Investment

We provide consulting advice and transaction support for gas, LNG and power asset investment. Clients who have engaged us to work with them on investment strategy include infrastructure funds, private equity funds, utilities and upstream companies.

Our expertise

Our team has extensive senior industry expertise of gas and power asset investment. So we provide clients with advice from the perspective of practical first hand experience. Our services cover opportunity targeting, investment case development, market value driver analysis, asset valuation, risk/return analysis, entry/exit strategy and business integration support.

We specifically focus on flexible gas and power asset investments, including thermal power plants, gas storage assets, interconnectors, gas & LNG supply contracts and flexible LNG supply chain infrastructure assets.

Client case studies

  • Project Client Brief overview

    European CCGT investment strategy

    Client: Infrastructure fund

    Objective: We worked with the client to build an investment strategy that recognised value vs risk tradeoffs for CCGTs across European power markets.
    Deliverables: We analysed evolution of market spark spreads, value of ‘out of the money’ plant optionality and capacity market margin impact.
    Results: The result enabled the client to focus in on pursuing specific target transaction opportunities.

  • Project Client Brief overview

    Gas storage asset investment

    Client: Private equity fund

    Objective: We were engaged by the client to support development of an investment case for a fast cycle gas storage asset.
    Deliverables: This involved business model definition, analysis of value driver evolution (price spreads and volatility), distribution analysis and exit strategy.
    Results: Our work formed a foundation from which the Final Investment Decision could be made.

  • Project Client Brief overview

    UK gas plant investment

    Client: Infrastructure fund

    Objective: We worked with the client to identify specific CCGT equity investment opportunities and provide transaction support.
    Deliverables: This included market analysis, plant risk/return analysis, offtake contract structuring and due diligence.
    Results: Our work supported the client through equity stake bidding and asset contracting negotiations.