For Lenders & Credit Funds

You hold the loan. We give you an operator's read on the asset behind it.

Independent operational assessment, turnaround feasibility, and interim leadership for lenders and credit funds exposed to maritime, transport, and logistics assets.

Independent. Operator-led. US & Europe.

The decision

The financials tell you something is wrong. Not whether it can be fixed.

When a maritime credit wobbles, you need an operator's judgment on the asset, not another spreadsheet, to decide what to do next.

The read informs the decision

Support, restructure, or push?

When the read says

Support

The business is fixable and management can hold it. Keep backing it, against clear operational milestones.

When the read says

Restructure

Fixable, but not as it stands. Reset terms, leadership, or the plan, with an operator to steady it.

When the read says

Push

The operating case does not hold. Better to exit than to fund the gap. We will say so plainly.

How we help

Where we go to work

Operational Assessment & Due Diligence

An independent, operator-level read on the asset.

Learn more

Board & Interim Leadership

An operator in the seat to stabilize or turn the business.

Learn more

Value Creation & Growth

A realistic path back to performance, with a plan.

Learn more
What you get

A clear, independent read

An independent operational assessment of the borrower's business.

A turnaround feasibility view: what's fixable, what isn't, and what it takes.

Ongoing monitoring reports if you want eyes on the asset over time.

An operator ready to step in if the situation calls for it.

Independence

Independence, stated plainly

What you are getting, and what you are not

  • We do not broker the deal. There is no transaction we are trying to sell you.
  • Our read is independent and conflict-free.
  • We assess the operation, not the paper.
  • When the honest answer is push, we tell you.
How we work

Fast, independent, discreet

  • 01

    Focused assessment

    A fast, independent operational read on the borrower.

  • 02

    Turnaround feasibility

    What is fixable, what is not, and what it would take.

  • 03

    Interim or monitoring

    Optional operator in the seat, or eyes on the asset over time.

  • 04

    Weekly updates

    Clear, discreet reporting while the situation moves.

Track record

What our founding team has done

Our founder has led operational turnarounds and margin expansion inside PE-owned maritime businesses.

130%
EBITDA growth in 15 months
$1.3bn
Largest transaction worked through
5
Exits delivered
$1bn+
Enterprise value shaped
  • Grew EBITDA by more than 130% in 15 months as regional CEO of a global maritime services group, rebuilding a commercial pipeline from near zero to over $30M.
  • As chief commercial officer of a PE-owned marine services company, delivered several consecutive years of 50 to 77% revenue and EBITDA growth, executed six bolt-on acquisitions across three continents, and helped deliver a successful exit.
  • Worked through four private-equity ownership rounds at a global ship management group, including a $1.3bn transaction.
  • Across a 25-year operating career: five exits, more than ten bolt-on acquisitions, and over $1bn in enterprise value shaped.

Figures reflect the founding team's operator experience prior to Navex.

Why us

Why not a bank, a consultant, or a data house

Not a bank

A bank is selling a transaction. We are not. Our read is independent of any deal.

Not a consultant

A consultant hands you a model. We give you an operator's judgment on whether it can be fixed.

Not a data house

A data house sells you the numbers. We tell you what they mean for the asset, and for your decision.