WHAT WE DO
Our Mission
Lieef focuses on accelerating the institutional maturation process for companies and project developers within the world of sustainability.
Approach
Lieef identifies private markets where industry participants are transitioning towards sustainability, but where institutional capital is not directly investing at scale. Using a proprietary process, Lieef creates investment strategies tailored to these markets which act as a bridge to accelerate the participation of institutional capital directly.
We view our capital as a component of what we seek to provide our prospective partners. Our expectation is to leverage our industry relationships and operating experience in every investment we make.
We are selective with whom we partner, and treat each investment as if it were to be held indefinitely.
“We don’t invest in a company or project. We invest in people who share our values and reflect the character of someone you’d never want to bet against.”
accomplishments
Acquired over $10Bn in emerging infrastructure projects and platforms as a control investor in 4 continents
Led the first non-recourse wind project debt financing as borrower and sponsor beyond the technical useful life in the United States
Deployed over $700mm into opportunistic renewables projects and development platforms including merchant and distressed projects
Successfully supported the creation of two sustainable investment platforms from inception, growing to over $30Bn in total assets under management
Created the EV Charging Power Purchase Agreement in 2018, which was validated by our utility partners
Executed over $130mm in sustainable debt financings as lender
Supported the creation of the global sustainability program at one of the world’s largest investment managers
Co-created the merchant power price forecast used by one of the world’s largest investment managers for the United States, Canada, and Mexico for principal investments
Investment Process
We focus on objective and factual information when evaluating opportunities presented to us. Stories about hypothetical futures only carry weight to us when backed up by measurable results in the present. We aren’t focused on investing in story-tellers, but partnering with and empowering execution oriented individuals.
We have strong domain expertise in our areas of focus. With independent engineers on staff, we evaluate technical risks in-house and do not need to hire a third party engineering firm.
Whether a company has decades of history, was seeded by top tier venture firms, or was entirely home grown, each opportunity is evaluated equally and put through the same benchmarks. We always focus on substance, and not form.