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Modeling-Led Infrastructure Advisory

Model Build
Financial Advisory
Model Verification

Converge is an advisory boutique differentiated by our deep expertise integrating project finance, due diligence, commercial structuring and tax modeling. 


We are focused on the infrastructure sector and are recognized for applying disciplined, transparent, project finance-based modeling practices. 

Modeling Heritage

Experience that stands on its own.


>$C 150 billion of models reviewed, audited or constructed for transformational infrastructure transactions on behalf of investors, developers, regulators, crown corporations and provincial governments. 15+ years of integrating project finance and tax structuring into long-life infrastructure models.  

Due Diligence Legacy

A history of independent advisory. 


>$C 110 billion of financial due diligence mandates delivered on behalf of the infrastructure and power & utility teams of institutional investors and mid-market funds. We are seasoned deal advisors and helped countless bid and development teams reach the finish lines during demanding processes. 

Converge's Founder

Converge's heritage includes advising on over $C 220 billion of highlight infrastructure transactions in financial modeling, due diligence or financial advisory roles across all asset classes. 

Andre Perret CPA, CA

Founder

Andre has more than 15 years of direct experience advising institutional & corporate investors, developers and government authorities on infrastructure investments across the Americas,  lead independent reviews of binding bid models for investors on over forty separate transactions. 


Andre has previously led the infrastructure financial modeling training role and project finance accreditation at KPMG and Deloitte. 

Our Services

A sample of our model-led advisory services. 

Core Financial Modeling


  • Project finance modeling
  • Regulated utility modeling
  • Greenfield model development
  • Pre-transaction model development
  • Operational model development
  • Canadian & US tax modeling
  • US renewables tax equity modeling

Transaction Advisory


  • Transaction modeling
  • Bespoke financial advisory
  • Working as an extension of your deal team.
  • Post-transaction asset management model development

Due Diligence Model Review


  • Model review (external)
  • Internal model review (e.g. best practice)
  • Key contract & model assumption confirmation
  • IFRS/GAAP model review
  • Complex contract mechanism analysis

Model Verification


  • Rapid model diagnostic services
  • Formulaic model verification - comprehensive.
  • Formulaic model verification - bespoke.  

Recent Case Studies

These cases highlight our market differentiated model-led advisory for unique processes requiring deep precedent experience. 

01

Bespoke US Tax Equity Renewables

A comprehensive greenfield deal model was engineered under a compressed deal timeframe for a bespoke US renewables tax equity mandate with a mid-market private equity fund. The modeling solution involved the rebuild of a large renewables portfolio vendor model, designing unique tax equity partnership allocation mechanisms, and integrating multi-level income tax modeling.  

Client: Mid-Market Private Equity Fund

Project Duration: 3 months

02

Regulated Utility Modeling Transformation

A year-long corporate modeling transformation involved planning, designing and executing asset-level financial models for over 30 regulated assets, which then integrated into a HoldCo-level corporate model with full finance & cross-border tax planning functionality. This engagement involved working with stakeholders from all client functions, including asset management, FP&A and executive levels. 

Client: Regulated Utility Holding Company

Project Duration: >12 months

03

CANXPORT Canada Infrastructure Bank Financing

Model-led financial advisory including planning, development, and ongoing optimization and of the CANXPORT financial model for the Port of Prince Rupert. CANXPORT is a greenfield large-scale bulk transload facility supporting 400,000 TEUs of annual export capacity. The role continued from pre-transaction feasibility stage through to Canada Infrastructure Bank (CIB) financial close over a period of two years, involving hundreds of model iterations, and negotiations with multiple proponents and the CIB.  

Client: Prince Rupert Port Authority

Project duration: >24 months

04

Agricultural Processing Expansion Financing

24+ month process advising an operating agricultural processor on a joint private-public financing for a major expansion while the transaction structure was continually evolving, and company operations continued. The integrated modeling solution considered taxable and non-taxable structures, as well as project finance and corporate finance solutions. Hundreds of model scenarios and iterations were assessed over the life of this mandate to reach financial close. 

Client: Agricultural Processor

Project duration: >24 months

Bespoke US Tax Equity Renewables

A comprehensive greenfield deal model was engineered under a compressed deal timeframe for a bespoke US renewables tax equity mandate with a mid-market private equity fund. The modeling solution involved the rebuild of a large renewables portfolio vendor model, designing unique tax equity partnership allocation mechanisms, and integrating multi-level income tax modeling.  

For a bespoke US renewables tax equity mandate with a mid-market private equity fund, a comprehensive greenfield deal model was engineered under a compressed deal timeframe. The modeling solution delivered involved the rebuild of a large renewables portfolio vendor model, designing unique tax equity partnership allocation mechanisms, and integrating multi-level income tax modeling.  

Client: mid-market private equity fund

Project duration: 3 months

Regulated Utility Modeling Transformation

A year-long corporate modeling transformation involved planning, designing and executing asset-level financial models for over 30 regulated assets, which then integrated into a HoldCo-level corporate model with full finance & cross-border tax planning functionality. This engagement involved working with stakeholders from all client functions, including asset management, FP&A and executive levels. 

A year-long corporate modeling transformation involved planning, designing and executing asset-level financial models for over 30 regulated assets which then integrated into a HoldCo-level corporate model with full finance & cross-border tax planning functionality. This engagement involved working with stakeholders from all client functions, including asset management, FP&A and executive levels. 

Client: Regulated Utility Holding Company

Project duration: >12 months

CANXPORT Canada Infrastructure Bank Financing

Model-led financial advisory including planning, development, and ongoing optimization and of the CANXPORT financial model for the Port of Prince Rupert. CANXPORT is a greenfield large-scale bulk transload facility supporting 400,000 TEUs of annual export capacity. The role continued from pre-transaction feasibility stage through to Canada Infrastructure Bank (CIB) financial close over a period of two years, involving hundreds of model iterations, and negotiations with multiple proponents and the CIB.  

Model-led financial advisory including planning, development, and ongoing optimization and of the CANXPORT financial model for the Port of Prince Rupert. CANXPORT is a greenfield large-scale bulk transload facility supporting 400,000 TEUs of annual export capacity. The role continued from pre-transaction feasibility stage through to Canada Infrastructure Bank (CIB) financial close over a period of two years, involving hundreds of model iterations, and negotiations with multiple proponents and the CIB.  

Client: Prince Rupert Port Authority

Project duration: >24 months

Agricultural Processing Expansion Financing

24+ month process advising an operating agricultural processor on a joint private-public financing for a major expansion while the transaction structure was continually evolving, and company operations continued. The integrated modeling solution considered taxable and non-taxable structures, as well as project finance and corporate finance solutions. Hundreds of model scenarios and iterations were assessed over the life of this mandate to reach financial close. 

24+ month process advising an operating agricultural processor on a joint private-Canada Infrastructure Bank (CIB) financing for a major expansion while the transaction structure was continually evolving, and company operations continued. The integrated modeling solution needed to consider taxable and non-taxable structures, as well as project finance and corporate finance solutions. Hundreds of model scenarios and iterations were assessed over the life of this mandate to reach financial close. 

Client: Agricultural Processor

Project duration: >24 months

Contact Converge

Contact us for more information 

on our modeling-led infrastructure advisory.