Strategy and Analytics

Investments and Transactions

The scale of investment required in the European energy sector is vast, and identifying the right opportunities is immensely challenging. We work closely with investors, financiers and developers to help them make the right investment and divestment decisions in a rapidly changing environment. We develop new market strategies and business models for established players who wish to enter new geographies or deploy new technologies, as well as for businesses entering Europe’s energy markets for the first time.

Our work ranges from conducting pan-European fundamental electricity and gas market modelling to provide clients with future price projections, to detailed asset modelling that analyses the impact of different macroeconomic and policy scenarios. We provide clients with valuations and risk assessments of individual assets and portfolios, and we conduct economic, commercial and regulatory due diligence for both buy-side and sell-side parties on transactions and for project developers of energy infrastructure assets.

Our high-quality analysis, experience and strategic understanding are translated into regular reports that provide clients with invaluable insight into each of the key European markets. These reports can be enhanced with competitor analysis and bespoke insights to support profitable investment and divestment decisions.

Typical client questions include:

  • how are returns for investment in generation, gas production, storage and network assets quantified under alternative fundamental and policy scenarios?
  • is horizontal or vertical integration an effective strategy and what acquisition targets are worth pursuing?
  • what types of business models and commercial structures will enable opportunities to be maximised in both upstream and downstream power?
  • when disposing of assets, how can the best value be secured?
  • when acquiring assets, how is the value determined and how should risks be assessed and allocated across different classes of debt and equity?
Contact: Back to Strategy and Analytics