Where we hold capital relationships.
Generation, storage, infrastructure and the technologies that support them. These are the areas where we can be useful. Outside them, we say so early.
Coverage
Sector coverage is not a statement of enthusiasm. It reflects where we have capital relationships specific enough to be worth an introduction, and enough familiarity with the assets to assess an opportunity before it is shown to anyone.
Requirements typically range from development capital through to construction, project equity, platform capital and acquisition. The capital that suits each stage is materially different, and matching that correctly matters more than the size of the network behind it.
Renewable Energy
The energy transition is a capital formation problem long before it is a technology problem.
- Generation
- Storage
- Grid
- Development
Solar
Utility scale pipelines, commercial rooftop portfolios and distributed generation.
- Utility scale
- Commercial and industrial
- Distributed
- Agrivoltaics
Wind
Onshore portfolios, offshore development positions and emerging platforms.
- Onshore
- Offshore
- Fixed foundation
- Floating
Hydrogen
Production, storage, distribution and the technologies that support them.
- Electrolytic production
- Storage
- Distribution
- Ammonia and derivatives
Energy Storage
Battery energy storage, long duration storage and the assets that support them.
- Battery storage
- Long duration
- Grid scale
- Coupled with generation
Energy Infrastructure
Grid, connection, generation and the enabling assets the transition depends on.
- Connection assets
- Private wire
- Substations
- Flexible generation
Clean Technology
Technologies that improve efficiency, reduce emissions or produce energy at lower cost.
- Energy efficiency
- Industrial decarbonisation
- Process technology
- Digital energy
Energy for Digital Infrastructure
The power, storage and infrastructure behind data centres and AI capacity.
- Powered land
- Campus generation
- Behind the meter
- Storage and resilience
If your opportunity sits inside one of these, tell us what stage it has reached.