consulting & advisory
The energy transition. Infratech. Strategy & Investment
Navigate disruptions to your infra or energy business
We are an US-based advisory firm specialized in supporting energy and infrastructure developers, investors, and operators through the disruptions facing their industries today. Our focus is on the energy transition journey and the application of Infratech in their businesses
We support our clients along their journey, from defining the challenges they are facing or servicing, through to planning and supporting the implementation of their solution or new service offering
Financial and economic analysis of major capital investments
Businesses regularly evaluate whether to utilize a broad range of capital-intensive technologies that are emerging in infrastructure, energy efficiency and storage, and decarbonization.
The suppliers of these systems also evaluate how to develop and invest in these facilities in a way that meets their customer’s needs, is bankable, and meets their own return on investment requirements.
We work with our clients to frame these questions, conduct the research and analysis to put a fact base behind the answers, and synthesize a set of strategic insights and options for our clients to act on.
Example projects >>
Renewable natural gas
Developed a perspective for a US developer on whether RNG was a market segment that fit their investment criteria and would continue to be feasible for investment in a particular timeframe.
Energy storage
Worked with a developer to identify real estate and industrial market sectors in the US where thermal energy and power storage solutions would be economically viable.
Coal to clean power transactions
Built cash flow, valuation, cost, and debt financial models to assess the viability of transitioning coal power plants to renewable energy for a set of assets in emerging markets. Developed proprietary information to inform when and how to make those transactions economically viable.
Sourcing and origination
Both infrastructure and energy developers are continuously building a pipeline
of deals that are in various stages of consideration as to their viability.
We work with these parties to assess new markets, source potential opportunities for transactions,
and then play a role in developing those opportunities into bankable investments.
Example projects >>
Coal power plants for decommissioning
Worked with a client seeking to identify specific coal power plants where the economics of those facilities was no longer competitive with renewable energy generation, and developed a business model for transitioning those assets to renewable power generation instead.
Energy storage opportunities
Worked with a developer to identify specific users of both thermal energy and power that would benefit from replacing onsite fossil-fuel based boilers and similar sources of thermal heat with renewable-power based thermal energy generation and storage systems.
Paul Jacobson
Paul is an independent management consultant and an expert in the technical, commercial and financial development of major capital programs in infrastructure, energy, and other industrial applications. Before founding his own firm, Paul spent over 10 years with McKinsey & Company, where he was involved in leading multiple consulting projects, and another decade in industry where he has developed leading industry knowledge and built close relationships with executives in those sectors.
Paul has a large network of independent professionals and subject-matter experts, which he can access for support on larger projects and topics that require specialized expertise.