Energy & Utilities
Our Impact
£2.1bn+
Of capital allocation decisions supported
17%
Average improvement in portfolio-level cash returns
Energy and utilities operate under long asset lives, high capital intensity, and sustained regulatory scrutiny. Once infrastructure is built, economics are driven by durability, reliability, and alignment with policy expectations.
Investment decisions carry consequences that extend across decades. Portfolio balance, capital sequencing, and operating...
Sectors we serve
How we help
Market and regulatory analysis to assess structure, transition pathways, and investment dynamics.
Positioning asset portfolios as regulation, transition pressures, and economics evolve.
Allocating capital across legacy assets and transition investments.
Testing regulatory exposure, cash-flow durability, and transition assumptions.
Our Approach
Our approach in energy and utilities reflects the long time horizons over which value is created and tested.
Growth in these sectors is shaped as much by regulation, policy, and public scrutiny as by market demand. External signa...
Related Sectors
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Insights & Articles
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Preparing for the Future: Navigating the EU Corporate Sustainability Due Diligence Directive CSDDD
The European Union's adoption of the Corporate Sustainability Due Diligence Directive (CSDDD) introduces mandatory due diligence obligations for large companies, significantly impacting supply chain management and operational risks.
Applied AI: A Position Paper
When building is cheap, durable advantage moves to judgement about what to build and ownership of the result. Why the frontier is a rented input, and why the systems that run your business should be owned.
AI Is Re-Rating Software Moats: How Buyers Should Diligence Defensibility
As AI collapses the cost of building software, code is no longer proof of advantage. How buyers and corporates can test defensibility by rebuilding what a target claims is hard.