OUR SERVICES
SXM Strategies is an independent financial and strategic advisory firm that specializes in programmatic and transaction advice for public and private sector entities on large scale transportation and other infrastructure related capital projects including airports, social infrastructure, higher education, and real estate assets. The firm specializes in traditional and alternative project delivery including various forms of P3 delivery.
Firm Capabilities Include:
Public Sector Project Development
- Customized financial modeling to forecast revenues and expenditures of various scenarios taking into consideration financing assumptions with integrated tax and accounting calculations
- Project due diligence including reviewing project documentation, evaluating risks, and determining impacts to agency credit
- Value for Money Analysis (VfM) to objectively quantify and justify business cases
- Options analysis and project scoping to assess qualitative and quantitative benefits and considerations for informed decision making
- Conduct market soundings to test marketability and feasibility of commercial structures and transaction terms
- Benchmarking commercial structures and contract terms of precedent transactions to determine project financability
- Support for capital planning and asset management activities
- Advanced data analytics to determine predictive patterns and derive conclusions from historically available data
Public Sector Transaction Execution
- Assistance in drafting and reviewing applications for public financing and grant programs
- Support for drafting project procurement documents including RFI, RFQ, and RFP documents
- Reviewing statements of qualifications to determine financial capacity of RFQ respondents
- Negotiating and providing input on commercial terms in project agreements which may impact project affordability
- Reviewing developer proposals to determine best partners for public projects
- Project commercial and financial close support
Private Sector Project Development
- Assistance and review of applications for federal funding, financing, and grant programs
- Financial modeling to determine viability of projects
- Strategic advisory related to submission of unsolicited proposals
Private Sector Transaction Execution
- Financial and strategic advisory for proposal (bid) development
- Financial model audit services to meet the criteria of proposal submission requirements
- Private sector (developer) post-financial close asset management services including, financial reporting, contract compliance, and asset management services