At the intersection of the energy transition and critical infrastructure sectors

Themes

Neos believes significant changes and innovation are occurring in the renewable energy, power, and related critical infrastructure markets — primarily driven by the shift from traditional fossil fuels to renewable and low-carbon energy sources.

Energy Transition

Businesses enabling or benefiting from the transition to renewable energy and decarbonization of transportation. 

Critical Infrastructure

Businesses maintaining, upgrading, and expanding infrastructure impacted by the energy transition as well as adjacent critical infrastructure such as electric and gas utilities, transportation, telecommunications, and water/wastewater.

Investment strategy

Investment approach

Focused on second-order investment opportunities.

Invest

We seek to invest in opportunities sourced through our deep sector experience and industry relationships, often in proprietary situations

Target

We primarily target founder-owned middle-market companies with durable demand drivers and potential for step-change growth and value creation

Focus

We focus on situations where we can drive revenue and earnings growth through investment and partnership with management

Target sectors

Investing at the intersection
of two mega-trends

We believe the energy transition and corresponding impact on North America’s aging infrastructure will require large amounts of capital, investment, technology, and services. At Neos, this belief informs our sector focus. Our core focus areas include:

Renewables

The Power Grid

Energy Efficiency

Environmental Services

Critical Infrastructure

investment criteria

Targeting high-quality businesses in the middle-market

Neos seeks to partner with founders and management teams with market-leading businesses where we can collectively drive exceptional growth and value creation.

Companies headquartered
in North America

Profitable businesses with strong free cash flow generation

Market leaders in growing sectors

Founder or family-owned companies

Our team

Meet the Neos team

Our founding partners are degreed engineers and seasoned investor-operators. Our broader team brings diverse experience in platform creation, business operations, M&A,
and credit.

Get to know us

Get in touch