What are the steps to develop and finance an infrastructure project and turn it into a profitable, long-term operating asset? And how does developing an infrastructure project differ from starting a company?
Climate, Sustainability and Energy Transformation
You are screening the acquisition financing of Waihonu Solar, a small solar project in Hawaii, earning fixed-price revenue under a feed-in tariff. The deal sits below your bank's size threshold, and the asset has a history of inverter failures. What is your recommendation to the investment committee: move forward, or pass? Prepare a short deal screening memo with your recommendation and the justification behind it.
What price would you pay for the project? What are the key valuation drivers and assumptions that you can change to make Highvale's bid competitive, and should you use them?
You are weighing an equity investment in Sizewell C: regulated, inflation-linked returns over 60 years, but only if it gets built. After Hinkley Point's overruns, does the Regulated Asset Base (RAB) framework, with government backing, transfer enough construction risk away from you to make this nuclear megaproject investable?
How should Tony’s Chocolonely adapt its marketing strategy in the United States to drive mainstream growth and ethical influence, given industry headwinds and the tension between mission-led storytelling and product-led appeal?
How should Climate United deploy large-scale public capital to catalyze private investments and market transformation in underserved clean energy sectors while maintaining financial discipline.
How can businesses create long-term economic value while authentically integrating sustainability into their core strategies and how can one distinguish genuine sustainability from greenwashing?
How should The Nature Conservancy (TNC) prioritize and select future Nature Bonds projects, given limited conservation funding, variable environmental and financial returns, and high execution complexity?
How should Marvel Fusion navigate the technological challenges of commercializing laser-based fusion energy while managing investor expectations and competing against both established nuclear fission technologies and magnet-based fusion alternatives?
What should business leaders consider when they think about AI deployment in investment and strategy development?