private equity platforms.

  • Infrastructure, impact, and sector-specific fund design
  • Legal structuring, governance, and fund management models
  • LP/GP alignment and waterfall models
  • ESG-aligned fund strategy and performance metrics
  • Regulatory and investor disclosure frameworks

6. Green Finance & ESG-Linked Instruments

Unlocking access to sustainability-focused capital through climate-aligned instruments and ESG-compliant frameworks.

  • Green, sustainability-linked, and transition bond structuring
  • Access to climate funds and concessional climate capital
  • MRV frameworks and carbon market integration
  • ESG screeners and SDG-linked investment frameworks
  • Regulatory advisory under SFDR, ISSB, TCFD, and EU taxonomy

7. Capital Mobilisation & Investor Engagement

Connecting projects, governments, and enterprises with global capital sources through tailored capital-raising and strategic matchmaking.

  • Investor readiness diagnostics and packaging
  • Family office, DFI, and sovereign wealth fund engagement
  • Bilateral investment platforms and private placement strategies
  • Deal structuring for anchor investors and co-investments
  • Roadshows, data rooms, and transaction support