Sustainable Technologies Capital, LP TBLI Presentation November, 2006
Topics <ul><li>Sustainable Technologies Capital </li></ul><ul><li>Sector Focus and growth </li></ul><ul><li>Why Now?  </li...
Introduction <ul><li>Sustainable Technologies Capital , LP, working together with Sustainable Technology Partners AB, an e...
Andre Heinz, Investment Director  <ul><li>Founder of Sustainable Technologies Capital LP </li></ul><ul><li>Co-founder of T...
Investment focus <ul><li>Renewable energy generation </li></ul><ul><li>Energy efficiency </li></ul><ul><li>Energy transmis...
Growing investment category <ul><li>In the US, Cleantech has become the  third largest  venture investment category. </li>...
Sign of the times May 2006 July 2006 May 2006 September  2006 July 2006 August 2006
Why now? <ul><li>Higher energy prices </li></ul><ul><li>Resource security </li></ul><ul><li>Global Climate Change </li></u...
Source: NREL Energy Analysis Office (www.nrel.gov/analysis/docs/cost_curves_2005.ppt) 1 These graphs are reflections of hi...
Strong growth in renewable energy Source: World Watch Institute, 2006
US compared to Europe <ul><li>More activity in the US (More funds, larger funds, more deals e t c) </li></ul><ul><li>Signs...
Why Nordic countries? Country rankings according to the 2005 Environmental Sustainability Index (ESI) and OECD <ul><li>Wor...
Company Database <ul><li>An estimated 1000-1200 Cleantech companies in Nordic countries </li></ul><ul><li>Certain Cleantec...
Investment approach <ul><li>Sustainability Analysis </li></ul><ul><ul><li>Thermodynamics </li></ul></ul><ul><ul><li>System...
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Talk by Andre Heinz

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Andre Heinz, Member General Partner - Sustainable Technology Capital - USA

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Talk by Andre Heinz

  1. 1. Sustainable Technologies Capital, LP TBLI Presentation November, 2006
  2. 2. Topics <ul><li>Sustainable Technologies Capital </li></ul><ul><li>Sector Focus and growth </li></ul><ul><li>Why Now? </li></ul><ul><li>US compared to Europe </li></ul><ul><li>Applying a Sustainability Perspective </li></ul>
  3. 3. Introduction <ul><li>Sustainable Technologies Capital , LP, working together with Sustainable Technology Partners AB, an early stage private equity manager. </li></ul><ul><li>We seek investment opportunities in what we call “Sustainable Technologies”, also referred to as “Clean Technologies” or “Cleantech”. </li></ul><ul><li>We look for small and medium sized growth companies (€ 0-30 million in sales) in Europe with a special focus on the Nordic countries. </li></ul>
  4. 4. Andre Heinz, Investment Director <ul><li>Founder of Sustainable Technologies Capital LP </li></ul><ul><li>Co-founder of The Natural Step International and Director of International Affairs </li></ul><ul><li>Researcher and analyst to Paul Hawken on the book “Natural Capitalism” </li></ul><ul><li>Researcher and analyst to green architect Bill McDonough </li></ul><ul><li>Board and Finance Committee member on Vira I. Heinz Endowment, a 450 MUSD foundation </li></ul><ul><li>Masters in Environmental Management, Yale University </li></ul>
  5. 5. Investment focus <ul><li>Renewable energy generation </li></ul><ul><li>Energy efficiency </li></ul><ul><li>Energy transmission </li></ul><ul><li>Energy storage </li></ul><ul><li>Bio fuels </li></ul><ul><li>Sustainable materials and chemicals </li></ul><ul><li>Recycling and waste management </li></ul><ul><li>Water, soil and air purification </li></ul>
  6. 6. Growing investment category <ul><li>In the US, Cleantech has become the third largest venture investment category. </li></ul><ul><li>A record $ 843 million was invested in Q2 2006, a 129% increase from Q2 2005. </li></ul><ul><li>$ 594 million was invested in energy related investments. </li></ul><ul><li>During Q1-Q3 $ 1,4 billion has been invested in Cleantech, up 99% from 2005. </li></ul>
  7. 7. Sign of the times May 2006 July 2006 May 2006 September 2006 July 2006 August 2006
  8. 8. Why now? <ul><li>Higher energy prices </li></ul><ul><li>Resource security </li></ul><ul><li>Global Climate Change </li></ul><ul><li>Rapidly Developing Countries </li></ul><ul><li>Technological improvements </li></ul>
  9. 9. Source: NREL Energy Analysis Office (www.nrel.gov/analysis/docs/cost_curves_2005.ppt) 1 These graphs are reflections of historical cost trends NOT precise annual historical data. DRAFT November 2005 Renewable Energy Cost Trends
  10. 10. Strong growth in renewable energy Source: World Watch Institute, 2006
  11. 11. US compared to Europe <ul><li>More activity in the US (More funds, larger funds, more deals e t c) </li></ul><ul><li>Signs of over allocation in the US </li></ul><ul><li>An increasing activity in both East Asia and Europe </li></ul><ul><li>Energy by far the largest sector in both US and Europe </li></ul><ul><li>Still relatively little activity in Nordic countries </li></ul><ul><li>Nordic countries are however seen as a future “hot” spot in Cleantech </li></ul>
  12. 12. Why Nordic countries? Country rankings according to the 2005 Environmental Sustainability Index (ESI) and OECD <ul><li>World leaders in many Cleantech technology fields: </li></ul><ul><ul><li>Wind, solar and wave </li></ul></ul><ul><ul><li>Bio fuels </li></ul></ul><ul><ul><li>Geothermal </li></ul></ul><ul><ul><li>Recycling </li></ul></ul><ul><ul><li>Purification </li></ul></ul><ul><ul><li>Energy efficiency </li></ul></ul><ul><ul><li>District heating/cooling </li></ul></ul><ul><li>Long consistency in political </li></ul><ul><li>initiatives to support growth </li></ul><ul><li>The 4 most active acquirers </li></ul><ul><li>of Cleantech companies worldwide </li></ul><ul><li>are German and Swedish (ABB, </li></ul><ul><li>Danaher, Siemens and Schneider) </li></ul><ul><li>Large pool of small- and medium sized cleantech companies </li></ul>
  13. 13. Company Database <ul><li>An estimated 1000-1200 Cleantech companies in Nordic countries </li></ul><ul><li>Certain Cleantech Clusters are being formed in university cities such as Gothenburg, Lund and Uppsala </li></ul><ul><li>Intense activity in geothermal, energy efficiency and bio fuels </li></ul>
  14. 14. Investment approach <ul><li>Sustainability Analysis </li></ul><ul><ul><li>Thermodynamics </li></ul></ul><ul><ul><li>System conditions </li></ul></ul><ul><ul><li>Back Casting perspective </li></ul></ul><ul><ul><li>Resource scarcity and toxicity </li></ul></ul><ul><li>Invest in Nordic region – Grow in the US and China </li></ul>
  15. 15. Thank You !

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