The opportunity

A family office sought to create an investment vehicle that could accelerate the generation, transmission, and consumption of clean energy. 

While there was no shortage of climate tech private equity and venture capital funds, each had shortcomings that weren’t aligned with the family office’s view toward investment origination, due diligence, flexibility across the capital stack, impact, and long-term vision.

The client identified an opportunity to create a new investment vehicle that was better suited to financing hardware businesses that needed a long-term capital partner.

The solution

Portico Advisers conducted an in-depth, multi-sector strategic review and delivered a focused investment strategy aligned with the family office’s objectives. This targeted companies addressing critical engineering, automation, and material science challenges constraining growth and flexibility across global electrical grids.

Our team identified over 200 suitable investment targets and worked with the client to shortlist 20 high-priority targets. We then carried out commercial and technical due diligence and deal structuring during the fund’s initial phase.

Through our deep understanding of end-customer needs and sales strategy, Portico unlocked several proprietary, off-market investment opportunities exclusively for our client.