Juliet Rose Capital
Sectors  /  Energy Infrastructure

Energy Infrastructure

Grid, connection, generation and the enabling assets the transition depends on.

Overview

  • Connection assets
  • Private wire
  • Substations
  • Flexible generation
  • Networks
  • Enabling infrastructure

Generation gets the attention. Infrastructure decides what actually gets built. Connection capacity, network reinforcement, substations, private wire and flexible capacity now sit on the critical path for a large share of the projects seeking capital in this market.

For investors, this part of the sector has an attractive characteristic: revenue is often contracted, regulated or availability based rather than exposed to commodity prices. That profile suits long dated capital, and competition for high quality assets reflects it.

We review connection and network assets, private wire and campus infrastructure, flexible generation and the businesses that build and operate them.

Capital requirements

What is typically sought

  • Platform and corporate equity
  • Project and asset level equity
  • Construction capital
  • Acquisition capital
  • Growth capital for infrastructure businesses
  • Debt introductions
Assessment

What we look for

  • Contracted or regulated revenue position
  • Counterparty credit quality
  • Asset life and maintenance liability
  • Permitting and land or wayleave position
  • Concentration and connection dependency
  • Operating record where relevant
Capital sources

Where introductions are made

  • Core and core plus infrastructure funds
  • Pension and insurance capital
  • Utilities and network operators
  • Private credit
  • Sovereign and international investors
  • Family offices

Categories of capital, not named relationships. Fit is assessed against stated mandate on a case by case basis.

Seeking capital

Raising for a energy infrastructure opportunity

Tell us the stage, the amount, the instrument and what the capital funds. Where the requirement is defined and the evidence exists, we will tell you quickly whether we can be useful.

Capital partners

Investing in this sector

If your mandate covers energy infrastructure, set out the criteria you apply. Introductions are made only against them.