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Shareholder loans in project finance models

How shareholder loans work as equity investment in project finance, how investors use them to improve returns and how to model them correctly.

Webinar · Recording · Presented by Leigh Tomlinson · 24 February 2022

Shareholder loans webinar slides

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Debt that works as equity

Shareholder loans are a common feature of project finance deals and can be an efficient way to fund a project, so they need to be modelled correctly.

This recorded webinar introduces shareholder loans, explains how equity investors use them to improve their returns and shows best practice techniques for modelling them.

What you will learn

  • The typical features of a shareholder loan, and how it works as equity investment in project finance
  • Best practice techniques for modelling shareholder loans
  • How to handle coupon rates, rolled-up interest and cash sweep repayments in the model
  • Where the shareholder loan sits in the sources of funds and in the cash flow waterfall
  • How a shareholder loan can be used to improve equity returns

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