Bespoke advisory for institutional investors and shipowners across Tankers and Dry Bulk Carriers. We execute vessel acquisitions, structure complex financings, and optimize portfolios with rigorous DCF analysis, charter forecasting, and market intelligence.
Three interlocking practices, one continuous mandate: deploy capital with conviction, structure it with precision, and validate every decision with quantitative rigor.
Proprietary sourcing and valuation across tankers (MR2, LR2, Aframax, Suezmax, VLCC) and dry bulk (Handysize, Handymax, Ultramax, Kamsarmax, Capesize). Full-cycle negotiation and institutional-grade due diligence.
Sale-leasebacks, senior debt, mezzanine, and hybrid solutions. Tailored to optimize capital structure and covenant packages across wet and dry segments.
Comprehensive DCF modeling, tanker and dry bulk freight forecasting (BDI, ConTex, SCFI), sensitivity analysis, and residual value optimization across the cycle.
Every engagement is shaped by the same conviction: tanker and dry bulk markets reward those who pair quantitative discipline with experienced judgment.
Key themes in tanker and dry bulk fundamentals, capital flows, and trading dynamics — tracked by the desk for mandate clients and strategic discussions.
MEG-China TCEs have pushed well above $60k/day as Atlantic-basin barrels lengthen tonne-miles and the sanctioned fleet absorbs incremental Russian and Iranian flows. With the orderbook still below 4% of the trading fleet and yard slots sold into 2028, we see the risk-reward skewed to further upside through Q4.
Capesize spot has held a firm summer, supported by front-loaded Brazilian iron ore and record West African bauxite. First ore from Simandou late this year is the pivotal 2027 story — a structural tonne-mile lift that today's forward curve is under-pricing relative to a disciplined orderbook.
MR2 TCEs have rebounded off Q2 lows as US Gulf export arbs to Latin America and West Africa reopen, while LR2 MEG-Japan holds firm on naphtha and jet pull east of Suez. Continued Red Sea diversions and European refinery rationalisation keep the tonne-mile floor intact into winter demand.
Direct line to principal. Confidential, mandate-driven conversations.
