Helvetic Marine Capital SA

Your trusted partner and advisor in ship finance and maritime investments

Helvetic Marine Capital is the ship finance & investment advisory arm of IFCHOR. Established in Lausanne in July 2017, HMC delivers bespoke solutions to shipping and industrial companies with activities in the dry bulk and tanker markets.

Our team consists of experts with complementary long standing experience in banking and investment services. We strive to provide Swiss quality services with an entrepreneurial mindset, a global perspective, agility and discretion. Since inception, we have been mandated to raise circa $550 million of capital.

Ship Finance

Leveraging our international network of >25 banks and >15 funds, we deliver extra debt financing options aligned to your criteria for young and older tonnage. Active support in the negotiation, KYC and documentation phases.

Equity

We source common & preferred equity from a range of European and American institutional & private investors on a selective basis on dry bulk and tankers ventures. Together with our team of analysts, we help you master the required investment material.

Investment services

Hand-in-hand with top tier owners, we originate and develop new shipping ventures open to third investors. Exclusively, we prepare the investment materials, raise the equity and debt. IFCHOR’s chartering / S&P desks provide us valuable support.

Business Planning

In an environment with increasing complexity & volatility, we advise shipowners on how to tailor their strategy, plan and structure their business, to comply with institutional investors’ or JV partners’ criteria. Our investment services apply optionally for the plan’s execution.

Services

Debt & Equity financing on project + corporate level

  • Bilateral loans
  • Alternative capital raising (mezzanine finance, sale & leaseback structures, preferred equity schemes)
  • Equity raising
  • Business planning
  • Debt and investment advisory
  • Hunting licenses
  • Export Credit Agency (ECA) financing schemes
  • Debt restructuring and resolution

Investment services

  • Origination and development of shipping investment opportunities (from A to Z)
  • Business planning and investment material (teasers/memos)
  • Full-scale advisory services on shipping investments/structures
  • Private Banking and Wealth Management (in collaboration with selected family offices)

Press

 Article in TradeWinds, September 28th, 2017 
 Article in LeTemps, February 20th, 2018 

Meet the team

Régis Cazé (46y old) – Founding Partner

Swiss/French: born in Africa and raised in the Middle East

  • 25 years experience in Ship Finance, with 4 banks
  • Last 12 years at Credit Suisse AG as Head of Ship Finance for South Europe/MEA and India (portfolio size: U$ 2.5 billion)
  • Special emphasis on Turkey, Italy and the Middle East
  • Top performing portfolio and team at CS, no loss track-record
  • High school preparatory class to “Grandes Ecoles” at Lycée Claude Bernard (Paris) / Graduated from Institut Supérieur de Gestion (multinational business program) in 1993

Contact :

Place Pépinet 1, Lausanne 1003 – Switzerland
TEL : +41 21 310 31 31 // MOBILE : +41 78 691 97 00
shipfinance@hmcapital.ch

Kosmas Theofilopoulos (38y old) – Founding Partner

Greek: worked in Europe and the Middle East, in Switzerland since 2009

  • 17 years work experience in shipping finance & technology
  • 9 years with a Greek shipowner on a senior financial & commercial role + 5 years with shipping technology firms in business development
  • Joined IFCHOR in 2014 as Head of Strategy & Corporate Development and envisioned HMC
  • MBA at IMD (Lausanne), BSc in Economics from National & Kapodistrian University of Athens, Certified in Private Equity & Venture Capital by Harvard Business School

Contact :

Place Pépinet 1, Lausanne 1003 – Switzerland
TEL : +41 21 310 31 31 // MOBILE : +41 78 817 43 64
shipfinance@hmcapital.ch

Market / Investment Intelligence Team

Maria BERTZELETOU

☏ Tel: + 30 2106 859 799
✉ Email: research@ifchor.com

Laura GOMEZ

☏ Tel: +41213103131
✉ Email: research@ifchor.com

Trifon TSENTIDES

☏ Tel: +377 97 98 07 98
✉ Email: strategy@ifchor.com

Jacopo PIANA (advisor)

☏ Tel: +41 21 310 31 31
✉ Email: research@ifchor.com

Vincent LEMAITRE

☏ Tel: +41 21 310 31 31
✉ Email: research@ifchor.com