German Sustainable Infrastructure

Impact Capital Partner’s Overview

FOR INSTITUTIONAL INVESTORS ONLY – This German fund manager’s focus is on sustainable infrastructure in the renewable energy sector, wind and solar power as well as grids and storage technology. Their target portfolio combines existing operational assets and development assets in one vehicle to provide a blended risk and return to investors.

The Joint Phase Portfolio (JPP)*

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Operational Allocation*

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Development Allocation*

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Transaction Details*

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Additional Resources

  • Manager’s Name & Website – Upon Request
  • Pitch Deck – Upon Request

India Renewable Private Equity Fund

Impact Capital Partner’s Overview

FOR INSTITUTIONAL INVESTORS ONLY – This manager, a JV between one of India’s largest Private Equity funds, and a global leader in renewable energy, is currently raising commitments for their India-focused green infrastructure strategy (the “Fund”). Whilst it’s a single-country EM play, the Fund will offer significant downside protection through a unique concessional structure outlined below. 

The sector focus of the Fund is on broad themes of decarbonization of energy and its uses, spanning renewable energy, energy efficiency, energy storage, e-mobility, resource conservation and associated value chains. Whilst emphasizing the long-term contracted cash flows investors expect from infrastructure projects, the Fund will also provide additional upside through a private equity approach.

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Strategy*

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Target Sectors

  • 30% Renewable Energy (RE) Generation – Utility Scale RE, C&I Distributed Generation, Hybrid
  • 30% Energy Services – Energy Efficiency, storage, O&M, Asset Management, Smart Grid Enablers
  • 20% e-Mobility – Mobility as a Service, Battery as a Service, Clean Transportation, Shared Mobility, Charging Infrastructure
  • 20% Resource Efficiency – Waste Management, Recycling, Waste to Energy, Emission Control, Water Management, Others

U.N. Sustainable Development Goals

  • Renewable Energy Generation
    • SDG 13: Climate Action
    • SDG 7: Affordable & Clean Energy
    • SDG 12: Responsible Consumption & Production
    • SDG 8: Decent Work & Economic Growth
    • SDG 3: Good Health & Well-Being
  • Energy Services & e-Mobility
    • SDG 11: Sustainable City & Communities
    • SDG 13: Climate Action
    • SDG 7: Affordable & Clean Energy
    • SDG 9: Industry, Innovation & Infrastructure
    • SDG 8: Decent Work & Economic Growth
    • SDG 3: Good Health & Well-Being
  • Resource Efficiency
    • SDG 6: Clean Water & Sanitation
    • SDG 12: Responsible Consumption & Production
    • SDG 11: Sustainable City & Communities
    • SDG 8: Decent Work & Economic Growth
    • SDG 3: Good Health & Well-Being

Transaction Details*

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Co-Investment Opportunities*

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Additional Resources

  • Name & Website of JV – Upon Request
  • Name & Website of leading PE Firm in India – Upon Request
  • Name of Global Leader in Renewable Energy – Upon Request
  • Name & Website of Development Finance Institution providing support – Upon Request
  • Pitch Deck – Upon Request
  • Access to Data Room – Upon Request

Emerging Europe Growth Equity Fund

Impact Capital Partner’s Overview

FOR INSTITUTIONAL INVESTORS ONLY – This Fund manager has been investing in private equity and private credit in Emerging Europe, Central Asia and Turkey since 2005.  Their investment focus is on Small and Medium Enterprises (SMEs) with an emphasis on developmental impact as a consequence of their investments.  Their 25-person team operates out of five offices in London, Luxembourg, Bucharest, Istanbul and Almaty.

Fund Overview

  • Strategic focus on the rapidly expanding SME segment in Emerging Europe – benefitting from the evolving global and regional trends
  • No other private market offers the growth of an emerging market and the structure & stability of the European Union 

Why Invest in Emerging Europe?

  • Borderless access to the world’s second largest market
  • Solid legal & regulatory framework built on EU standards
  • Abundance of SMEs with high growth potential but poor access to funding 
  • A large, low-cost and highly skilled labour force
  • Stable currency outlook
  • Comparatively low household and government indebtedness
  • Low corporate tax rates

Emerging Europe is One of the Fastest Growing Economies in the the World

  • Emerging Europe has developed into a key trading partner and manufacturing base within the European Union. This has catalyzed the growth in the region.

Key Growth Themes

  • ECONOMIC CONVERGENCE – Increasing disposable income causing an evolution in consumption patterns
  • REGIONAL CONSOLIDATION – Increasing integration & competitiveness of the region within the EU + Increased demand to reduce dependency on external supply chains

Port-COVID Roadmap – Key Themes

  • The world economy is retreating from globalization and seeking increased self- sufficiency at country and regional levels
  • Increase in the importance of regional supply chains within the EU. Regional consolidation will result in higher demand for products manufactured in Emerging Europe
  • Misplaced perception of risk has lowered price expectations of private companies

An Under-Penetrated Private Equity Market

  • One of the most overlooked regions for private equity globally
  • Shortage of growth capital for businesses in the region
  • 90% of the economy are SMEs and in need of financing for further growth 
  • Poor access to funding provides considerable opportunity to generate above average returns

Fund Details*

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Additional Resources

  • Manager’s Name & Website – Upon Request
  • Pitch Deck – Upon Request

Africa Sustainable Independent Power Producer

Power Africa

Impact Capital Partner’s Overview

FOR INSTITUTIONAL INVESTORS ONLY – This Independent Power Producer (IPP), is an energy solutions provider based in the USA with operations in West Africa. They have transitioned from heavy oil and diesel to Liquid Natural Gas (LNG) + their long-term ambition is to deliver energy solutions exclusively from low carbon resources. Their operations reflect their firm commitment to increasing access to reliable, sustainable and cost-effective electricity and natural gas in Africa + they are actively seeking to expand their operations across the African continent with a vision to be the leading sustainable energy solution provider in Africa.

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Established IPP with Successful Operating History*

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Mission

  • Develop sustainable energy solutions in Africa
  • Emphasize the training and development of local expertise
  • Utilize appropriate technologies in a safe, efficient and reliable manner

Vision

  • To be the leading sustainable energy solution provider in Africa

Existing Power Plants*

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Existing Midstream Assets*

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Sustainability

Basing their operations on transition technologies and fuels, as an interim step towards their long term objectives, allows this IPP to develop the basic energy infrastructure required to provide clients access to reliable, sustainable and cost-effective energy. Over the next decade, they plan to convert their assets from transition solutions to low carbon energy solutions.

  • Transition Phase
    • Expansion – Building and operating the basic energy infrastructure (natural-gas-fired power generation, natural gas midstream solutions and electricity transmission solutions) to deliver reliable, sustainable and affordable electricity and natural gas to their clients.
    • Conversion – Facilitating the conversion of clients’ equipment (stationary and mobile) from heavy hydrocarbons to natural gas fuels as a transition to hydrogen fuels.
    • Development – Developing wind and hydro-electric energy solutions to be built and operated during the Low Carbon Phase.
  • Low Carbon Phase
    • Renewables – Switching a majority (>85%) of their electricity solutions to PV solar, wind and hydro-electric solutions.
    • Hydrogen – Switching client equipment (stationary and mobile) to hydrogen fuels.
    • Batteries – Deploying alternative batteries such as cryogenic storage and pumped hydro.

Additional Sustainability & Impact Highlights

  • Over the past 13 years of operation, this IPP has transitioned from heavy oil and diesel to Liquid Natural gas (LNG). LNG is considered a cleaner option to other fossil fuel resources, as it releases up to 50% less CO2 than coal and 20-30% less than oil. Additionally, compared to other types of fuel, there are negligible sulfur dioxide (SO2), Nitrogen Oxide (NOx), mercury (Hg), and particulate emissions.-
  • This IPP has significantly reduced the stress to the National power grid, and is now a net contributor to the grid.
  • Community – By developing natural gas infrastructure they seek to improve the livelihoods of stakeholders in their communities through provision of reliable, affordable and sustainable energy.
  • Community Engagement – Their numerous community engagement activities enables them to develop strong relations with members and representatives of these municipalities, including:
    • Training of locals to work in our operation areas
    • Developing alternative livelihood programs for project affected persons
    • Donating to local community projects and organizations
    • Holding frequent youth career and empowerment workshops
    • As an expression of the firm’s commitment to the environment, they have planted over 150,000 teak stumps along their natural gas pipeline as of July 2020, in order to reclaim the land. The exercise engages the surrounding communities by recruiting and employing locals for the planting of the teak, showing the firm’s commitment to serving and positively impacting the communities in which it operates.
  • Employment – They are committed to supporting employment in their local communities and fostering a culture of accountability and transparency, which strengthen the organization and increases productivity.

Socio-Economic Influence

  • The pipeline project will greatly impact on the socio-economic status of the local communities, the municipal/district and the Western Region as a whole. The Western Region is one of the deprived regions of the country with low coverage of social amenities as well as a low standard of living. It is anticipated that social structures, income levels and economic wellbeing, infrastructure (roads, education, and health) will be significantly improved in the project areas.
  • As is common with the advent of any project, it is expected that the gas pipeline project will create employment opportunities directly and indirectly by stimulating the local economy. The hospitality industry, light industry, trading and banking are all likely to thrive during the implementation of the gas pipeline project. The catchment area competencies are needed, hence apart from the specialized areas dealing directly with oil and gas there is labor which will be sourced directly from these communities.

UN Sustainable Development Goals

  • SDG 5: Gender Equality
  • SDG 7: Affordable & Clean Energy
  • SDG 8: Decent Work & Economic Growth
  • SDG 10: Reduced Inequalities

Transaction Details*

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Additional Resources

  • IPP’s Name & Website
  • IPP’s Sustainability & Low Carbon Ambition Statement – Upon Request
  • Access to DATA ROOM – Upon Request
    • Draft Term Sheet
    • Information Memorandum
    • Financial Model
    • Sustainability & Low Carbon Ambition Statement
Location Map
Tarkwa Plant visit October 2018

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