October 2024 – “The European energy transition is primarily driven by medium-sized players – it’s crucial for investors to understand this difference from other markets.”
RGREEN INVEST’s Partner – Head of Business Development and Investor Relations, Stéphanie Bégué, spoke with Infrastructure Investor to discuss why specialist firms with mid-market focus are best positioned to drive the energy transition in Europe.
Key highlights include:
- Europe’s unique geography and high GDP density means the energy transition is driven by small and medium-sized assets – making it fundamentally different from markets like the US or traditional infrastructure investments
- Specialist firms are better positioned than generalist funds in this market – they can deploy smaller tickets (as low as €50M) and bring valuable sector expertise beyond just capital to support entrepreneurs.
- RGREEN INVEST targets €100-200M equity value companies and helps scale them to €1B+ platforms through specialised industry expertise and close partnerships with entrepreneurs, with 85% of deals sourced internally
- The perception that impact investing means lower returns is outdated – investors can achieve double-digit returns while supporting Europe’s energy transition through mid-market opportunities, without needing to go into emerging markets for impact
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