Private equity investment / 01

Energy

Energy sustains industry and illuminates everyday life. Through long-term capital, we seek to support supply, transition and efficiency that make this foundation of progress more reliable, accessible and sustainable.

Discuss an opportunity

Sector investment thesis

Sustaining the foundations of progress

Energy investing requires an understanding of both assets and how revenue is earned. The investment case should connect demand, contractual arrangements, capital requirements and operating capabilities, including resilience under different price and demand scenarios.

Areas of interest

Identify opportunities across the value chain

Energy supply and supporting infrastructure

Consider business models across energy supply, storage and supporting infrastructure, linking construction, connection requirements and ongoing operations.

Energy services and efficiency

Consider businesses that address industrial and commercial energy needs through efficiency or service reliability.

Opportunities in transition

Assess transition opportunities through technology maturity, customer willingness to pay and cost competitiveness, distinguishing technical potential from commercial returns.

Due diligence priorities

Enduring value begins with sound judgment

Revenue and contracts

Pricing mechanisms, customer and offtaker quality, contract duration and performance risk.

Assets and execution

Technical design, construction schedules, connection conditions, maintenance and critical suppliers.

Capital and cash flow

Capital expenditure, financing structure, working capital and cash flow under downside scenarios.

Permissions and responsibilities

Project rights, required permissions, environmental obligations and local operating conditions.

Value creation

Where purpose takes shape

Our starting point for value creation is an energy industry that serves production and everyday life more reliably. We seek to support lasting business development through dependable supply, operational efficiency, disciplined capital allocation, procurement, maintenance and well-planned expansion.

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