Sectors

We handle every stage of an energy or infrastructure project, both greenfield and brownfield, from bidding, development, financing, construction, ownership, to investment in and operation of such assets.

Energy

The energy sector is at the centre of profound change driven by the urgent need to address climate change and the drive for energy sovereignty. This is creating both opportunities and challenges for investments in solar, onshore and offshore wind, biomass, biofuels, waste-to-energy, geothermal, and carbon capture. Green and low carbon hydrogen are needed as part of the mix that offers a realistic medium-term prospect for decarbonizing energy generation, industry, construction, and transportation.

Large scale electrolysers using additional and excess renewable energy to produce green hydrogen for long term energy storage, back up energy generation, specific industrial applications, and conversion into other renewable fuels of non-biological origin (RFNBOs) such as ammonia, methanol, or e-fuels hold real promise for moving away from fossil fuels.

Policy and regulatory changes have paved the way for rapidly increasing amounts of capital to be allocated to renewable energy and decarbonisation projects – a paradigm shift for the entire energy sector is in progress.

Transportation

Transport is essential to everyday life providing connectivity to those that use it. The urgent need to address climate change is also revolutionising this sector. Rapidly evolving battery technology and hydrogen fuel cells are set to play ever increasing roles in passenger mobility and freight.

Rail

The rail sector has seen significant change over recent years. This includes increasing government investment in all manner of rail projects and the further liberalisation of German regional rail (SPNV).

Roads

Road building and maintenance is vital for the continued wellbeing of all types of economies. Challenges include the year-on-year increases in traffic, the drive for reduced carbon emissions, and low or declining government revenues, road pricing is increasingly becoming an issue.

Maritime

The ports industry and shipping play fundamental roles in international trade. The retreat of globalisation through tariffs and other forms of protectionism, geopolitical instability, a reduced global growth outlook, and increasing regionalisation including regulatory divergence is set to continue to buffet ports and shipping.

Aviation

The aviation sector continues to face a number of challenges including increased competition, security concerns, and climate-related pressures. Nevertheless, the sector continues to demonstrate its resilience and continues to develop. Potentially disruptive to the major hubs but exciting for second cities and smaller airports are the point to point opportunities the new increased range single aisle aircraft models can offer.

Digital Infrastructure

Since the pandemic there has been a significant increase in the interest in connectivity and data storage infrastructure as part of the broader infrastructure asset class. This is underpinned by the exponential growth in data use and decentralised storage, the recent boom in artificial intelligence is also fuelling this demand. Traditional telecom players have been monetising their network infrastructure also as part of unbundling processes.

Social Infrastructure

There has in recent years been an increase in investor focus on public facility assets for social purposes in recognition of the demand for and stable returns such assets can provide.

Real Estate

Real estate deals can be straight forward or sometimes quite complex. Increasingly they are cross border, structured and can involve challenging financing arrangements. We can handle all manner and stages of real estate transactions across most product lines.