Data Vantage

Business case for Multilateral Development Agency for investing in listed infrastructure equity / platforms

Context
  • The client, a Multilateral Development Agency (MDA), is a large investor in unlisted infrastructure development companies or platforms for fostering sustainable infrastructure and achieving target development outcomes in various large and emerging economies
  • With many of its investee organizations seeking to raise funds through Initial Public Offers (IPOs) through listing on target stock exchanges, the MDA was keen to have the option of continuing to hold a stake in the listed entity
  • Datavantage Advisory was engaged to develop the business case for investing in / continuing to hold investments in listed infrastructure companies as well as platforms
Value delivered
  • Assessment of listed infrastructure companies as well as platforms like InvIT, ReIT on key stock exchanges in terms of market capitalization, assets under management, sectors of operation or downstream investment
  • Benchmarking other bilateral or multilateral development agencies (MDAs) strategy for investments in listed infrastructure equity as well as platforms
  • Preparation of detailed strategic business case comprising rationale & objectives for making such investments, focus sectors & countries, target stock exchanges, key investment features, underlying risks & proposed mitigation measures including monitoring mechanisms as well as timing of exit.