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SERVICE · FAMILY OFFICES

How a single-asset investment works with IPFA

HANDRAIL R BALUSTER LANDING

Family offices say they want real assets, but they lack a route in, the capacity for due diligence and a way out. IPFA provides all three, one project or asset at a time.

Discuss a mandate Pre-screen your project

01 · MARKET · 29 TRANSACTIONS

What family offices are buying

Recent transactions by family offices, by sector, with the IPFA services related to each.

Transaction values are for registered readers. Sign in to request access. IPFA reviews every request.

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Family officeTransactionValueDateIPFA services
Eastern Pacific ShippingFirst ammonia dual-fuel VLAC, Terra Clove, in a programme of 15 green projectsLockedOct 2026 Greener ships financing structuresShip project financingECA finance, trade finance, loan guarantees and insurance
A.P. Moller HoldingAcquisition of 100% of Ocean Yield (ship leasing) from KKRLockedAug 2026 M&ALeveraged buyoutsShip financing and capital raisingDue diligenceValuation
BW GroupBW Elara: a 50/50 joint venture with BW Offshore for floating desalination unitsLockedJul 2026 M&AProject finance transactionsGreener ships financing structures
InterogoMinority stake in Nordic Ferry Infrastructure, in a club deal with Gotlandsbolaget and Lægernes PensionLockedApr 2026 Family office project finance investmentAdvisory to institutional investorsM&ADue diligence
Wah KwongFour 175,000 m³ dual-fuel LNG carriers, for delivery in 2027–28LockedJan 2026 Ship project financingGreener ships financing structuresECA finance, trade finance, loan guarantees and insurance
A.P. Moller HoldingTake-private of Svitzer (towage)LockedApr 2025 M&AValuation
Eastern Pacific ShippingTake-private of CoolCo (LNG carriers)Locked2025 M&AValuation

Float · Shipping & Offshore

02 · TWO WAYS

Two ways we work with family offices

Both rest on the same discipline we have applied to project, ship and corporate finance since 1987.

03 · STRUCTURE

One asset, one company

Each investment sits in its own special purpose company: one company per project or asset. The family office invests in that company, not in a pool.

  • The company owns the asset and signs its contracts.
  • Its income comes from those contracts: offtake, lease or availability income for a project, or charter hire for a vessel.
  • That income repays the lenders first and then returns cash to the shareholders.
  • Problems in one company stay in that company.

You choose asset by asset, and you know exactly what you own.

Ship project finance Project finance PPP Tenor Public Float Build Power

04 · BEFORE AND AFTER

From the first look to the years after closing

  1. Before you invest

    We test the deal

    Whether we arranged the deal or you bring it to us, we can carry out the work your team may not have in-house:

    • Due diligence: commercial, financial and contractual.
    • Financial modelling: a model you can question line by line.
    • Valuation of the asset or the company.
    • Financing: structuring and negotiating the debt, including ECA-backed finance where it fits.

    Due diligence Modelling Valuation ECA Capital markets Proof Credit Float Build Power

  2. After closing

    Monitoring and reporting

    Our work does not stop at closing. We monitor each company and report to its investors.

    Modelling Valuation Proof Float Build Power

05 · EXIT

When you want to sell

Real assets are long-term, but your plans may change. IPFA runs a trading desk for second-hand trading in the projects and companies we arrange. Through it, investors can sell their shares in a company to other investors. A refinancing or a sale of the asset can also return capital.

Ship finance M&A Valuation Shipping PE Equity Float

06 · SKILLS

Building your team's skills

We train family-office principals and analysts in project finance, financial modelling and real-asset appraisal. The aim is a team that can follow, question and lead the next deal.

Training Modelling Knowledge

What we do not do

We are transaction advisers. We do not set up family offices or advise on family governance, succession, tax or trusts. Your existing advisers remain in place for those, and we work alongside them.

07 · RESEARCH · 10 PAPERS

IPFA research for family offices

Every IPFA paper starts from the same gap. Family offices say they want real assets, but they lack a route in, the capacity for due diligence and a way out. That is what IPFA provides.

Research papers are for registered readers. Sign in to request access. IPFA reviews every request.

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No.PaperSectorsIPFA services
FO-01
The infrastructure gap Read
Why family offices talk about real assets but hold almost none
 BuildPower Family office project finance investmentProject finance transactionsAdvisory to institutional investors
FO-02
Direct deals without a deal team Read
A due diligence standard for family offices buying a single asset
 FloatBuildPowerHost Due diligenceValuationFinancial modellingFamily office project finance investment
FO-03
Exit by design Read
Building liquidity into single-asset investments in vessels and projects
 FloatBuildPower Ship financing and capital raisingM&AFamily office project finance investment
FO-04
Club deals with a lender’s discipline Read
How families should co-invest in a vessel or a project
 FloatBuildPower Family office project finance investmentShip project financingProject finance transactionsFinancial modelling
FO-05
Beyond the spreadsheet
What a family office should receive after closing
 FloatBuildPower Family office project finance investmentFinancial modellingValuation
FO-06
Contracted, indexed, real
Can charters and concessions protect family capital from inflation?
 FloatBuild Public-Private PartnershipsShip project financingValuation
FO-07
Power, resources and security
The family-office case for strategic infrastructure in Europe
 PowerBuild Project finance transactionsPublic-Private PartnershipsPolicy and planningOil and gas transactions and financing
FO-08
Private credit with a state behind it
ECA-covered debt as a way into real-asset lending
 FloatBuildPower ECA finance, trade finance, loan guarantees and insuranceCapital markets financingAdvisory to institutional investors
FO-09
The missing asset class
Why shipping is absent from family-office surveys, and how to assess it
 Float Shipping private equityShip financing and capital raisingValuationDue diligence
FO-10
Building the in-house team
Real-asset skills for the next generation and family-office analysts
 FloatBuildPowerHost TrainingFinancial modelling

Talk to us

Tell us what you own, what you are looking for, and how you like to invest. A first conversation is the best way to see whether a single-asset investment fits your family office.

WRITE TOalways.here@ipfa.financeDiscuss a mandatePre-screen your project