Yacht & Private Jet Financing & Advisory

Yacht & Private Jet Financing & Advisory

The acquisition of luxury marine vessels and private aircraft represents the pinnacle of global mobility and wealth management. However, navigating the regulatory, fiscal, and financial complexities governing these assets requires expertise that goes far beyond standard commercial credit. Our Advisory & Financing division specializes in engineering bespoke solutions for the acquisition, international leasing, refinancing, and divestment of superyachts and private jets.

Strategic Overview

We operate within a highly complex financial niche where the intersection of cross-border jurisdictions, maritime/aviation customs regimes (such as EU temporary importation), and secondary-market asset volatility demands a rigorous, analytical approach. We do not simply secure a line of credit; we structure the optimal legal and financial architecture to safeguard your capital, minimize tax exposure, and guarantee absolute confidentiality.

• Structuring & Financing: Bespoke debt architecture (financial leasing, marine/aviation mortgages, lombard structures) coordinated through specialized global banking institutions.

• Cross-Border Advisory: Strategic counsel on flag selection and registry optimization, customs VAT mitigation, and compliance with international regulatory bodies (IMO, FAA, EASA).

Our Core MergersCorp Advisory Pillars

1. International Acquisition & Leasing

Every high-value asset transaction requires meticulous planning long before the Memorandum of Understanding (MOU) is signed. We deliver:

• International Financial Leasing: Structuring lease agreements via Special Purpose Vehicles (SPVs) located in tax-efficient jurisdictions to optimize cash flow and VAT treatment.

• Marine & Aviation Mortgages: Leveraging networks of global private banks to secure non-recourse or limited-recourse financing underpinned by the asset’s intrinsic valuation.

• Registry & Flag Selection: Comparative analysis for selecting the ideal registry (e.g., Cayman Islands, Malta, Isle of Man, San Marino) to balance operational costs, privacy, and navigational flexibility.

2. Refinancing & Liquidity Optimization

Superyachts and private jets represent highly illiquid capital. Through strategic refinancing, we enable clients to unlock latent equity within their assets to redeploy into high-yield core business opportunities:

• Executing Sale and Leaseback transactions to monetize asset equity while maintaining uninterrupted operational use.

• Renegotiating financial covenants and interest rates with existing lenders to transition from variable to fixed rates or optimize credit spreads.

3. Cross-Border Due Diligence & Asset Divestment

The acquisition of a pre-owned asset or its ultimate disposal demands stringent technical and legal underwriting to prevent hidden liabilities:

• Legal & Tax Due Diligence: Verifying the absence of maritime liens, encumbrances, or international sanctions, alongside auditing the asset’s historical tax trail (such as “EU VAT paid” status).

• Escrow Account Structuring: Securing financial flows through segregated escrow accounts held at premier international institutions, ensuring risk-free title transfers.

Our Four-Step Operational Methodology

Our integrated approach ensures that every transaction progresses seamlessly, drastically reducing your time-to-closing.

• Phase I: Profile Evaluation & International KYC We analyze the client’s mobility requirements and asset-holding structure, conducting a preemptive compliance and Know-Your-Customer (KYC) audit to ensure flawless positioning before global bank credit committees.

• Phase II: Structural Engineering & Term Sheet Sourcing We build the financial and fiscal model, identifying the ideal jurisdiction and SPV structure. The deal is then presented to targeted banking partners to source highly competitive Term Sheets.

• Phase III: Document Management & Technical Surveying We coordinate marine surveyors and aviation inspectors for physical Pre-Purchase Surveys while managing complex legal documentation, including build contracts and sales agreements (MYBA, Bill of Sale).

• Phase IV: Closing, Delivery, and Ongoing Monitoring We oversee the transfer of funds through escrow accounts, register mortgages with the relevant authorities, and secure the necessary customs certifications for immediate asset deployment.

Why Partner with Our Firm?

Operating within the ultra-luxury asset class requires a rare combination of absolute discretion, access to exclusive tier-one capital channels, and a profound grasp of international maritime and aviation law. Our firm serves as your singular strategic interlocutor, seamlessy coordinating shipyards, brokers, Original Equipment Manufacturers (OEMs), legal counsels, and customs authorities. We transform a highly fragmented, complex transaction into a streamlined, secure, and financially optimized process.