Operis
Independent specialist providing project-finance advisory, financial modelling, model audit, tax and accounting services.
operis.comOperis is an independent project-finance adviser and financial-modelling specialist founded in 1990. It supports sponsors, lenders, investors and public authorities on infrastructure and other non-recourse financed projects.
Its capabilities include financial advisory, model development, model audit, tax and accounting analysis and training, with work across energy, transport, digital and social infrastructure.
Principal activities
Project structuring, bid support, financing and transaction execution.
Development of transparent models for investment, financing and operational decisions.
Independent assurance and due-diligence reviews for governments, lenders and investors.
- Client base: Sponsors, investors, companies, lenders or public authorities active in infrastructure and real assets.
- Engagement model: Senior-led advice tailored to the project, transaction, financing structure and jurisdiction.
Operis operates in a market where financial structure, regulation, technical risk and long-term asset economics are closely connected. Its published capabilities emphasize project finance, modelling and model audit. View the firm’s website ↗
Sector and transaction coverage
- Renewable energy
- Transport
- Digital infrastructure
- Social infrastructure
- Utilities
- PPPs
- Greenfield financing
- Refinancing
- PPP bids
- M&A due diligence
- Model audit
- Financial close
The precise scope of an engagement depends on the client, asset, financing plan, procurement route and regulatory setting. Infrastructure assignments may require financial, commercial, technical and public-sector workstreams to be coordinated.
Market position
Operis is positioned as a independent project-finance advisory and modelling firm. Its relevant market is defined more by specialist capabilities and transaction experience than by balance-sheet size alone.
Distinctive focus: Long-established technical specialization in project-finance models and independent model assurance.
Competitive context
Operis competes with advisers whose services overlap in infrastructure sectors, client types, geographies and transaction structures. Relevant competitors can include investment banks, project-finance boutiques, transaction consultants and technical infrastructure advisers.
Comparable firms are selected according to overlap in business model, client segment, service coverage, geographic activity and mandate profile. Inclusion does not imply an exhaustive competitor set or an equivalence in scale, ranking or market position.
Leadership
| Person | Current position | Institutional background |
|---|---|---|
| Chris Aldred | Head of Advisory | Project-finance advisory leadership |
| Jun Tao | Director | Financial modelling and model audit |
| Mark Southall | Director | North American modelling and model audit |
Leadership information reflects the roles presented in the public sources reviewed on 20 August 2026. View the current team ↗
Corporate and regulatory information
Operis provides advisory and professional services through its group operations. Its public website does not present one financial-services registration as applicable to all services and jurisdictions.
View registered-entity details
| Group entity | Operis Group plc |
| Regulatory status | N/A |
| Registration identifier | N/A |
| Principal jurisdiction | United Kingdom |
| North American office | Toronto, Canada |
Principal offices
- London
- Toronto
Rankings and recognition
Ranking inclusion is editorially determined. The existence or maintenance of a Wiki profile does not influence ranking eligibility, tier or position.
Related institutions and subjects
Sources and data transparency
The following sources were accessed on 20 August 2026:
- Operis — firm overview and principal services.
- Model Audit — methodology, transaction coverage and current leaders.
- People — current team.
- Advisory Ranking — Top 20 Real Assets & Infrastructure Advisory 2026 inclusion and tier classification.
