Energy Opportunities

Our energy opportunities funds employs a flexible capital strategy to provide create capital solutions across the energy industry. We seek to capitalize on structural changes occurring in the energy market, which have increased the need for flexible capital to fund production and infrastructure growth.

We target high-quality assets that operate in oil and gas basins at the low-end of the cost curve through highly structured transactions in order to provide downside protection and mitigate commodity risk. We target investment opportunities in businesses in top-tier basins in North America with superior well economics and low breakeven oil prices, with a focus on structuring transactions with downside protection and equity-like upside exposure. We generally define these businesses as having one or more of the following characteristics:

Energy Transition, in particular, draws on our leadership in next-generation energy coverage and also complements our long-standing expertise in traditional energy.

• Ability to gain control or seniority in the capital structure
• Exposure to top-tier basins
• Strong management teams
• Limited commodity exposure
• Differentiated asset / strategy

We seek to deploy capital across a differentiated opportunity set and throughout market cycles. We seek to achieve attractive returns by remaining focused on asset quality.