Institutional Focus Power Sustainable targets institutional investors seeking climate-aligned alternatives. With CAD 3.9B AUM and backing from Power Corporation of Canada, the firm can structure large, scalable mandates. Sales opportunities include pension funds, insurers, and other large asset owners seeking infrastructure debt and decarbonization strategies; consider proposing co-investment programs, bespoke credit facilities, and blended equity/debt solutions.

Infrastructure Growth Growth through infrastructure debt and decarbonization investments is evident from recent financings: a $1B infrastructure credit facility for Power Sustainable Lios Inc., a $330M raise for a new Decarbonization Private Equity strategy, CAD 85M term loan to Canadian Fiber Optics Corporation, and investments in EDF Renewables North America solar and storage projects. Opportunities: position as a scalable lender or investor for green assets, and partner with insurers, pension funds, and asset managers seeking transition finance and diversified risk.

Decarbonization Strategy Decarbonization is central to product strategy. The upcoming Decarbonization Private Equity strategy signals demand for equity-focused capital alongside debt. Opportunities: target PE allocators and corporate treasuries seeking climate-aligned growth, and offer blended capital solutions across mezzanine, debt, and equity with ESG performance metrics.

Geographic Expansion North American expansion and cross-border potential. Leadership changes in 2024 and regional focus position Power Sustainable for broader market access. Through Power Corporation’s international footprint in North America, Europe, and Asia, there are opportunities to pursue multinational clients and cross-border financings for clean tech and infrastructure deals.

Strategic Partnerships Strategic partnerships and network leverage. The Great-West Lifeco minority stake demonstrates appetite for alliances with institutional buyers. Opportunities: tap pension fund ecosystems and insurer networks to accelerate deal flow, co-investment opportunities, and advisory services for climate transition investments and sustainable infrastructure portfolios.