AFII
Recapitalisation and exit planning meeting
Capital Realisation

Exit Planning & Recapitalisation

Considering sale, refinancing or ownership transition before the decision becomes urgent.

Understanding The Mandate

Who could be a credible future owner or financier, and what evidence would they need?

Principal Investments

An asset may become ready for a different owner or capital structure as it matures. A development partner may seek an exit after commissioning, while an operating portfolio may support refinancing that releases equity without selling the underlying asset.

AFII's principal-investment approach considers possible routes to value realisation alongside the original ownership decision. Any proposed sale, recapitalisation or refinancing remains subject to the asset's performance, market conditions, legal rights and counterparties.

The Issues That Matter

What The Structure
Needs To Address.

Each mandate needs a different balance of structure, commercial judgement and execution. These themes explain the practical issues that usually shape the work.

1

Understand the exit universe

Strategic purchasers, long-term asset investors and lenders may value different characteristics.

2

Prepare before marketing

Organised contracts, financial records, ownership details and operating history can materially affect diligence.

3

Review the alternative

A sale, staged reduction or refinancing can generate different outcomes for remaining shareholders and creditors.

A Practical Perspective

Work From The
Underlying Facts.

Nothing replaces the review of contracts, financial information and the particular circumstances of the borrower, project or investment. Each engagement remains specific to the transaction, counterparties and jurisdiction involved.

Discuss This Requirement
From The Published Directory

Related Published References.

All Transactions

References are drawn from AFII’s published transaction directory. Some entries describe historical, proposed or confidential assignments; inclusion does not establish that every project reached financial close. Photographs are editorial illustrations, not authenticated project images.

Start With The Mandate

Tell Us About The
Business Behind It.

Whether the discussion concerns a project, operating company or investment structure, we begin with what the business needs to achieve and what information is available.