Bespoke advisory for institutional investors and shipowners across Tankers and Dry Bulk Carriers. We execute vessel acquisitions, structure complex financings, and optimize portfolios with rigorous DCF analysis, charter forecasting, and market intelligence.
Three interlocking practices, one continuous mandate: deploy capital with conviction, structure it with precision, and validate every decision with quantitative rigor.
Proprietary sourcing and valuation across tankers (MR2, LR2, Aframax, Suezmax, VLCC) and dry bulk (Handysize, Handymax, Ultramax, Kamsarmax, Capesize). Full-cycle negotiation and institutional-grade due diligence.
Sale-leasebacks, senior debt, mezzanine, and hybrid solutions. Tailored to optimize capital structure and covenant packages across wet and dry segments.
Comprehensive DCF modeling, tanker and dry bulk freight forecasting (BDI, ConTex, SCFI), sensitivity analysis, and residual value optimization across the cycle.
Every engagement is shaped by the same conviction: tanker and dry bulk markets reward those who pair quantitative discipline with experienced judgment.
Key themes in tanker and dry bulk fundamentals, capital flows, and trading dynamics — tracked by the desk for mandate clients and strategic discussions.
VLCC, Suezmax and LR2 TCEs are printing well above cyclical mid-cycle as longer voyages absorb effective supply. The dry bulk complex is catching the same tailwind: Capesize and Panamax rates are firming on Atlantic export activity and Asian restocking. We see the risk-reward tilted toward higher-for-longer freight across both wet and dry segments.
Ongoing instability around the Red Sea and Strait of Hormuz continues to force vessel rerouting and lift war-risk premia. The result is a structural tonne-mile multiplier for crude and product tankers, while any escalation near the Strait would immediately tighten VLCC availability. We are monitoring this as the single largest upside catalyst for Q3-Q4 freight.
Both tanker and dry bulk orderbooks remain historically low, while EEXI/CII regulations and longer routing patterns are absorbing effective vessel supply. Demolition is subdued, but newbuilding deliveries will not materially accelerate until 2028. The net effect is a favourable supply-side backdrop that should support asset values and charter rates through the medium term.
Direct line to principal. Confidential, mandate-driven conversations.
