Industry Research
Capital pathways for AI infrastructure
Assessing equity, debt and partnership models enabling hyperscale build-outs across compute, data and application layers.
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Our Insights
Research that informs pivotal decisions
Capital markets, industry structure and execution playbooksEUR"drawn from engagements across technology, energy transition, healthcare and more.
Latest publications
Access disciplined perspectives to brief leadership teams and investment committees.
Deal Watch
Energy transition supply chain consolidation
Mapping horizontal and vertical integration strategies for battery, grid and hydrogen participants navigating volatility.
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Methodology
From P&L to valuation: five questions
A structured approach to linking growth quality, cash conversion and discount rates for board-level decisions.
Read articleThemes on our radar
Concise updates used in client strategy sessions.
Private credit in strategic acquisitions
How funds are structuring delayed draw facilities to support bolt-on activity in a tighter rate environment.
Listing readiness in dual jurisdictions
Comparing disclosure, governance and investor outreach requirements across US and Asia-Pacific exchanges.
Operational diligence for carve-outs
Framework for assessing stranded costs, TSA design and day-one value creation in carve-out scenarios.
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Quarterly commentary on valuation trends, regulatory changes and transaction structures across global markets.