Energy Transition
Renewable generation, bioenergy, grid modernization, and storage infrastructure.
- • Solar and wind development
- • Battery storage systems
- • Grid infrastructure
- • Bioenergy projects
Strategic Capital
Principal investments in critical infrastructure, energy transition, and materials projects that power the modern economy.
Investment Mandate
We deploy capital into essential infrastructure that enables modern life — from renewable energy generation to critical materials processing. Our investments focus on projects with strong fundamentals, clear paths to profitability, and alignment with long-term economic trends.
Every investment combines rigorous financial analysis with deep operational understanding, ensuring we partner with management teams who share our commitment to building lasting value.
Investment Criteria
Check Size
$10M – $100M initial investment
Stage
Development through operational phases
Focus
Bankable or near-bankable assets
Structure
Flexibility for co-investment and follow-on
Investment Focus Areas
Critical Infrastructure
Transport, logistics, and utility-scale industrial assets that enable commerce.
- • Industrial facilities
- • Logistics networks
- • Transportation assets
- • Utility infrastructure
Critical Materials
Battery and industrial minerals, refining, and circular supply chain projects.
- • Mining operations
- • Processing facilities
- • Recycling infrastructure
- • Supply chain assets
Our Investment Process
1
Evaluate
Comprehensive technical, financial, and strategic due diligence.
2
Structure
Optimize capital stack and risk allocation for all stakeholders.
3
Execute
Align investors, operators, and capital for successful deployment.
4
Support
Ongoing strategic and operational support for value creation.
Investment Philosophy
We invest in the essential systems that enable modern life — from energy and industrial infrastructure to critical materials. Our philosophy is grounded in disciplined analysis and partnership. We look for opportunities where expertise, operational strength, and long-term demand converge to create sustainable value.
Conviction
We deploy capital with focus, investing only in sectors we understand deeply.
Alignment
We partner with exceptional operators, boards, and investors whose goals align with ours.
Stewardship
We invest for resilience — building assets and companies designed to last.