In a business
Company, equity and enterprise valuations to support investment, shareholder and strategic decisions.
Consulting services that move capital decisions.
Seven advisory lines designed to answer the questions that determine whether capital moves — from project concept through valuation, diligence, transaction and financing.
Valuation in focus
Every valuation includes a figure. The figure alone is not the decision.
Value sits high on every corporate and investment agenda — in a business, a project, a transaction or a portfolio.
Perfomex provides robust valuation advice covering the angles that matter: the drivers of value, the risks around the numbers, and how value can be protected or enhanced.
Where value shows up
Understanding the facts behind the figures
In a project
Project and investment valuations grounded in economics, risk and development status.
In a transaction
Independent valuation input for acquisitions, disposals, capital raising and partnerships.
In a portfolio
Asset and portfolio analysis where capital allocation and relative value matter.
01
Project Development Advisory
Support from initial concept through investment readiness — transforming an opportunity into a structured, credible and investable project.
Capital-intensive projects rarely fail because of a single issue. They fail when concept, economics, structure and capital readiness are not developed together.
Perfomex supports sponsors and developers from early concept through investment readiness — helping turn land, resources, concessions or identified needs into structured, credible and investable propositions.
Our role is practical: clarify the commercial model, stress-test assumptions, identify risks and produce the documentation investors and financiers expect to see.
When this is needed
- You have a project concept that needs to become bankable
- Pre-feasibility or feasibility work is required before capital conversations
- Commercial structure and development strategy are unclear
- Investor materials and project economics need to be rebuilt
Scope
- Project concept development
- Project evaluation
- Pre-feasibility and feasibility studies
- Project readiness assessments
- Commercial structuring
- Development strategy
- Project economics
- Financial modelling
- Risk identification and allocation
- Development planning
- Stakeholder coordination
- Procurement and implementation strategy
- Investment readiness
- Project documentation and investor materials
02
Project Evaluation and Due Diligence
An independent view of proposed and existing projects before capital is committed — for investors, developers, lenders and institutions.
Before capital is committed, clients need an independent view of the opportunity — not a promotional narrative.
We evaluate proposed and existing projects for investors, developers, lenders and institutions, focusing on viability, material risks and the conditions required for successful investment or implementation.
The output is a clear assessment of what works, what does not, and what must change before capital should move.
When this is needed
- An investment committee needs an independent project view
- Assumptions on market, capex, opex or revenue look optimistic
- Lenders or partners require structured project due diligence
- You need sensitivity and scenario analysis before committing
Scope
- Financial and commercial viability
- Market assumptions
- Project economics
- Capital expenditure and operating assumptions
- Revenue models
- Contractual structure
- Development status
- Regulatory considerations
- Key project risks
- Management capability
- Funding requirements
- Implementation readiness
- Sensitivity and scenario analysis
03
Investment Advisory
Advice for investors, companies, sponsors and institutions considering new investments or capital allocation decisions — on either side of an opportunity.
Investment decisions require more than enthusiasm for an opportunity. They require screening, modelling, risk-return analysis and a clear view of structure.
Perfomex advises investors, companies, sponsors and institutions on either side of an opportunity — evaluating projects for capital providers, or preparing opportunities for investors.
We focus on whether the investment creates value, whether the structure can work, and what information is still missing.
When this is needed
- You are screening new investments or capital allocations
- A market-entry or expansion decision needs structured analysis
- You want independent modelling of risk and return
- You need representation or strategic advice through a process
Scope
- Investment opportunity assessment
- Investment screening and research
- Financial analysis and modelling
- Risk and return analysis
- Investment due diligence
- Transaction evaluation
- Portfolio and asset evaluation
- Market-entry analysis
- Investment structuring
- Investor representation
- Strategic investment advice
04
Valuation Advisory
Independent valuations to support investment, transaction and strategic decisions across companies, projects and assets.
Value is high on every corporate and investment agenda. A figure on its own rarely tells the whole story — valuation without expert analysis of the facts behind the numbers is incomplete.
Perfomex provides independent valuation advice across companies, businesses, projects, equity interests, enterprises and portfolios. We look beyond the immediate need to measure value, and also how value can be protected or enhanced through the drivers that matter.
Valuations may support acquisitions, disposals, capital raising, shareholder transactions, restructuring, strategic planning, impairment considerations and other commercial purposes.
When this is needed
- A transaction, investment or shareholder event requires an independent value
- You need project, equity or enterprise valuation for decision-making
- Management forecasts need independent challenge
- Value drivers need to be identified, protected or enhanced
Scope
- Company and business valuations
- Project and investment valuations
- Equity and enterprise valuations
- Asset and portfolio analysis
- Transaction valuations
- Financial modelling
- Scenario and sensitivity analysis
05
Corporate and Transaction Due Diligence
Independent analysis for acquisitions, investments, partnerships and other corporate transactions, with specialist coordination where required.
Corporate transactions succeed when diligence is commercial, financial and decision-oriented — not a box-ticking exercise.
We provide independent analysis for acquisitions, investments, partnerships and other transactions, covering quality of earnings, working capital, forecasts, customer and market dynamics, and transaction risk.
Where specialist legal, tax, engineering or environmental opinions are required, Perfomex can coordinate appropriate independent specialists as part of a wider engagement.
When this is needed
- You are considering an acquisition, investment or partnership
- Quality of earnings or forecast review is required
- Transaction risk needs structured assessment
- You need coordinated specialist input alongside commercial diligence
Scope
- Financial due diligence
- Commercial due diligence
- Business model assessment
- Quality of earnings analysis
- Revenue and margin analysis
- Working capital assessment
- Debt and liability analysis
- Financial forecast review
- Management assumptions
- Customer and market analysis
- Transaction risk assessment
- Valuation review
06
Transaction Advisory
Support across the transaction lifecycle — from preparation and structuring through diligence, negotiation and execution.
Transactions reward preparation. Buyers and sellers who enter processes with clearer structures, better information and stronger commercial positions generally achieve better outcomes.
Perfomex supports clients across the transaction lifecycle — preparation, structuring, valuation, diligence coordination, negotiation support and deal execution.
Whether buy-side or sell-side, our objective is the same: help clients enter and complete transactions with clarity.
When this is needed
- You are preparing a buy-side or sell-side process
- An information memorandum or investor package is required
- Negotiations need commercial and valuation support
- You need coordination across diligence workstreams
Scope
- Transaction preparation
- Buy-side and sell-side advisory
- Investment analysis
- Transaction structuring
- Valuation
- Due diligence coordination
- Financial modelling
- Information memorandum preparation
- Investor materials
- Deal analysis
- Negotiation support
- Transaction coordination
- Strategic partner identification
07
Project Finance and Capital Advisory
Preparing capital-intensive projects for financing through structures that investors and financiers can understand and evaluate.
Capital-intensive projects require more than funding. They require structures that investors and financiers can understand, stress-test and underwrite.
Perfomex helps clients prepare projects for financing through capital structure analysis, bankability assessment, modelling, investment memoranda and process support.
We may support financing transactions as an adviser and facilitator while working with appropriately licensed institutions where regulated financial services are required.
When this is needed
- A project needs to become lender- or investor-ready
- Capital structure and funding strategy are unresolved
- Bankability gaps need to be identified and closed
- Investor or lender materials must be prepared for a live process
Scope
- Project finance strategy
- Capital structure analysis
- Funding requirement assessment
- Financial modelling
- Bankability assessment
- Investor and lender readiness
- Financing documentation support
- Investment memorandum preparation
- Investor presentation materials
- Funding strategy
- Capital partner identification
- Financing process support
Perfomex may support financing transactions as an adviser and facilitator while working with appropriately licensed institutions where regulated financial services are required.