We supported Eight Roads (the proprietary investment arm of FIL, Fidelity International Limited) with market assessment and due diligence support to analyse investment opportunities and once identified to execute the associated investments.

We were contracted to help identify and assess potential investments in wind energy.

We provided viewpoints on market sub-sectors, facilitated industry introductions and helped filter potential technologies, businesses and projects for investment. We then helped shape an investment strategy and carried out due diligence on a portfolio of target companies and opportunities.

One example opportunity involved the provision of detailed advice on the products and services offered across the condition monitoring space. BVGA’s personal relationships were used to make an introduction that consequently resulted in a material investment by Eight Roads in a leading analysis and software supplier. Further advice was provided post investment to support the client in driving value from the investment.

“BVG Associates were instrumental in developing our knowledge of the wind energy sector and in finding and executing our first investments in this space”

James Lowther, Director, Eight Roads.