An infrastructure GP sought to repurpose legacy energy assets for the low-carbon economy, requiring a rigorous operational and financial roadmap to validate the investment thesis.
The fund acquired a portfolio of natural gas storage and transport assets with the thesis of converting them for hydrogen and carbon capture use. However, the technical feasibility and economic viability required granular validation to secure financing and regulatory approval.
The investment team faced skepticism from LPs about the 'green' credentials of the deal. They needed to prove that the capex plan was bankable and that the carbon reduction trajectory was science-based. Additionally, the portfolio companies lacked the data infrastructure to report on Scope 1, 2, and 3 emissions.
Validated the transition thesis and secured low-cost capital.
Established market leadership in energy transition infrastructure.
“Blue Cedarwood helped us turn a contrarian thesis into a consensus trade. Their ability to model the intersection of engineering, finance, and carbon markets gave our LPs the conviction to back this ambitious transition plan.”
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