Investment focus
Investing in energy companies and development platforms
Structured equity into renewable developers, IPPs, storage platforms and select energy-transition businesses with recurring revenue, credible pipeline and institutional-grade governance.
What we underwrite
Revenue quality, EBITDA, recurring revenue, contracted backlog, development pipeline and management.
- Revenue quality and customer concentration
- EBITDA and cash conversion
- Contracted backlog and pipeline
- Management and governance
- Differentiation and moat
- Transaction alternatives and alignment
Structures
Minority and majority equity, founder liquidity, growth capital, platform expansion and select M&A.