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Intelligence
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Asset-level intelligence briefings for qualified investors, plus the deal room for projects currently open for participation.
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Before you invest, see what others don't
Escher & Camondo Intelligence offers a limited number of seats to qualified investors — the same depth of material our internal team uses to evaluate positions.
Dossier No. EC · INT · 001
Qualified Investor
Escher & Camondo Intelligence · Essential
$2,000/ year
Published quarterly · Email delivery during the first week of each publication cycle
CoverageUK · EU · China · Africa
FormatQuarterly market outlook, policy tracker
Project briefsSummary briefs on upcoming funds and projects
Fully refundable — subscription fee is credited in full against your first Escher & Camondo investment product participation. Refund terms detailed in the subscription agreement.
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Dossier No. EC · INT · 002
By Invitation Priority
Escher & Camondo Intelligence · Elite
$20,000/ year
Published monthly · Email delivery during the first week of each publication cycle · Includes everything in Essential
Exclusive seats · Limited availability
Opportunity briefsAsset-level briefs with indicative terms and projected returns
Priority window48-hour advance notice on limited positions
Analyst accessNamed analyst for direct enquiry
Annual reviewIn-person strategic review (London or Dubai)
Deal RoomPriority registration
Fully refundable — subscription fee is credited in full against your first Escher & Camondo investment product participation. Refund terms detailed in the subscription agreement.
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Escher & Camondo Intelligence is a market research publication. It is not investment advice, not an offer document, not a recommendation, and not a substitute for independent legal, tax, financial, or technical due diligence.
Deal Room
Priced project documents
Beyond our periodic Intelligence subscription, select origination opportunities are made available as individually priced structuring notes — the same level of detail our internal team uses to evaluate a position, available for one-time purchase.
Deal Room
Deal Room · Australian distributed energy
Australian Sustainable Distributed Energy Platform
Escher & Camondo has been engaged to identify qualified investors for the proposed sale of a controlling interest in a Brisbane-headquartered sustainable distributed energy platform with more than three decades of operating history. The transaction perimeter comprises its Australian, US and Canadian operations, representing substantially all of approximately 1.0 GW of installed capacity. The vendor is a Hong Kong-listed infrastructure group pursuing a capital-recycling strategy. Company and vendor identities remain confidential pending qualification and NDA execution.
SectorSustainable distributed energy — waste-gas-to-power, renewable natural gas and remote hybrid microgrids
GeographyAustralia (>80% of capacity) · United States · Canada
Financial profileRevenue approximately A$650–700m; EBITDA approximately A$250–300m (most recent FY, management-adjusted)
Indicative valueUp to approximately A$3.0bn enterprise value
Structures100% acquisition, controlling majority, club / consortium or co-investment alongside a lead bidder
Deal Room
Deal Room · Regulated water infrastructure
Regulated Water & Wastewater Infrastructure
Escher & Camondo is identifying private-capital partners for a large-scale, price-regulated water and wastewater utility in a mature Western European market. Following a creditor-led balance-sheet restructuring, the incumbent creditor-shareholder group is preparing a revised multi-year business plan requiring materially increased private investment in network renewal, environmental compliance and service resilience. The company's identity and precise location remain confidential pending qualification and NDA execution.
SectorEssential, monopoly-regulated water and wastewater infrastructure
GeographyMature Western European water market and densely populated service area
ScaleSeveral million domestic and business connections
SituationPost-restructuring; senior creditors are now principal shareholders and leverage is materially reduced
Capital requirementNew private capital for a regulator-mandated, multi-year infrastructure investment programme
A well-established brownfield automotive manufacturing complex in Western Europe is available to a strategic or financial partner as its long-standing, multi-brand European owner rationalises regional production capacity. The opportunity supports an outright sale, long-term lease or capacity-sharing arrangement, joint-venture conversion, or multi-year contract manufacturing. Owner identity and precise location remain confidential pending qualification and NDA execution.
GeographyWestern Europe, with direct rail and deep-sea port access
Site scale100–250 hectares with substantial enclosed production floorspace
Nameplate capacityLow-to-mid hundreds of thousands of vehicle-equivalent units per annum
Current utilisationMaterially below nameplate
Transaction perimeterIntegrated body-in-white, paint-shop and final-assembly complex
StructuresSale, lease / capacity sharing, joint venture or contract manufacturing
Deal Room
Deal Room · West Africa ports
Lekki Deep-Water Port — Subordinated Participation Note
The Lekki corridor near Lagos has long been constrained by insufficient port depth, limiting the region's trade growth despite rising demand. The host government designated the new deep-water terminal a national infrastructure priority, structuring a concession framework to bring development finance institutions alongside private capital. This note covers the subordinated participation tranche within a $600M co-investment structure.
China Hyperscale Data Centre — Rent-Backed Income Note
The site sits in Guizhou, one of China's designated hubs for computing infrastructure, with secured power allocation and backbone network connectivity already in place. The developer retained ownership and structured a triple-net lease to lock in long-term, stable cash flows against the tenant's expanding computing needs. This note covers the resulting rent-backed income position, sized at $600M of investable capacity.
Lease structure15-year triple-net lease, two 5-year tenant renewal options
Credit enhancementParent company guarantee from tenant's ultimate holding group
Security deposit12 months' rent, held by independent third party
Côte d'Ivoire is the world's largest cocoa producer, but domestic processing remains structurally low — most beans are exported in raw form, leaving value-added margin overseas. This note covers a cocoa processing and export warehousing facility in the Abidjan port zone, generating revenue from tolling fees charged to international food groups and warehousing/logistics fees, under signed long-term tolling agreements.
Tolling agreementsLong-term tolling agreements with two international food groups, covering 80% of facility capacity
UK Industrial Carbon Capture Cluster — Government-Backed Revenue Note
The UK government has designated Industrial Carbon Capture as a core pillar of its path to net zero by 2050, providing government-backed long-term revenue contracts to approved carbon capture clusters under the Industrial Carbon Capture business model — payments are linked to captured tonnage and decoupled from carbon market price volatility, with the payment obligation held by the UK government. This note covers an equity participation tranche in a Track-1 cluster-qualified carbon capture and storage project in North East England, with captured CO2 transported by pipeline to a North Sea seabed storage formation.
Payment mechanismGovernment-backed carbon capture contract (Industrial Carbon Capture business model), paid per tonne captured, decoupled from carbon market pricing
Credit enhancementPayment obligation held by UK Government (DESNZ), 25-year contract term
Reserve mechanismPipeline and storage facility O&M reserve set aside at 5% of annual contract revenue
CovenantCapture efficiency below contracted standard triggers payment adjustment
Project stageTrack-1 cluster-qualified, in pre-FID commercial negotiation
Poland's national roads authority (GDDKiA) grants motorway concessions under an Availability Payment model — the concessionaire's revenue is decoupled from actual traffic volume, and a fixed payment is earned simply by maintaining the road to the agreed availability standard, with the payment obligation held by the Polish State Treasury. This note covers a subordinated participation tranche in the concession for the A2 motorway's Warsaw–Poznań section.
Payment mechanismAvailability payment, decoupled from traffic volume, paid quarterly
Credit enhancementPayment obligation held by the Polish State Treasury, with partial guarantee from the European Investment Bank
Reserve mechanismMaintenance reserve set aside at 8% of annual payment revenue for major resurfacing works