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Energy transition

Supporting investment decisions across the energy transition

Energy transition transactions and investment advisory

We advise on energy transition investments across Europe, supporting transactions from early strategy through to due diligence and post deal value creation

Our work underpins major investment decisions across power, renewables and emerging energy technologies.

Looking to raise or deploy capital? Speak to our strategy and transaction specialists

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Why choose LCP Delta?

  • Unrivalled market access: Our 130+ energy specialist speak with hundreds of senior energy market participants across Europe every month, providing insights that go beyond publicly available data.
  • Analysis at scale: We generate hundreds of detailed research papers annually, analysing player positioning, market landscapes, and emerging business models.
  • Trusted proprietary models: Our integrated power market models are not just for investors; they are trusted by traders, policymakers, and the UK government to shape the future of the energy system.
  • Data-driven validation: Investors rely on our proprietary data to quantify risk, validate investment theses, and underpin multi-billion-pound investment decisions with confidence.

Storage and Flexibility

Expert analysis of grid-scale batteries and their revenue stacks, demand response and Virtual Power Plants (VPPs).

Networks

Supporting the deployment of £billions to transform both electricity and gas transmission and distributions networks.

Smart Energy and Retail

Insights into digital energy platforms and the transformation of consumer engagement.

Renewables and Clean Molecules

Assessing the build-out of wind and solar alongside the scaling of clean molecules for industry.

Electrification and Heat

Deep dives into heat pumps, industrial electrification, and energy efficiency.

How we help to guide you through the investment lifecycle

We provide end-to-end support combining market insight with commercial and technical expertise.

Pre-investment and strategy

Identifying and evaluating "where to play" across the energy transition value chain and supporting target selection.

Investment evaluation

Comprehensive commercial due diligence, assessing long-term growth potential, business models, and regulatory risks.

Operations and value creation

Support for portfolio companies to navigate shifting market dynamics to optimise growth strategy.

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Explore some of our recent transactions

  • £100m investment in Wondrwall

    We led structured commercial due diligence on smart home technology, validating market positioning and cost-saving potential, and supporting a £100m investment by InfraRed Capital Partners.

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  • £30m acquisition of GreenFlux

    We delivered end-to-end commercial due diligence using EV charging market intelligence, testing business plan assumptions and benchmarking capabilities, which supported DKV Mobility’s successful £30m acquisition.

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  • 25% stake acquisition in First Hydro

    We provided revenue modelling across multiple power markets, testing investment assumptions under different scenarios, and supporting CDPQ’s acquisition of a 25% stake.

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  • Sale of Statera Energy to EQT

    We delivered sell-side market analysis and asset-level revenue forecasts, demonstrating long-term portfolio value, and supporting a successful sale to EQT.

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  • Validating flexibility revenue for Zouk Capital

    We modelled flexibility revenue potential across UK and European markets, providing independent validation to support Zouk Capital’s investment in EO Charging and enabling a high-confidence growth strategy.

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  • Industrial heat decarbonisation market validation

    We benchmarked cost competitiveness and modelled market potential for heat battery technology, assessing viability against gas and emerging alternatives, and providing the evidence base for a major investment decision.

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  • Residential energy provider market assessment

    We delivered market sizing and policy analysis across key technologies, clarifying opportunity and regulatory risk, and enabling a high-confidence decision not to proceed.

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  • C&I heat pump investment decision

    We analysed market forecasts and conducted detailed competitor benchmarking, giving clear visibility of market dynamics, and enabling a confident decision to pause the acquisition.

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  • 10x growth strategy for energy efficiency provider, Cairngorm Capital

    We developed a 15-year growth plan, identifying pathways to scale into a national energy manager, and positioning the business for 10x revenue growth.

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Our commercial due diligence experts

Whether you’re exploring a new investment opportunity, raising capital, or stress-testing an existing thesis, our team provides the clarity you need in volatile markets.

Isaac Charlton

Isaac Charlton

Consultant – Strategy & Transactions
Becca Yap

Becca Yap

Consultant – Strategy & Transactions
Phillip Twiddy

Phillip Twiddy

Strategy & Transactions: Demand-side lead

Matthew Deitz

Principal

Related services

Due Diligence

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Revenue Forecasting

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Whole System Modelling

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Your questions answered

Assesses the market attractiveness, competitive positioning, and growth potential of an asset or business. It focuses on a number of key factors that influence the attractiveness of an opportunity which includes regulatory frameworks, demand outlook, technology viability, and customer dynamics to validate investment assumptions and identify the risks and opportunities.

Each investor assesses energy transition opportunities differently, however, they will typically evaluate market growth potential, profitability, policy support, competition, and scalability. This is combined with detailed financial analysis, including revenue certainty, cost structures, and risk-adjusted returns, alongside the consideration of Environmental, Social, and Governance (ESG) metrics. 

A strong energy transition investment strategy is clear on target markets and technologies, aligned with policy and regulatory direction, and grounded in robust market insight. It balances risk and return for the investor, identifies scalable opportunities, and remains flexible to market conditions while maintaining a clear value creation plan. 

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If you would like to know more about our services and how we can help you with energy transition.

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