Expertise
Consylion helps energy companies, investors, and project sponsors assess economic viability, financing needs, commercial resilience, and readiness for execution. The work is structured around the specific decision the client needs to make: proceed with the project, change its parameters, raise financing, restore control, or pause the work until critical risks are resolved.
Areas of Expertise
We combine financial, commercial, operational, geographic, and industry analysis. The scope of work is determined by the nature of the decision, the scale of the project, the quality of the source data, and execution risk.
Commercial and strategic analysis of projects in upstream production, transportation, refining, oil products, power, and infrastructure. Assessment of the value chain, market logic, participant structure, and conditions for execution.
Screening of investment opportunities, testing of project economics, and preparation and critical review of the investment case, scenarios, and decision-making materials.
Management of liquidity and working capital, assessment of financing needs, debt burden, and financial resilience, and work with banking instruments and treasury controls.
Budgeting, forecasting, management reporting, scenario analysis, variance assessment, and the design of an execution control system.
Review of baseline plans, commitments, contracts, and cost forecasts. Identification of the causes of variance, estimation of final cost, and development of measures to restore control over the project.
Financial and commercial due diligence on a project or company, critical review of the financial model, and assessment of valuation, sensitivity, and key risk factors.
Common Situations
The analysis focuses on the evidence, risks, and conditions capable of materially changing the decision or the path to its execution.
We test the source data, key assumptions, value drivers, project economics, financing needs, and the conditions under which the investment case remains robust.
We assess cash flow, liquidity, debt burden, banking terms, potential sources of financing, and the project's capacity to meet its financial obligations.
We rebuild a complete picture of the budget, commitments, contracts, cash flow, final cost forecast, and the allocation of management accountability.
We connect project economics, commercial and contractual structure, partner roles, financing, logistics, regulation, and execution risk into a single decision model.
Scope of Work
At the start of a project, we define the decision to be made, the evidence required, the constraints, and the criteria for success. Only the strands of analysis capable of materially affecting the conclusions and the client's next steps are included in the scope.
We define the subject of the analysis, the stakeholders, the constraints, the evaluation criteria, and the questions the project needs to answer.
We establish the provenance of the source data, test key assumptions, identify information gaps, and define areas of uncertainty.
We analyze cash flow, value drivers, financing needs, sensitivity, the breakeven level, and the base case and downside scenarios.
We assess the commercial structure, available resources, timelines, contractual obligations, the allocation of responsibility, and the critical conditions for execution.
We formulate the conclusions, recommendations, conditions for proceeding, checkpoints, and the sequence of next steps.
Outcomes
The format of the final materials is determined by the client's task. The output must allow management to understand not just the recommended decision, but also its rationale, limitations, and implications.
Structured conclusions, key evidence, principal risks, alternatives, and recommendations for management, owners, or the investment committee.
Consistent calculation logic, verifiable assumptions, data sources, value drivers, scenarios, and the sensitivity of results.
Base case and downside scenarios, critical conditions, and the grounds for continuing, changing, or stopping the project.
Priorities, required data, responsible parties, sequencing, and the next management decisions.
Industry Coverage
The Consylion approach is especially well suited to projects where investment economics, financing, commercial terms, and delivery capability need to be assessed as a single system.
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An initial discussion will help define the key question, the required scope of analysis, and the format of the output.