Value Proposition

Our Strategy

Industry focus

We are specialist energy investors. Focusing exclusively on system-critical energy infrastructure ensures that we have first-class insights into the market in which we operate.

We have sector-specific knowledge, an extensive industry network and considerable transaction and investment management experience. These qualities position us to identify, select, structure and manage appropriate investments for our clients.

Proprietary origination: Early involvement and active shaping of investment opportunities

Our sector focus and unique global network allow us to identify and proactively shape prime investments on a proprietary basis. We rely on our specialized knowledge to target high-quality assets and often develop strategic joint ventures with trusted industry partners.

By selecting our partners first and then working together to originate opportunities for long-term engagement, we are able to structure unique transactions that deliver resilient value for stakeholders at all levels.

Exclusive opportunities through strong partnerships

Working closely with industrial partners to originate proprietary transactions often results in more favorable, higher-quality transactions that would not be available otherwise. We believe that fostering our relationships in the energy infrastructure sector ultimately results in significant added value for our partners, portfolio companies, and our investors.

As energy infrastructure specialists, we are able to leverage our knowledge in order to stay ahead of the curve when it comes to industry developments. In doing so, we keep a focused approach on the types of transactions that will remain successful for years to come.

Long-term approach broadens the investment universe and increases the quality of potential investments

  • The very long-term approach we often take make us eligible as a strategic partner for utilities and the public sector
  • We are open to majority and minority positions in combination with adequate minority protection rights
  • These aspects result in a broader universe of opportunities that are often of higher quality

Minimize broken deal costs through highly structured investment process

  • Infrastructure investments are often complex, therefore due diligence is often expensive
  • It is thus paramount to eliminate the less-promising opportunities early on and focus on those with true potential
  • This methodology results in fewer broken deal costs for our clients

High acceptance and alignment of interests, as well as long-term value maximization

Operational value creation: Dedicated specialized asset ownership enhances asset value

  • The comprehensive risk inventory we compile during the due diligence phase is the basis for ongoing asset management
  • It helps us focus on the relevant areas to minimize downside and maximize upside
  • Each asset is owned by a dedicated asset owner, a specialist in the respective area, who takes care of the asset and is supported by the rest of the organization
  • Our investment management team is also responsible for asset, portfolio and environmental monitoring. This three-layered, dynamic approach ensures accurate tracking, general portfolio alignment including steering of systematic risks, and comprehensive understanding of the general environment which allows for adequate risk analysis and the identification of new opportunities

Layered monitoring approach as the basis for value preservation and enhancement

Three-layered monitoring approach

Each layer serves a different objective

Best-in-Class Service

We aim for an unparalleled experience when it comes to anticipating, meeting and surpassing investor needs. Our team always goes the extra mile to meet our client’s expectations and ensure all requirements are met.

Furthermore, our clients can expect comprehensive quarterly updates covering fund performance, outlook, risk exposure, regulatory developments and individual meetings and calls with our investment management team.

These reports may be tailored to better suit precise investor requests or concerns. By working collaboratively with our clients to address their needs, we are able to build up lasting relationships that pave the way for future opportunities.