We identify.
We analyse.
We implement.
Realising unique investment opportunities and market-leading performance returns through a proven thesis-led approach.
We uncover unique investment opportunities
We seek out investment opportunities in the Transport, Energy, Digital and Logistics & Industrial sectors, and add hands-on asset management value over the lifetime of each investment.
We believe that a meticulous approach and a deep understanding are critical in order to think differently. We understand first, before applying creativity to the challenges that we face and the opportunities that we uncover.
Insight investing
Thorough analysis and extrapolation of long-term trends that are rapidly redefining the future.
Focused asset selection
Clear criteria through which investment opportunities are filtered so that they align with our capabilities.
Active asset management
Institutionalised, repeatable processes that are systematically applied to all our investment choices.
Insight investing
We anticipate and analyse long-term trends
We start with an exhaustive analysis of trends affecting our core European markets to shape our strategy and define investment sectors that will support tomorrow’s technology today.
Decarbonisation
Decarbonisation driving transportation and heating energy sources
of the increase in total electricity generation by 2040 will be renewable
Source:
2018 IEA World Energy Outlook
Changing demographics
Demographic shifts impacting consumption, logistics and transportation
of the population will be non-working dependants by 2050
Source:
Eurostat, Aug 2020
Data explosion
Ubiquitous connectivity driving disruption, efficiency and disintermediation
increase in data generation year on year
Source:
Strategic investments in Europe’s Data Centers, EY, 2023
Focused asset selection
We identify unique investment opportunities
We draw on our entrenched network of offices and contacts to uncover uncommon investment opportunities and entry points in select sectors that sit within the Arcus nexus of expertise.
Sectors
Our investment strategyfocuses on four carefully chosen sectors
Digital
Energy
Transport
Logistics & Industrials
Size
We invest within a pre-defined equity range
€100 – €250m
Equity
Governance
We leverage significant influence and adopt a partnership approach
This is built on a strong reputation and clear alignment between partners, investors and other stakeholders. We always take a majority stake.
Approach
Our approach is structured into three core elements
- Thesis-led sourcing of deals
- Bi-lateral approach: 20 of our 22 deals were secured on a bi-lateral basis
- Stringent due diligence process
ESG
Our ESG process is thorough and transparent
- ESG initial screening and full due diligence
- ESG opportunity, risk analysis and mitigation plans
- Third party independent expert consultants
Sectors
Our investment strategyfocuses on four carefully chosen sectors
Digital
Energy
Transport
Logistics & Industrials
Size
We invest within a pre-defined equity range
€100 – €250m
Equity
Governance
We leverage significant influence and adopt a partnership approach
This is built on a strong reputation and clear alignment between partners, investors and other stakeholders. We always take a majority stake.
Approach
Our approach is structured into three core elements
- Thesis-led sourcing of deals
- Bi-lateral approach: 20 of our 22 deals were secured on a bi-lateral basis
- Stringent due diligence process
ESG
Our ESG process is thorough and transparent
- ESG initial screening and full due diligence
- ESG opportunity, risk analysis and mitigation plans
- Third party independent expert consultants
Shareholder leadership
Laying the foundations for our future initiatives
Angel Trains case study ▷
Management excellence
A team resourced and structured for success
Brisa case study ▷
Strategy & operations
Operational initiatives executed with tangible financial impact
Forth Ports case study ▷
Finance & reporting
Designing KPIs and reporting to enable the right decisions
Alpha Trains case study ▷
How we solve
active style of asset management
We find opportunities where others can’t, and help our portfolio companies achieve what might never have been possible.
This is enabled by our independent ownership structure, our meticulous origination approach, our entrenched presence in the European market, and the experience, continuity and focus of our team
Our commitment to sustainability
Our track record of strong performance goes hand in hand with our focus on the sustainability of the world around us.
We commit to prioritising both to deliver significant and enduring outcomes.
What we do
We partner with management teams to enable agile and adaptable businesses
We work closely with portfolio companies to create scaled and more resilient businesses that are positioned to meet the infrastructure needs of tomorrow.
Our 3 funds
AEIF3
Arcus European
Infrastructure Fund 3 SCSp
AEIF2
Arcus European
Infrastructure Fund 2 SCSp
AEIF1
Arcus European
Infrastructure Fund 1 L.P. (realised)
Our portfolio
“My plan would be the same but it would’ve taken me 10-15 years. They expedited my plan. Accelerated it and my businesses growth.”
Kim Madsen
CEO, Momentum Energy Group
