Juliet Rose Capital
Sectors  /  Wind

Wind

Onshore portfolios, offshore development positions and emerging platforms.

Overview

  • Onshore
  • Offshore
  • Fixed foundation
  • Floating
  • Repowering
  • Hybrid sites

Wind rewards patience and punishes optimism. Development timelines run to years, consenting risk is real, and the capital structure has to survive a long period before a single unit is generated. Investors know this. They price it.

The recent repricing of the sector, driven by construction cost inflation and the cost of debt, has made capital more selective rather than less available. Contracted revenue, a firm supply chain position and a management team that has taken assets through commissioning now separate the opportunities that clear from those that stall.

We consider onshore development and operating portfolios, offshore development positions and platform level investment, and emerging technologies where a credible route to commercial deployment can be evidenced.

Capital requirements

What is typically sought

  • Development and platform capital
  • Project equity
  • Construction capital
  • Portfolio acquisition
  • Repowering and life extension capital
  • Strategic investment and joint ventures
Assessment

What we look for

  • Consenting status and remaining planning risk
  • Wind resource assessment and yield data
  • Grid connection and curtailment exposure
  • Turbine supply and installation strategy
  • Contracted revenue position
  • Delivery record of the management team
Capital sources

Where introductions are made

  • Infrastructure funds
  • Utilities and independent power producers
  • Pension and insurance capital
  • Strategic industrial investors
  • Private equity with energy mandates
  • Sovereign and international investment groups

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

Seeking capital

Raising for a wind 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 wind, set out the criteria you apply. Introductions are made only against them.