M&A - Project Finance Advisory Ltd

Form Type: MA-A

Filing Date: 2025-06-16

Corporate Action: Acquisition

Type: New

Accession Number: 000167832825000004

Filing Summary: Project Finance Advisory Ltd was acquired from its previous owners in a management buyout on May 28, 2020, by PFAL Acquisition LLC. PFAL Acquisition LLC is owned 51% by Victoria Taylor and 49% by James Littlefair. This acquisition solidified the management team's control over the company, emphasizing their intentions to strengthen public-private partnerships and consulting services in municipal finance.

Form Type: MA/A

Filing Date: 2025-06-16

Corporate Action: Acquisition

Type: Update

Accession Number: 000167832825000003

Filing Summary: On June 16, 2025, Project Finance Advisory Ltd reported significant updates regarding its corporate structure. The company was acquired by PFAL Acquisition LLC, which previously acquired it in a management buyout on May 28, 2020. PFAL Acquisition LLC is majority owned (51%) by Victoria Taylor and 49% by James Littlefair. The document outlines the leadership structure, including Victoria Taylor and James Littlefair, noting their roles and contact information. Additionally, details on advisory services offered by the company are included, emphasizing its engagements in public-private partnerships. The filing captures the evolution of ownership and managerial oversight since the management buyout.

Form Type: MA-A

Filing Date: 2025-01-13

Corporate Action: Acquisition

Type: New

Accession Number: 000167832825000001

Filing Summary: On January 13, 2025, Project Finance Advisory Ltd filed a MA-A form, detailing its acquisition by PFAL Acquisition LLC, which took place through a management buyout on May 28, 2020. PFAL Acquisition LLC is a majority-held entity by Victoria Taylor, who owns 51%, with James Littlefair holding the remaining 49%. The form indicates that Project Finance Advisory Ltd has been actively engaged in advising public agencies and institutions on public-private partnerships and describes its operational focus, including insurance and consulting services. This document also includes contact information for key personnel and outlines their roles within the organization, with Victoria Ann Taylor serving as the President & CEO.