CVIA

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Long-term energy investing

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CVIA is a fundamentally driven investment and advisory business.

We focus on assets and businesses that contribute to the long-term industrial energy infrastructure needs of North America.

How we invest

CVIA applies a long-term cash flow and carbon model to each energy infrastructure investment. Our coverage universe includes 100+ public companies in North America and Globally. Our Investment Business today primarily serves Family Offices and Institutional Investors.

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Enterprise Digitalization

Manufacturing companies are undergoing an end-to-end digital transformation enabled by cloud migration, 5G connectivity, and edge computing

Atomation & Robotics

Innovation in robotics and automation is driving manufacturing costs lower, increasing adoption and new applications

Artificial Intelligence (AI)

AI and deep learning are finding significant industrial applications from predictive maintenance to machine vision

Environmental Focus and Decarbonization

ESG focus is driving accelerated change in many industrial supply chains

Photonics and Additive Manufacturing

Photonics applications have the potential to revolutionize manufacturing processes creating meaningful operational benefits

Space Exploration

Lower launch cost and new availability of off-the-shelf hardware technology are transforming a bureaucratic, government-run end market

Coal-to-X

ESG focus is driving accelerated change in many industrial supply chains

Small Cap Public Ventures (SPACs)

Photonics applications have the potential to revolutionize manufacturing processes creating meaningful operational benefits

Sum-of-the-Parts Discount

Lower launch cost and new availability of off-the-shelf hardware technology are transforming a bureaucratic, government-run end market

Coal-to-X

Small Cap Public Ventures (SPACs)

Sum-of-the-Parts Discount

Investment Themes

Coal is both an essential component of the U.S. energy grid and represents significant opportunity to decarbonize economically and create value.

Coal-to-X

During 2021-22 a wave of energy transition SPACs became public. Today, there are companies at a discount with real assets and undervalued critical infrastructure.

Small Cap Energy Transition (e.g., SPACs) ​

The energy transition in private markets is more advanced today than Public markets. This results in significant opportunities in undervalued assets and businesses.

Sum of the Parts Discount

“The energy transition in private markets is more advanced today than public markets. This results in significant opportunities in undervalued assets and businesses.”

1. Coal-to-X
Coal is both an essential component of the U.S. energy grid and significant opportunity to decarbonize economically. We track emissions of all utilities in North America and engage companies with a targeted approach to transition from coal-based energy to clean, renewable energy sources such as wind, solar, and nuclear power while lowering customer costs and increasingly value. T

2. Small Cap Public Ventures (SPACs)
During 2021-22 a wave of SPACs related to energy transition were imbued with capital and SG&A to grow their businesses. Today they are at a discount. We target companies with real assets and undervalued infrastructure in sub-sectors that are critical to the energy transition with downside protection and capable management teams.

3. Sum-of-the-parts Discount
With an abundance of private equity capital pursuing energy transition deployment, we seek to reflect on public markets the opportunities that exist in private markets. We analyze companies for undervalued components to their business that don’t yet reflect the potential value or opportunity in energy transition