Strategy
Specialising in construction-ready projects to deliver real assets with contracted cash flows
Delivering additionality and unlocking value
We specialise in infrastructure at the construction-ready stage – a focused part of the value chain where we believe investors can achieve attractive risk-adjusted returns while contributing meaningfully to system buildout.
This stage sits post-development, avoiding permitting and planning risks, but pre-brownfield, where returns are compressed. New assets are critical for delivering additionality to the energy system.
Through active ownership that includes construction oversight, financing structuring, revenue contracting, and operational optimisation, we unlock value before assets stabilise into yield-oriented profiles.
Investing to solve the system challenges of clean energy delivery
We invest in infrastructure that enables clean electricity to function reliably at system scale.
- Standalone utility-scale battery storage for time-shifting, capacity, and ancillary services.
- Grid upgrades and new grid infrastructure to relieve congestion, improve redundancy, and support new generation.
We invest in new infrastructure that expands and secures the supply of clean electricity, tailored to modern demand patterns.
- Hybridised generation combining solar, wind, and storage for broader load coverage.
- Selective stand-alone generation with long-duration revenue hedging.
- Tailored supply for predictable, energy-intensive users (e.g. data centres, desalination, manufacturing).
We invest in infrastructure that accelerates industrial decarbonisation, where strong sponsors, credible offtake, and bankable delivery pathways are in place.
- Low-carbon fuel and process infrastructure for hard-to-abate sectors.
- Electrification solutions that enable industrial users to transition from fossil fuels to power.
Active management spanning the infrastructure lifecycle
We deliver value by actively managing projects from construction through to operational maturity. Our in-house expertise spans the full asset lifecycle – from origination and technical diligence, to financing, revenue structuring, and operational optimisation.
This approach enhances project fundamentals, mitigates risk, and delivers predictable cash flows aligned with institutional infrastructure objectives.
Partnering across the clean energy ecosystem
We work with a global ecosystem of industrial partners, including developers, utilities, independent power producers, equipment manufacturers, and energy buyers.
These relationships provide access to differentiated deal flow, support bilateral execution, and enable diversified offtake and revenue structuring at scale.
