Energy consumption, especially burning fossil fuels, is the primary driver of the current climate crisis. Unfortunately, global energy demand continues to increase.
Expanding renewables’ share of electricity generation is central to the global response. The electrification of transportation and advancements in battery technology, green hydrogen, and offshore wind are presenting powerful, long-lasting opportunities, both in terms of sustainability and commercial potential. Continued advancements in storage and generation capacity are continuing to drive the sector.
As demand for renewables increases, new economies and new entrants will naturally follow. Consequently, consolidation of the competitive landscape is already occurring. Regardless, companies with the vision, creativity, and innovation to develop and find broader applications for technologies and navigate a complexifying supply chain and regulatory landscape will win.
From an investment perspective, fortune will favor the bold and those willing to play the long game. Many technologies are still unproven. As a result, the traditional criteria private equity and venture capital use to evaluate an investment must be recalibrated and assessed on projected rather than historical performance. This places a premium on predicative analytics and research and analysis to defog the future of renewables and envision how technologies and applications will converge in the future.
How Pointe can help
Pointe brings two decades of global energy industry experience and a track record of helping industry leaders utilize disruption, outmaneuver the market, and illuminate the path forward. We bring clarity to the ambiguity of a rapidly transforming industry flush with opportunity but also rife with uncertainty. Grounded in original research and advanced analytics, we develop original and creative insight to help industry leaders and investors spot opportunity and act quickly and decisively.
Pointe’s solutions include:
Mergers & Acquisition: Pointe can identify acquisition candidates, diligence specific targets, and execute on consolidation and inorganic growth mandates.
Growth Strategy: We creates value by identifying available white space and assessing attractiveness and feasibility of across multiple opportunities. We further aid in the development of prioritized roadmaps to enter new geographies, segments, and channels, while defending core businesses.
Market Analysis: We provide clarity to your strategic process by mapping market landscapes, sizing addressable segments, tracking critical trends, and benchmarking industry activities, investments, and capabilities.
Customer Insights: We develop deep learnings around customer, including customer segment characteristics, sentiment, and demand. We enable our clients to prioritize investments and craft product, marketing, and pursuit strategies tailored to customer preferences.
A sustainability-focused investment fund in a developing market was having difficulty with the capital raising process. To help the client better understand the funding process in developing markets, Pointe developed intelligence regarding how sustainability funds access capital, identified “pain points” and how they overcome them, and how potential funders view sustainability as a topic and determine which funds to support and why. Pointe provided recommendations to enhance its fundraising capability through a diversification strategy targeting both traditional LP commitments and creative non-equity avenues. Beyond helping the client access funds, this engagement served as the basis for a case study to help other sustainability-focused funds in other emerging markets that was presented at COP26.
Producer of lithium-ion batteries was under pressure from shareholders to revitalize its flattening growth curve, which would require a shift away from military tenders towards higher growth commercial applications. To ensure the provider focused on the right opportunities, Pointe worked with the client to develop a prioritization framework to appropriately target high-potential applications and market segments. With Pointe’s guidance, the client placed big-bets on the medical and industrial segments that returned the company to growth.