Strategic positioning in Europe’s energy sector: A framework for portfolio optimisation and growth

A major shareholder in leading European home decarbonisation companies sought expert insights into low-carbon technology markets to enhance portfolio value and maximise Return on Investment (ROI). We provided strategic guidance through in-depth market analysis and tailored growth strategies, enabling the client to align portfolio companies’ strategies with data-driven recommendations and future investor expectations.

Background

Inven Capital is a significant minority shareholder in key players across the B2C and B2B2C home decarbonisation markets in Europe. Its primary goal is to maximise the value of its portfolio companies, ultimately driving the highest possible ROI for its investments.

Client needs and key questions

Following several market disruptions (both positive and negative) over the past few years, the client sought a deeper understanding of current trends in low-carbon technologies across key European markets. These insights would inform strategic initiatives to strengthen their portfolio companies and enhance long-term value creation.

Our solution

LCP Delta applied a structured, phased approach, leveraging our extensive market expertise to:

• Provide evidence-based forecasts highlighting key opportunities for investors.
• Develop an ‘outside-in’ growth strategy, drawing on competitive landscape analysis, market trends, and regulatory outlooks.
• Assess the potential for mass-market adoption of key technologies through financial analysis.
• Demonstrate future investment attractiveness and outline high-level exit strategies.

Our impact

LCP Delta delivered actionable strategic advice, identifying key synergies across the client’s portfolio companies to maximise value creation. These insights enabled the client to engage with portfolio company boards using evidence-backed recommendations, effectively shaping strategic decision-making.