About PFX

Originally developed by leading institutions to finance the reconstruction of heavy industry and infrastructure after WWII, the Project Finance structure has, in fact, evolved over many decades far away from those 1950’s origins.

Project finance can now be simply defined as: Investment predicated on the track record and financial stability of whoever is contracted to buy the output from the built project.

This definition overrides the assets and balance sheet of the project principals be they public or private sector.  This sets project finance apart from any other investment structure including M&A, VC, Mezzanine etc. 

Over many decades the $multi-trillion global project finance market became fragmented and opaque.  It became apparent that for investors and project principals to seamlessly identify, connect and engage with each other, a project finance market-place was needed.  This is the long term mission on which PFX is now embarked.

 

The evolved project finance structure now finances projects across energy, hospitality, healthcare, infrastructure etc with deal values $50m to $5bn+, worldwide.  Properly structured project financing leaves the borrower, be they public or private sector, free and clear of all financial liabilities.  All opportunities listed on PFX have an off-take agreement with a credible entity, or a feasibility study clearly presenting how funds will be repaid. 

 

This page provides background on PFX and how we operate. But please take the time to review our Current Pipeline, FAQ’s and Media zones to get a full understanding of how PFX is now consolidating this opaque and fragmented market.  

 
Insurance Wraps

The risk-mitigated, long-term returns inherent to the project finance structure are now recognised by leading insurance markets worldwide, including Lloyds of London. They now back project finance insurance ‘Wraps’, endowing their A+ rating on the transactions making them equivalent to any mainstream fixed-income asset.

The PFX Marketplace

Over the past three decades the market has grown into an overcrowded and opaque $multi-trillion market with tens of 1,000’s of investors across the private and institutional markets and thousands of capital-raising projects at any one time (see Media Backgrounder for full stats). More projects were failing to identify an investor than succeed. PFX now fills the vital ‘information gap’ between projects and investors. PFX is consolidating what can be regarded as a global capital market in its own right, with transactional values often far in excess of IPO's on any stock exchange.

Location

We are based in the UK with our Regional Managers, all seasoned project finance intermediaries, located in north America, Europe, Middle East and Asia Pacific. PFX is focused exclusively on the unique project finance structure as opposed to M&A, VC or any other structure.

Privacy

PFX is a closed, private capital marketplace. No investor or project identifying information is ever released into the public domain.

Raising Project Finance

Project Principals: If you are raising finance please click the Submit Project tab above and download the Intake Form. Please return this with your Executive Summary (not your full deck) and we will respond within three working days. 

Professional Advisors: Please click the 'Prof Advisors' zone above.

Leadership
David Rose, Chairman

David’s 50 year career in finance and financial PR began in 1971 after leaving the Royal Navy (telecoms) to join an investment bank in the City of London.  Subsequently his financial PR career ran alongside capital raising advisory to SME's until he was involved in his first project financing as an introducer/broker in 2005.  He has since been involved in many transactions, worldwide and across all sectors with deal values from $10m to $20bn+. He has written comment, opinion and features in business and finance media worldwide including the FT, Indian Economic Times and Australian Financial Review. He wrote The Raising Project Finance Handbook in 2020, with a new edition, including a chapter on the nascent arbitrage trading market, in 2024. Concurrently, from 2020, he has been deeply involved in building PFX with the long-term vision to consolidate this global, yet fragmented and opaque, $multi-trillion market.

Derek Hampton, COO

Derek’s experience in coding and development across finance, retail and logistics software automation brings a fresh perspective to FinTech. He played a key role in evolving a client validation tool that is now in use by hundreds of thousands of businesses worldwide and believes in deploying his coding skills into a positive and enjoyable user experience. He has built on David’s original site specifications and, with his dedicated team, has developed PFX to specifically meet the needs of the global project finance market, without diluting the functionality into other financing structures such as M&A, VC etc.

Richard Osmann, Director and CEO

Richard brings decades of business, finance and strategic consultancy experience with him. His first task was to develop the PFX Concierge service where investors with $1bn+ investible capital and global remits receive a more ‘personal’ service on larger value deals specific to their individual requirements. He quickly established himself as someone who brings the necessary clarity of thought and vision for the future to PFX and became our CEO in April 2023. He will take over the leadership role jointly with Derek when David retires, but who will remain as titular Chairman.

Jon Harris, Director, PFX Trade Desk

Jon’s 30+ years career in Financial Services includes Senior Director position with two global investment banks. Jon has managed executive positions including operations, systems and financial trading  between London and New York for one of largest U.S. international banks.  He has also served as Director of Operations, including treasury, compliance and City of London trading for a leading S.E. Asian global bank.

He has also successfully delivered a business Investment Fund, based in the UK, with funding partners including one of the UK’s largest banks and E.U. partners.

PFX Regional Managers (RM)

Our RM's cover all global regions.  They have over 400 years of market experience between them and, once reviewed, Intake Forms and Executive Summaries are forwarded to the most appropriate RM for each project.  This may depend on region, market, public or private sector and other factors.  They prepare the project for listing after ensuring it meets PFX stringent 'submission ready' standards.  At that stage, the project is taken over by our Investor Liaison team led by our CEO. 

To start your financing process please visit the Submit Project zone.