About Us

About Us

Vortex Energy Overview


Vortex Energy has made a global name for itself, after it was able to amass 822MWs of diversified assets in Europe and the UK. Vortex Energy is sponsored, seeded and managed by Beaufort Investments (a subsidiary of EFG Hermes). Typically, Beaufort invites reputable investors to invest up to 95% of the required amount into each investment SPV created by the Vortex team.
Vortex Energy’s strategy is focused on targeting a mixture of 1) stable long-term contracted assets which generate cash for distributions and a steady yield, and 2) growth assets that increase in value over time.
Operational and financial excellence underpin this strategy and is achieved in-house or via a series of partnerships with best-in-class operators and developers. Vortex has partnered with EDPR and Lightsource BP on various assets, and continues to have an open discussion with global players in the sector.
Our target investor base includes reputable institutional investors, sovereign wealth funds and strategics from Asia, Middle East, Europe and North America.
Three large-scale investments, three financings and two divestments have been completed, while achieving superior returns to the Vortex Energy investors.

Vortex Track Record

Vortex Track Record

 

Vortex I


Acquired a 49% stake in 334MW wind portfolio in France from EDP Renewables


EUR 170,000,000
December 2014
 
 

Vortex II


Acquired a 49% stake in a 664MW pan-European wind portfolio from EDP Renewables


EUR 550,000,000
June 2016
 
 

Vortex III


Acquired a 100% Stake in a 365MW Solar PV Portfolio in the UK from Terraform Power


GBP 470,000,000
March 2017
 
 

Vortex III Refinancing


Refinanced a 365MW solar portfolio from a consortium of 10 leading banks


GBP 337,000,000
June 2017
 
 

Vortex I&II
Sale


Divested a 49% stake in a 998MW
pan European wind portfolio
to J.P.Morgan Asset Management


Undisclosed
March 2019
 

Key Business Model Pillars


Deal Sourcing and Screening
• >100 deals sourced
• Ongoing screening of transactions
• Global outreach through relationships with advisors, developers, operators, utility provides and IPPs
Deal Structuring and Completion
• >EUR 500mn equity raised & invested
• Experience in conducting due diligence, transaction negotiation & structuring
• A growing investor base
Asset and Portfolio Management
• On the ground asset management team
• Negotiated PPA & supervised O&M activities
• Overlooking 3 portfolios – including a 100% owned portfolio
Debt Financing
• Raised, secured and refinanced EUR 1.2 billion of debt
• Refinancing over subscribed c.2x
• >10 leading European banks lending Vortex managed portfolios
Full Cycle Investment
• Completed a full investment cycle in two pan-European portfolios acquired in 2015-2016
• Active asset management with operator
• Divestment of the portfolios in 2019
Asset Integration
• Consolidated a pan-European portfolio of 457 MW
• Value enhancement at exit and during the investment period achieved through smoothly combining a sizable and diversified portfolio