Confidential mandate
Adviser to Chief Financial Officer — Infrastructure Capital Strategy
Planned Hiring / New
A diversified infrastructure group needs a senior CFO adviser to test refinancing, asset recycling and capital-allocation choices before several large maturities and project commitments converge.
The mandate
The recurring finance question is how to protect liquidity while funding committed projects and avoiding value-destructive asset sales. Business cases treat refinancing, monetisation and new capital as separate exercises despite competing for the same covenant and sponsor capacity.
Three days monthly cover a portfolio-capital review, CFO working session and Finance Committee attendance. Urgent lender or transaction papers are acknowledged within one working day and reviewed within three.
The twelve-month term spans the principal maturity and annual capital plan and is not renewable. The adviser has no line authority, treasury mandate, transaction signature or executive responsibility.
Only two other major retainers may coexist. Relationships with lenders, funds, rating advisers, competing sponsors or transaction counterparties must be disclosed, and success fees or capital-introduction payments are prohibited.
Why the board wants this voice
Project teams advocate for growth and treasury manages near-term obligations, but the group lacks a dispassionate portfolio view. Directors want a former infrastructure CFO who can identify hidden coupling between covenants, equity calls and asset liquidity. Independence matters more than deal access.
What you will own
- Test the consolidated liquidity model for project slippage, covenant lock-up and contingent support.
- Challenge refinancing assumptions on tenor, cash sweep, security and concentration.
- Press sponsors to compare asset recycling with retained cash yield and strategic control.
- Shape capital-allocation principles across committed, discretionary and rescue funding.
- Examine downside sequences in which multiple projects require equity simultaneously.
- Guide committee questions on rating, lender-consent and holding-company consequences.
- Advise the CFO on negotiation priorities without contacting counterparties as company agent.
Candidate qualifications
- 28+ years in infrastructure finance, treasury, investment or CFO leadership.
- Direct accountability for multi-asset refinancing and covenant management through a stressed cycle.
- Evidence of executing asset recycling while preserving portfolio liquidity and governance.
- Fluency in project-finance structures, holding-company leverage, guarantees and rating dynamics.
- Repeated board Finance Committee exposure on capital allocation and lender negotiations.
- Independence from financiers and advisers likely to participate in transactions.
Non-negotiables
- Three Mumbai days monthly through the principal maturity.
- One-day acknowledgement and three-day review for complete lender papers.
- Full disclosure of lender, fund, rating and counterparty interests.
- No introduction fee, success fee or authority to negotiate on the group's behalf.
- 49 words maximum. Which infrastructure refinancing or asset-recycling decision did you reshape, and what liquidity constraint mattered most?
- 49 words maximum. Which lenders, funds, advisers or sponsors create a conflict that the Finance Committee must evaluate?
- 49 words maximum. Can you reserve three monthly days and review complete urgent lender papers within three working days?
This mandate is confidential. The client is named only under a mutual NDA, and your own record is never listed, sold or shown to a company under your name until you release it for this specific mandate.