A multidisciplinary and highly professional team

Protos’ advanced service features the following:
  • multidisciplinary contributions;
  • continuous professional development: there’s no knowledge without professional development. And this applies specially to sectors consistently affected by several variable factors related to political and social changes and the convergence of economic interests, which are difficult to predict, and depend on macro- and micro-economic trends and an articulated regulatory framework;
  • a specialised operating structure that provides the competencies required by the market, thanks to sophisticated analytical skills. All this allows us to provide correct integrated risk assessments, cross-cutting competencies, and in-depth knowledge of the sector.
The core business includes the following activities:
  • support in the definition of real estate asset enhancement strategies;
  • Value analysis on real estate, projects, and areas;
  • Technical Due Diligence for Banks, Insurance Companies, Funds, and Real Estate Companies;
  • Project Monitoring/High Surveillance;
  • Watchdog aiming at the management and control of restoration, reconversion, and maintenance interventions, and management of real estate and systems;
  • Project & Risk Management;
  • Monitoring of the Property & Facility Management activities carried out by outsourcers;
  • Building energy optimisation.

Energy & Power

Technical Due Diligence for Banks, Insurance Companies, and Investment Funds, including:

  • analysis of the fuel and energy market, production cycle (technology and systems), and productivity studies carried out;
  • technical and organisational analysis of EPC, O&M Contractor, and FuelCo;
  • analysis of authorisation-related aspects;
  • technical and contractual analysis of the agreements for the definition and awarding of contracts and services (Risk Allocation EPC, O&M, FuelCo, etc.);
  • consistency analysis of times and costs required to complete the project;
  • analysis of insurable risks and definition of an insurance programme.

Protos carries out a number of activities, including Project Planning, Project Management and Project Control.

The activities carried out by Protos include Monitoring/High Surveillance/Risk Advisory during the construction and management stage.

Analysis and management (System Integration) of energy saving policies for real estate/industrial complexes.

Risk Management and Technical Inspection for insurance purposes to assess risks associated with insurance policies (CAR, ALOP, Subsequent Decennial Liability Policy, EAR, etc.).

Creation of industrial/financial partnerships for the production of energy from renewable sources (wind, liquid and solid biomass, PV).

Protos carries out plant and project value analyses.

Infrastructures

Technical Due Diligence for Banks, Insurance Companies, and Funds, including:

  • analysis of reference markets/benchmarks and analysis of potential target users and demand;
  • analysis of authorisation and insurance-related aspects;
  • analysis of organisational and management aspects regarding the parties involved;
  • technical and contractual analysis of the agreements for the definition and awarding of contracts and services (Risk Allocation EPC, O&M, etc.);
  • consistency analysis of times and costs required to complete the project and/or the investments plan;
  • analysis of insurable risks and definition of an insurance programme.

Technical Inspection for insurance purposes to assess risks associated with insurance policies (CAR, ALOP, Subsequent Decennial Liability Policy, EAR, etc.).

This activity is carried out for infrastructure concessionaires and is aimed at monitoring asset maintenance and management services (SLA) through suitable drivers and checks, including sample checks (clusters). The goal is to optimise the cost/quality ratio (value for money) of the asset management and maintenance services and protect the Client’s interest according to a sourcing or co-sourcing logic.

The activities carried out by Protos include Monitoring/High Surveillance/Risk Advisory during the construction and management stage.

Protos carries out a number of activities, including Project Planning, Project Management and Project Control.

  • Technical analysis of claims/reserves (fair value);
  • Analysis of the works in progress.

Order profitability analysis through cost engineering procedures.

Real Estate

Estimate of the real estate and area value.

Technical Due Diligence for Banks, Insurance Companies, Investors, and Funds, including:

  • technical-environmental analysis and urban, construction, and cadastral compliance (including digital surveys);
  • preparation and submission of urban, construction, and cadastral compliance paperwork;
  • market research;
  • analysis of authorisation-related aspects;
  • analysis of organisational and management aspects regarding the parties involved;
  • technical and contractual analysis of the agreements for the definition and awarding of contracts and services (Risk Allocation EPC, O&M, etc.);
  • consistency analysis of times and costs required to complete the project or initiative;
  • analysis of insurable risks and definition of an insurance programme.

Protos carries out Data Remediation and Data Quality Review of hardcopy archives and databases.

This activity is carried out for holders of large real estate assets and is aimed at monitoring real estate maintenance and management services (SLA) through suitable drivers and checks, including sample checks (clusters). The goal is to optimise the cost/quality ratio (value for money) of the asset management and maintenance services and protect the Client’s interest according to a sourcing or co-sourcing logic.

Technical Inspection for insurance purposes to assess risks associated with insurance policies (CAR, ALOP, Subsequent Decennial Liability Policy, EAR, etc.).

Protos carries out periodic inspections to assess the construction, urban, and cadastral compliance of the real estate.

The activities carried out by Protos include Monitoring/High Surveillance/Risk Advisory during the construction and management stage.

Protos carries out a number of activities, including Project Planning, Project Management and Project Control.

  • Identification of and compliance with suitable management and maintenance policies;
  • Implementation of building and system improvements in compliance with the regulations in force and international best practices;
  • Analysis of operating procedures optimised to follow a logical process (PLAN-DO-CHECK-ACT) through the implementation of Energy (ISO 50001) and Environmental (ISO 14001) Management Systems, focusing on the main Energy-Environmental Sustainability protocols (LEED, ITACA).

NPL Division

  • Dematerialisation of hardcopy documents and Data Extraction;
  • Review of electronic files (Collateral , Guarantees, Procedures, Reports ) and Data Remediation;
  • Support in the definition of Loan data tape;
  • Electronic file data opening.

Audit of Data Opening and Data management activities carried out by outsourcers (SLA monitoring).

  • Mass Appraisal;
  • Retail Appraisal;
  • Leasing Appraisal;
  • Restructuring.
  • Due Diligence;
  • Level 1 Environmental Inspections;
  • Cadastral, urban, and building inspections.
  • Investment opinion and opportunity analysis for direct interventions in auctions;
  • Portfolio analysis (collateral clustering and rating).
  • Business Planning;
  • Technical & Transaction Services;
  • Highest & Best Use;
  • Reoco & Repossession Technical Services;
  • Technical Litigation & Disputes Resolution;
  • Project Management.
  • Checks to ensure correct data extraction from the sources;
  • Identification and mapping of level 1 inspections;
  • Assessment of the completeness and accuracy of the various stages of the process.