Operis
Independent specialist providing project-finance advisory, financial modelling, model audit, tax and accounting services.
- Highest 2026 tier: Tier II
- Independent project-finance advisory and modelling firm
- Real Assets & Infrastructure Advisory
Overview
Operis 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.
Operis is included in one 2026 Advisory Ranking category. The highest recorded classification is Tier II.
Firm facts
| Legal name | Operis Group plc |
| Founded | 1990 |
| Firm type | Independent project-finance advisory and modelling firm |
| Principal offices | London, Toronto |
| Primary focus | Project finance, modelling and model audit |
| Head of advisory | Chris Aldred |
| Highest 2026 Advisory Ranking tier | Tier II |
Principal activities
Financial advisory
Project structuring, bid support, financing and transaction execution.
Financial modelling
Development of transparent models for investment, financing and operational decisions.
Model audit
Independent assurance and due-diligence reviews for governments, lenders and investors.
Operis works with clients on assignments that may combine strategy, specialist analysis, implementation support and organizational adoption. The precise scope depends on the mandate, sector, geography and client requirements.
Sector and mandate coverage
Sector coverage
- Renewable energy
- Transport
- Digital infrastructure
- Social infrastructure
- Utilities
- PPPs
Transaction and mandate types
- Greenfield financing
- Refinancing
- PPP bids
- M&A due diligence
- Model audit
- Financial close
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 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 public sources reviewed for this profile. View the firm’s website ↗
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 |
| 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 Economy analysis
Selected Economy Markets articles providing context for the firm’s advisory environment:
- Middle-Market Private Equity: Returns, Scale and Manager Selection
- Private Equity Technology Due Diligence in the AI Era
- The Silent Reshuffle of the Advisory Market
Related institutions and subjects
Sources and data transparency
The profile is based on the following publicly available institutional, regulatory and editorial sources:
- Operis — firm overview and principal services.
- Model Audit — methodology, transaction coverage and current leaders.
- People — current team.
- Advisory Ranking — Top 30 Real Assets & Infrastructure Advisory 2026 — inclusion and tier classification.
