Financial Consulting

Financial consulting in the maritime industry — tasks for consultants and financial companies

Financial consulting in the maritime industry is a complex of services for assessing the financial condition of shipping and ship repair companies, structuring transactions, raising financing, managing risks and optimising taxation. The maritime industry is capital-intensive: the cost of a vessel, repair, modernisation or fleet purchase is measured in millions, and errors in a financial model can lead to losses and loss of assets. Financial consultants help shipowners, shipyards, fleet operators and investors make informed decisions. The Steel Water task board publishes tasks for all types of financial consulting — from vessel valuation to structuring a sale and purchase transaction and raising bank financing.

Tasks are posted by shipowners, shipping companies, fleet operators, shipyards, ship repair enterprises, investors, banks, leasing companies, insurance companies and law firms. Contractors are financial consultants, auditors, appraisers, investment bankers, maritime finance specialists, tax consultants and consulting companies with maritime industry experience.

Types of financial consulting on the task board

• Vessel valuation — market, insurance, mortgage, liquidation value
• Company valuation — shipping, ship repair, logistics, port company
• Financial audit — reporting review, financial condition analysis, risk identification
• Transaction structuring — vessel sale and purchase, mergers, acquisitions, restructuring
• Raising financing — bank loans, leasing, bonds, equity financing
• Financial modelling — business plans, investment models, payback calculation
• Risk management — currency, interest, credit, operational risks
• Tax consulting — tax optimisation, international structuring, tax disputes
• Debt restructuring — working with banks, loan restructuring, bankruptcy
• Investment consulting — investor search, deal preparation, due diligence
• Financial control during repair and modernisation — budgeting, estimate control, cost audit
• Insurance consulting — risk assessment, insurance programme optimisation, interaction with insurers

What to specify in a financial consulting task

• Object — vessel, company, transaction, project, asset, portfolio
• Type of service — valuation, audit, structuring, financing, tax consulting
• Purpose — for whom, for what the result is needed (transaction, loan, court, investor, tax)
• Scope of works — what exactly to assess, analyse, structure
• Documents — reporting, contracts, invoices, bank documents, business plan
• Timeline — planned start and completion dates, urgency
• Requirements for consultant — maritime industry experience, certificates, association membership, licences
• Jurisdiction — country, applicable law, tax jurisdiction, bank, investor
• Report format — conclusion, report, model, presentation, recommendations
• Confidentiality — whether NDA is required, work with sensitive data

What matters for financial consultants and consulting companies

When responding to a task, specify: specialisation in maritime finance (vessel valuation, transaction structuring, leasing, lending, taxes), experience with similar projects and jurisdictions, availability of certificates and licences (valuation, audit, tax consulting), membership in professional associations (RICS, ASA, CFA, ICMA, etc.), experience preparing conclusions for banks, investors, courts and tax authorities, knowledge of international maritime finance and tax regimes, readiness to work within the specified timeline, ability to travel to client or object, experience with banks, leasing companies, insurers and law firms, as well as readiness to maintain confidentiality. If the project involves an international transaction — specify experience with foreign jurisdictions and currency operations.

Documents and confidentiality

Financial consulting involves working with confidential information: financial reporting, trade secrets, transaction terms, bank documents, personal data. When working with such data, the requirements of information protection legislation, banking secrecy, professional ethics and consulting association standards are observed. Financial conclusions, reports, models and recommendations are drawn up in accordance with applicable law and the requirements of banks, investors, courts and tax authorities. If you have experience with confidential data and compliance standards — mention it in your response.

Post financial consulting tasks for free — find a financial consultant or consulting company in the required jurisdiction. Or respond if you have experience, licences and readiness to take on the project. All active tasks — in the Financial Consulting section.

Currently on the task board there are 0 tasks.