top of page
Minerals and Stones
0b340f_6e660f43d86a41b69bf0299b68d2ec0c~mv2_edited.jpg

Loan & Equity Financing for Major Projects

Private Debt & Equity Financing for Medium, Large and Mega-Scale Projects

 

PBO-OBS Global Group is the international representative and strategic gateway to a UK-based private Wealth Management & Investment Group providing debt and equity financing for qualified medium, large and mega-scale projects worldwide. 

​

Unlike traditional banks, conventional lenders or venture capitalists, the private Wealth Management & Investment Group acts in most cases as both lender and equity partner, providing flexible, tailor-made financing solutions that combine capital, deep sector expertise and global reach.

Our mandate covers infrastructure, energy, construction, real estate, hospitality, healthcare, manufacturing, data centres and other major development projects across Europe, North America, South America, the Middle East and Asia.

Founded in 2002, our UK-based capital partners are trusted providers of strategic construction loans through a combined debt and equity financing model for medium to large-scale real estate development and infrastructure projects worldwide.

With over €10 billion in successfully financed projects spanning real estate, infrastructure, renewable energy, healthcare, hospitality and more, their growing portfolio reflects both vision and execution strength.

Major Projects Funded

Grey Round Patterns

$4BN

DUBAI

DUBAI PEARL

MIXED USE 

Grey Round Patterns

$2BN

THAILAND

DEBT SYNDICATION

 INFRASTRUCTURE

Grey Round Patterns

$2BN

UAE

AJMAN MARINA

MIXED USE 

MORE THAN $10B FUNDED

Grey Round Patterns

$750M

SALIPAZARI PORT

MIXED USE 

ISTANBUL

Grey Round Patterns

$450M

PHILIPPINES

INFRASTRUCTURE

Grey Round Patterns

HOTEL RESORT 

CARIBBEAN

$275M

PBO-OBS Onboarding Process

Funding Criteria

Criteria

Project Funding                      -

Funding Capacity                   -

Sponsor Contribution            -

Loan Term                               -

Interest Rate                           -

Success Fee                            -

Initial DD & Underwriting      -

Third-Party Due Diligence     -

Note: The funding terms above are indicative and remain subject to the Funder's assessment, underwriting, due diligence and final approval.

Indicative Requirement

  €150M – €10B

  Up to 90%

  Minimum 10%

  Up to 10 years

  5.5% – 9% annually, risk dependent

  5%

  £100,000

  Case by case

PBO-OBS Onboarding Criteria

  • The Borrower completes and returns our standard CIS/KYC and Loan Intake forms and our Basic Information Flyer.

  • The Borrower signs the PBO-OBS NCNDA and Origination Fee Agreement. Upon successful funding, this Agreement authorizes the Lender to deduct the Origination Fees directly from the first loan drawdown.

  • Before onboarding a project, PBO-OBS conducts an initial consultation with the Lender to verify that the project broadly fits the Lender’s funding criteria.

  • If the project is pre-approved, PBO-OBS will invoice the Borrower a non-refundable consultancy and underwriting fee of €12.000 for preparing and submitting the project in the required funding format.

  • The Borrower provides all additional relevant documentation and financial statements.

  • PBO-OBS then submits the project to the Lender.

white-abstract-background-3d-paper-style_23-2148403778.jpg

Due Diligence & Funding Process

1. Project Qualification & Initial Review

The project is assessed against the Funder's core qualification criteria, including project scale, funding requirement, ownership and corporate  structure, commercial viability and development status.

Minimum requirement: RIBA Stage 3 or equivalent.

The sponsor must also demonstrate the financial capacity to contribute the required minimum 10% of the project capital requirement.

2. Initial Funder DD, Project Preparation & Underwriting – £100,000

The first internal due diligence stage is conducted by the Funder. It includes the initial assessment and verification of the project, ownership structure, documentation, financial information and funding requirements, together with the project preparation and underwriting required for the Funder's consideration.

3. Funder Review & Term Sheet

Following satisfactory completion of the initial Funder DD and underwriting, an indicative Term Sheet may be issued outlining the proposed funding structure and principal terms.

4. Independent Third-Party DD – Technical, Commercial & Project-Specific

An independent due diligence is undertaken for the Funder by qualified third-party professionals. The scope may include technical,      construction, commercial, operational and other project-specific matters required for the Funder's assessment.

5. Independent Third-Party DD – Legal, Financial & Regulatory

A separate independent due diligence is undertaken for the Funder, covering legal, financial, corporate, regulatory and other matters relevant to the transaction.

6. Final Structuring & Documentation

Following satisfactory completion of the required due diligence, the final funding structure, legal agreements and conditions precedent are completed.

7. Funding & First Drawdown

Following final approval and completion of all required documentation and conditions, funding proceeds in accordance with the agreed structure and drawdown schedule.

Independent Due Diligence – Important Clarification

The two third-party DD stages are required solely by and for the Funder.

PBO-OBS has no participation, influence, direct financial benefit or responsibility in either of these independent reviews. They are conducted by independent professionals to provide the Funder with the transparency, verification and professional independence required for the transaction.

Third-party DD costs are separate from the £100,000 Initial Funder DD, Project Preparation & Underwriting fee and will be determined on a project-by-project basis.

Click on the button below to see our Construction Funding Projects Q&A

Project funding Arrow 6 Steps.jpg

Funding Process Diagram

Grey Round Patterns

Projects in Progress

Grey Round Patterns

$550M

INTERCITY TRANSPORTATION

CANADA

Grey Round Patterns

CO2 CAPTURE TECHNOLOGY

$2.75B

USA

Grey Round Patterns

LUXURY HOTEL   

$150M

SCOTLAND

Does Your Project Meet the Criteria?

If your project is sufficiently developed and meets the initial qualification criteria, submit your project for consideration.

Red Paper

Your Ultimate Funding Source!

bottom of page