Investment Approach
Lakeside Energy sources transactions through a broad network of industry contacts developed by the principals of the firm over the last 30 years.
Once an acquisition candidate is identified, the firm moves quickly to complete the due diligence process. The majority of the firm’s due diligence, including financial, technical, commercial, environmental and legal, is performed by the Lakeside Energy team. We believe that our internal approach provides the firm greater efficiency and transparency, a more uniform and comprehensive review, and timelier completion of the acquisition than groups that take a more traditional approach by outsourcing a significant amount of the diligence.
Lakeside Energy brings a unique perspective to each transaction the firm pursues due to its internal capabilities in operations, commercial situations, financial structuring, environmental strategy and legal structuring. Through this unique perspective, the firm creates additional value as acquired companies benefit from our vast experience in management of all aspects of energy assets and businesses.
Lakeside Energy is also unique in that the firm does not attempt to identify an exit strategy or exit timing prior to acquisition. The firm believes that a focus on investment in high quality and stable businesses, where there is alignment with management to maximize value, will always create significant value.
Investment Criteria
Lakeside Energy focuses on investing in steady and sustainable assets and businesses that serve the independent power generation, renewable energy, and energy technology industries. The firm targets equity investments ranging from $25 to $300 million in companies located in North America, specifically the United States and Canada, but will work with subsidiary companies and assets to grow globally. Although Lakeside Energy invests in different segments of the energy industry, the firm has a disciplined approach of targeting sustainable assets or companies with predictable results. Our current portfolio demonstrates this focus.