Sectors
Twenty-one sectors under coverage
Grouped by the kind of question they raise, because an infrastructure concession and a growth equity round are not assessed the same way.
Infrastructure
05
-
Energy & power
Grid expansion, renewables, gas-to-power and off-grid solutions across the continent’s fastest-growing demand curve.
-
Infrastructure & logistics
Ports, rail, toll roads and the corridors linking landlocked economies to global trade.
-
Real estate & urban development
Housing, commercial and mixed-use, in the fastest urbanisation any region has recorded.
-
Aviation & maritime
Airlines, shipping and port operations, the physical layer under the continental trade agenda.
-
Water, sanitation & environment
Utilities and environmental infrastructure, almost always with a public counterparty and therefore a concession question.
Financial
03
-
Banking & financial services
Corporate, retail and development finance, across markets whose capital depth varies more than any other sector on this list.
-
Fintech & digital payments
Payment rails, credit and digital wallets, in the region that processes two thirds of the world’s mobile money value.
-
Insurance & reinsurance
Underwriting and risk pooling in markets where penetration remains among the lowest globally.
Real economy
05
-
Agribusiness & agro-processing
Value chains from farm to export terminal, where processing capacity sits well behind raw output.
-
Healthcare & life sciences
Care delivery, diagnostics and distribution, where the supply chain is usually the constraint rather than demand.
-
Pharmaceuticals & manufacturing
Local production and supply chains, in a market that imports the overwhelming majority of what it consumes.
-
Manufacturing & industry
Import substitution and export-grade production, from agro-processing to light assembly.
-
Industrial & business services
The services layer that industrial and infrastructure assets depend on, and which is usually fragmented enough to consolidate.
Consumer
04
-
Tourism & hospitality
Hotels, resorts and travel infrastructure, a sector where currency movement works in the investor’s favour on cost and against it on repatriation.
-
Retail & consumer goods
FMCG, e-commerce and distribution, into a median age of 19.5 and a consumer base still forming.
-
Education
Institutions, training and edtech, sized against a workforce entering the labour market faster than anywhere else.
-
Creative economy & media
Film, music, publishing and entertainment, the sector with the strongest export position and the weakest capital infrastructure.
Enquiries
Start with the specifics
Tell us the mandate, the stage and the timing. If we are not the right desk for it, we will say so and point you at who is.
