Investment Advisory
Our goal is to provide investors with practical and sustainable solutions that minimize risks and maximize return potential.
Sacay Group provides comprehensive investment advisory services for both the public and private sectors. Our multi-sector expertise, spanning from construction to defense industry, agriculture to energy, is designed to provide project evaluation, structuring, financing, implementation, and performance tracking all under one roof. Our goal is to offer investors feasible and sustainable solutions that minimize risks and maximize return potential.
What projects do we provide consulting services for?
We offer end-to-end consulting for each of the following project types:
- All public and private projects
Project evaluation and implementation support for local governments, public institutions, private sector investments, and joint ventures.Services: preliminary feasibility studies, legal framework analysis, stakeholder management, bid preparation, contract negotiations.
- State-guaranteed projects
Structuring projects based on state-guaranteed revenue streams, analysis of the scope of the guarantee, contract negotiation, coordination with state institutions.
Legal/financial analysis for risk management and guarantee claims.
- Build-Operate-Transfer (PPP / Build-Operate-Transfer) projects
PPP-compliant project design, tender preparation, financial modeling, consortium formation, bid document preparation, contract and financing negotiations.
Performance and commitment monitoring throughout the project life cycle.
- Construction projects (residential, commercial, infrastructure, luxury projects)
Engineering assessment, cost & schedule preparation, subcontractor selection, site management, quality control, cost management, and delivery process support.
Special: Investment feasibility studies and sales/marketing strategies for luxury residential, villa, and prestige projects.
- Production facility projects
Production line optimization, factory setup, CAPEX/OPEX planning, machinery/equipment procurement strategies, commissioning.
Site selection (land/logistics advantage), permits and incentive analysis.
- Defense industry projects
Supply chain security, certification and licensing processes, local content policies, confidentiality and security compliance, strategic partnerships in defense projects.
Project financing, offset management, and technical competency assessment.
- Financial investments & portfolio management
Direct investments, equity/partnership structures, portfolio allocation, risk/reward analysis, and exit strategies.
Example instruments: direct equity, mezzanine, project finance, syndications, strategic partnerships.
- Technology projects (startup-scale up & corporate technology investments)
Technology due diligence (IP, team, product-market fit), valuation, investment round preparation, partnership referrals.
Commercialization, licensing strategies, R&D incentives, and government support.
- Financial advisory & financial solutions
Financial modeling, cash flow projections, budget management, credit restructuring, tax/incentive optimization.
Corporate restructuring, liquidity management, and investor presentations (IM).
- Appraisal / Valuation reports
Independent appraisal reports: real estate, factory, machinery and equipment, business valuations.
Reports are prepared in a format suitable for investment decisions, loan collateral, and tenders.
- Investment opportunities & opportunity presentation
Market scanning, opportunity identification in target sectors, investment memoranda, and presentations to potential investors.
Local-international investor matching and roadshow support.
- Agricultural projects
Feasibility studies, supply chain and marketing plans for modern agricultural investments, greenhouse investments, livestock and aquaculture (e.g., fish farming) projects.
Agricultural incentives, structuring in line with IPARD-like support.
- Energy projects (renewable + conventional)
Solar, Wind, Biomass, Hybrid projects; PPA negotiations, grid connection, EPC selection, project financing.
Energy efficiency, storage, and regulatory compliance consulting.
Concrete services offered by Sacay Group
- Preliminary Feasibility Report (market, cost, revenue, key risks)
- Detailed Feasibility & Technical Report (FS)
- Fully Functional Financial Model (Excel) — CAPEX/OPEX, NPV, IRR, sensitivity analyses
- Investor Information Memorandum (IM)
- Technical Specifications & Tender Documents
- Draft Contracts & Legal Review Notes (preferably with legal counsel)
- Financing Package / Term Sheet and introductions to banks/institutional investors
- Tender and Subcontractor Management (process management, bid evaluation)
- Project Management & Audit Reports (EPC tracking, quality and cost control)
- Expertise / Valuation Reports (independent)
- Exit Strategies & M&A Support
How do we work? (Step-by-step process)
- Initial Assessment & Introduction — quick analysis of objectives, constraints, and preliminary expectations.
- Preliminary Feasibility — basic economic and technical feasibility report.
3. Due Diligence — financial, technical, legal, environmental, and market DD.
4. Strategy and Structuring — project structure, partnership model, financing plan, incentive utilization.
5. Financing & Contract Negotiations — discussions with lenders, investors, and suppliers.
6. Implementation & Project Management — tendering, subcontractor management, construction/installation, quality control.
7. Operations & Performance Monitoring — O&M arrangements, performance KPIs, reporting.
8. Exit / Value Realization — sale, IPO, transition to strategic partnership, or structuring of lease revenues.
Risk Management & Compliance
- Project risk matrix (market, technology, construction, environmental, legal) is prepared.
- Guidance on regulations, permits, and environmental impact assessments (EIA/ESIA).
- Compliance and permitting processes are prioritized, especially in sensitive sectors such as defense and energy.
- ESG and sustainability criteria are integrated into the project.
Financing solutions
- Project financing (non-recourse/limited recourse)
- Banks & syndicated loans
- Government support and incentive packages (local tax/incentive consulting)
- Strategic investor/partner sourcing
- Collaboration with Export Credit Agencies (ECA) and development banks (in suitable projects)
- Equity and Mezzanine structuring
Defense Industry Special Note
- Compliance with local content (offset/local content) management, confidentiality/security requirements, and licensing processes in defense projects is critical.
- Technical competency assessments, supplier & subcontractor suitability reviews, and security certification support are provided.
Why Sacay Group?
- Sector diversity: Practical experience in construction, energy, defense, agriculture, and industrial projects.
- International network: Domestic and international connections, access to investors and financiers.
- End-to-end service: Interdisciplinary team capable of coordinating all stages up to implementation.
- Strong financial and technical analysis capabilities: Realistic financial models and practical technical solutions.
- Confidentiality & professionalism: Data confidentiality and professional working principles throughout all processes.