Our work is driven by the collaboration of partners, advisors, and specialists with a deep understanding of private equity and the intricacies of the investment lifecycle. Our approach to due diligence is flexible and analytics-driven, incorporating extensive proprietary knowledge and deep industry experience.
Stakeholder Management and Oversight. The long maturity of infrastructure debt makes it an attractive asset class for long-term professional investors seeking to diversify their portfolios. Our team provides a unique combination of project development and financing expertise, relationships with key stakeholders, and proprietary tools and data that enable us to serve as trusted partners to governments, private developers, and investors. Our project-development work focuses on helping bridge the current gap between infrastructure investment and needs by convening the right parties and collaborating to establish viable, bankable infrastructure projects in which investors can be confident. We use several flexible models to help our clients source and develop projects and pipelines, accelerate project development, match projects to financing, and build project-delivery consortiums. Our client-service models are flexible and can include establishing partnership models. These exceptional approaches enable us to not only provide advisory services with delayed compensation or fees linked to project success—but also align our economic incentives with those of our clients.
Our clients are seeking deep and lasting strategic and operational improvement on growth and performance. We provide counsel on issues in strategy, organization, earnings improvement, and operations. We leverage our know-how, experience, and business network to facilitate and support value-creating strategies through close working relationships with corporate management teams. We employ a business model focused on achieving excellence in our daily operations, generating superior capital, and creating long-term shareholder value. We make substantial investments in research and development to unlock resources, improve the efficiency of our operations, and increase the value of services. We understand the needs of our investors for targeted investment solutions and attractive risk adjusted returns. We strive to help our clients preserve capital, maintain liquidity and seek competitive yields, while consistently managing risk.
We help owners identify the optimal strategy to raise financing for their project by drawing on our knowledge of the range of available instruments, in-depth portfolio expertise on the assets under development, and insights into the project owner’s needs. Our work with clients in pre-diligence investment screening is varied and tailored to their specific needs. We help identify and qualify investment opportunities by leveraging a systematic process to screen potential targets and provide proactive, investable insights. Our approach to due diligence is flexible and analytics-driven, incorporating extensive proprietary knowledge and deep industry experience. We offer clients a portfolio of investment with a variety of structures, risk levels, and currencies, with the objective of generating equity-like returns with lower risk over the long-term. Our collaborative and fact-based approach relies on deep proprietary research that spans all institutional and retail segments, asset classes (for example, alternatives) and products, such as exchange traded funds and outcome-oriented funds. We serve as a partner to our clients throughout the entire process of project-development, including during the following stages:
Project Valuation from the Entity-Firm Perspective. To support the formation of strong joint ventures, consortiums, and special purpose entities, we advise clients on structure, negotiations, and implementation. To ensure the long-term success of an investment, we assist clients in identifying, analyzing, and managing project risk. We work with a diverse set of clients, including pension funds, retirement systems, endowments and foundations, and sovereign wealth funds. Our work is driven by the collaboration of partners, advisors, and specialists with a deep understanding of private equity and the intricacies of the investment lifecycle. We help improve overall investment performance using a streamlined approach, tailored to meet the specific needs of each client and situation.
Due Diligence and Risk Management. Our leadership team, dedicated industry experts, and senior advisors understand the unique challenges that institutional investors face and work together to develop innovative solutions and help create lasting impact.Our approach to due diligence is flexible and analytics-driven, incorporating extensive proprietary knowledge and deep industry experience. Our flexible model allows for a wide range of potential configurations, from targeted analysis to fully-integrated due diligence. We provide support for operational improvement, including risk management and business support.
Liquidity and Financial Analysis. By applying a systematic approach, we help assess the full range of private and public options for funding infrastructure assets. Our proprietary models enable us to identify risk, advise on pricing, and assess risk mitigation approaches and their implications on financing strategy. By leveraging our vast network, we can facilitate connections to alternative sources of capital for our clients’ infrastructure projects.
Privatization Opportunities and Asset Valuation. As plans for an alliance go forward, we help our clients develop the strategy and skills necessary to structure, negotiate, and implement the arrangement. We identify potential project investors, facilitate introductions, and develop the information or materials needed to support investor engagement. We help clients value the relevant opportunities, identify possible business structures, and support key issues affecting negotiations, such as listing documents, the impact on vendors and the possible need for supply agreements with the acquirer. We help project owners identify the optimal strategy to raise financing for their project by drawing on our knowledge of the range of available tools and instruments, in-depth expertise on the assets under development, and insights into the project owner’s needs.
Regulatory and Legislation Advocacy. Laws and regulations are becoming ever more detailed, extraterritorial reach is increasing, and the consequences of non-compliance are more severe than ever. In light of the wave of new regulation, we have built strong capabilities to help clients understand the impact of regulatory changes and design mitigating strategies. We work with clients to address the impact of new regulatory requirements, and we provide insights that allow clients to identify and seize competitive opportunities arising from regulatory change.
Industry and Community Sponsorship. We carefully evaluate investment opportunities across a range of potential market conditions and advance only those projects likely to provide long-term shareholder equity value. We focus on the efficient use of capital to achieve superior investment returns. We invest alongside our partners in every acquisition, and we steward that capital with utmost care. We believe in fundamental drivers of value and the flexibility and security such structuring provides. Relationships drive our business, and we are proud of our reputation, which is exemplified by our longstanding relationships with community and industry investors and financial institutions.
Market Research and Technical-Feasibility Studies. We have developed extensive knowledge, expertise, and proprietary tools that enable us to conduct due diligence and portfolio work that delivers a substantial financial impact. To ensure the long-term health of the portfolio, we measure opportunities against investor capabilities, risk appetite, and existing portfolio contents. We identify potential investors, facilitate introductions, and develop the information or materials to support investor engagement. We help clients understand the potential for value creation, including opportunities to improve an asset’s position, operating performance, capital execution, regulatory management, and, if possible, opportunities for revenue growth.
Socioeconomic Impact Assessment. We help clients realize maximum value from stakeholders—by tapping the right synergies, building capabilities, and speeding up integration. We define a value proposition for the project and craft the development plan for various stakeholders. Through our functional expertise of capital projects and operations, we offer both targeted initiatives and broad, long-term support to optimize project spending and operations, prioritize investments across an enterprise portfolio.
Public Hearings and Communications. Whether a client seeks to influence legislation, is involved in a political campaign or needs guidance on regulatory compliance, our Government Policy team helps clients formulate and execute efficient government policy strategies that achieve results. Our bipartisan group of registered lobbyists have decades of experience bringing our clients’ interests to bear upon executive, legislative and regulatory decision making. This enables us to devise and implement the best strategies to promote the client’s interests through executive, legislative, regulatory and political channels.
Stakeholders Agreements and Contract Management. We approach procurement and contracts as the basis for the relationship between parties, and therefore as a valuable management tool to influence and align incentives throughout project execution. We help our clients design contracts that support project success by establishing terms that inform and direct the project execution, rather than narrowly focusing on purely legal requirements. We support clients globally and across industries to get the most out of their contracts along the full lifecycle by shifting the focus toward contracts as active project management tools.
Site Selection Assistance and Land Acquisitions. Our global real-estate team works closely with related practices—including Corporate Finance, Organization, and Operations—to constantly test, improve, and expand our tools and knowledge. Through extensive client service, we have developed best practices for core real-estate processes, such as project budgeting, design and engineering, project management, project approvals, and risk management. We have developed extensive knowledge, expertise, and proprietary tools that enable us to conduct due diligence and portfolio work that delivers substantial financial impact. Our approach to due diligence is flexible and analytics-driven, incorporating extensive proprietary knowledge and deep industry experience. Our flexible model allows for a range of potential configurations, from targeted analysis to fully-integrated due diligence.
Conceptual and Design Development. We conduct analyses of sub-sectors and geographies of interest, and we develop bespoke and nonpublic brownfield and greenfield development opportunities to help our clients source, identify, and develop projects. We provide a wide range of support throughout the design and engineering phase, including developing and managing a business plan to support our construction management group of third-party contractors, and conducting project risk assessments.
Engineering and Construction Management. Our business acumen, on-the-ground experience, and comprehensive program and project management knowledge of functional operational topics—such as project origination, design, engineering, procurement, construction, and strategic risk management—uniquely position us to support entities involved in public-sector and private-sector projects and asset investors. Drawing on our extensive experience serving government agencies, and other public entities, we work to ensure stakeholders are aligned and project outcomes are mutually beneficial.
As a fiduciary to our clients, our firm is built to protect and grow the value of our clients’ assets. From our perspective, business-relevant sustainability issues can contribute to a company’s long-term financial performance, and thus further incorporating these considerations into the investment research, portfolio construction, and stewardship process can enhance long-term risk adjusted returns. By expanding access to data, insights and learning on material environmental, social, and governance risks and opportunities in investment processes across our diverse platform, we become better overall investors. From large conglomerates and multinationals to small product specialists and integrators, our portfolio management capabilities serve a range of companies. Our entrepreneurial team brings construction and business expertise to quickly align with our partners to foster successful relationships.