Commercial Advisory — Energy & Infrastructure
Commercial Strategy
Market Intelligence
M&A & Due Diligence
Insights that move the needle.

KJ Strategy helps investors, developers and industrial companies make, structure and execute commercial decisions across energy, renewables and infrastructure.

0Years of experience in energy & infrastructure
0Mandates delivered
CROSS-BORDERExperience across Europe, EMEA & APAC
Market IntelligenceM&A AdvisoryBuy-Side MandatesSell-Side MandatesDue DiligenceOffshore WindBESSCommercial StrategyTarget IdentificationPoland & CEE Market IntelligenceM&A AdvisoryBuy-Side MandatesSell-Side MandatesDue DiligenceOffshore WindBESSCommercial StrategyTarget IdentificationPoland & CEE
What We Do

Our Services

Shaping decisions at every step.

We work across strategy, transactions and execution — in energy, renewables and infrastructure.

Four core advisory lines — focused, hands-on, and execution-driven.

Entry · Investment decisions
Market Intelligence & Mapping

Landscape analysis, competitor mapping, and regulatory reviews that support entry, investment, and strategic planning decisions.

Buy-side · Sell-side mandates
M&A Advisory & Transactions

Buy-side and sell-side mandates across energy and industrials. Target identification, commercial due diligence, negotiation, and close.

Go-to-market · Commercial positioning
Commercial Strategy

Go-to-market strategy, pricing models, market positioning, and client acquisition frameworks. Built to be executed, not filed.

Commercial DD · Bid strategy
Due Diligence & Bid Support

Commercial DD, investment appraisals, bid strategy reports, and stakeholder navigation across complex procurement environments.

Who We Work With

Built for
decision-makers.

For clients making capital, market-entry and transaction decisions across energy and infrastructure.

Across 50+ mandates in energy and infrastructure.

01 Capital
Investors & Funds

Due diligence, origination, portfolio intelligence and transaction support for capital deployment across energy and infrastructure.

02 Development
Developers & Asset Owners

Market entry, bid strategy, commercial structuring and stakeholder navigation from early-stage positioning through to financial close.

03 Industry
Industrial & Energy Companies

Market intelligence, competitive positioning and go-to-market strategy for companies entering, expanding or repositioning in energy markets.

04 Transactions
Corporates & Private Equity

Target identification, commercial due diligence and transaction support for acquisitions across energy and industrial sectors.

Selected Work

Where commercial
judgment mattered.

M&A Advisory — BESS
Chaoyu Group — Polish BESS Acquisition

Full acquisition cycle for a Chinese infrastructure investor entering Poland. Investment criteria, asset screening, negotiation, and close. Two assets: 9 MW & 15 MW.

Commercial Due Diligence — TIC
TIC Sector Acquisition — European NDT Business

Full investment lifecycle advisory for a corporate acquiring a European NDT business. Revenue quality, client concentration, EBITDA stress-testing, and post-acquisition integration.

Buy-Side — Offshore Wind
Offshore Wind Asset Acquisition

Buy-side origination alongside a Canadian investment partner. Operational offshore wind in North Sea & Baltic with secured revenues. Equity stakes up to 50%.

Joint Venture

Three disciplines.
One coordinated
partner.

We operate in a JV model with Lion Environmental and Ventolines — bringing commercial, environmental and technical expertise under one coordinated mandate.

Contact

Let's talk.

KJ Strategy works on a select number of mandates at any given time. If the timing and fit are right, we move quickly.

BaseChorzów, Poland | Tallinn, Estonia

We typically respond within 24–48 hours.

Services

Advisory across
the full commercial
lifecycle.

Six advisory lines. Every mandate is hands-on — from first analysis through to close.

01
Market Intelligence & Mapping

You need to understand a market before you can move in it.

What You Get

Sector and geographic landscape analysis, competitor mapping, stakeholder identification, regulatory landscape reviews, and opportunity assessments.

Typical Use Cases
  • Pre-entry market assessment for a new geography or sector
  • Competitive intelligence for a bid or negotiation
  • Investment thesis validation ahead of a transaction
  • Regulatory landscape review for CEE / Poland market
02
M&A Advisory & Transaction Support

You need to find, assess, and close a deal — or run a process to sell.

What You Get

End-to-end transaction support for buyers, sellers, and investors. We run the process or reinforce client teams at critical stages.

Typical Use Cases
  • Buy-side mandate: target identification, screening, and approach
  • Sell-side mandate: positioning, outreach, and negotiation support
  • Commercial due diligence for an acquisition in progress
  • M&A target identification report for a strategic acquirer
03
Market Entry & Expansion

You want to enter a new market or geography, but don't yet have the relationships or local knowledge.

What You Get

End-to-end entry strategy from landscape analysis through to first contract. We identify the right partners, map stakeholders, make introductions, and stay accountable through execution.

Typical Use Cases
  • European or Polish market entry for an international business
  • Expansion into a new sector within an existing geography
  • Partner or distributor identification and qualification
04
Commercial Strategy & Go-to-Market

You have a product or service and a target market. The question is how to position, price, and sell it.

What You Get

Practical commercial strategies built to be executed. Pricing models, client acquisition frameworks, channel strategy, and market positioning.

Typical Use Cases
  • Go-to-market strategy for a new product or service line
  • Pricing and margin strategy for a competitive market
  • Commercial review ahead of a fundraise or investor process
05
Due Diligence & Investment Support

You're assessing an investment. You need commercial rigour that goes beyond a checklist.

What You Get

Commercial due diligence, investment appraisals, bid strategy reports, and sector briefings — produced to lender and investor standards.

Typical Use Cases
  • Commercial DD on an acquisition target in energy or industrials
  • Investment appraisal for a development-stage project
  • Sector briefing ahead of a new investment programme
06
Bid Strategy & Stakeholder Navigation

You're competing for a contract or permit, or navigating a complex multi-party situation.

What You Get

Tender advisory, bid positioning, negotiation support, and stakeholder engagement across complex procurement processes.

Typical Use Cases
  • Bid strategy for a major offshore wind tender
  • Stakeholder engagement plan for a permitting process
  • Negotiation support for a critical commercial agreement
How We Engage
01
Define the decision

Understand what you need to decide and what information will make or break it.

02
Map the market

Landscape, competitors, stakeholders, and regulatory environment — scoped to your decision.

03
Build the commercial route

Strategy, positioning, and a clear path to close — structured for action, not filing.

04
Support execution

We stay through negotiation, close, or market entry — not just the report.

Ready to discuss a mandate?

We work on a select number of engagements at any given time.

Track Record

Selected mandates
across development,
investment and execution.

Offshore wind, BESS, TIC, oil & gas, and industrial services.

Confidential
European Union
Buy-Side Mandate — Offshore Wind
Offshore Wind Asset Acquisition

Buy-side origination mandate alongside a Canadian investment partner. North Sea & Baltic assets with secured revenues.

Confidential
Estonia
Technical Due Diligence — Wind
Estonian Wind Portfolio — TDD Review

Technical due diligence for an investor reviewing an Estonian wind development portfolio. Site maturity, layout assumptions, grid interfaces, permitting risks and development pathway assessed.

Confidential
Romania
Buy-Side Mandate — BESS
Romanian BESS Platform — Acquisition Review

Buy-side support for an investor assessing a Romanian battery storage development platform. Grid maturity, permitting status, revenue potential and execution risks assessed.

Doral Energy Group
Poland
Technical Due Diligence — Solar PV
60 MW Solar TDD

Technical due diligence for a 60 MW solar PV project. Covered technical project review, development status, grid connection assumptions, permitting position and key risks relevant to acquisition and investment decision-making.

Jinko Power
Poland
Buy-Side TDD — Solar PV
Polish PV Asset Reviews

Buy-side technical due diligence for multiple Polish PV assets. Covered project maturity, technical assumptions, grid connection status, permitting position and investment-critical development risks.

Confidential
South Africa
Technical Due Diligence — PV
South African PV Portfolio — TDD Review

Technical due diligence for a fund reviewing utility-scale PV assets in South Africa. Yield assumptions, site constraints, grid connection status, permitting position and construction readiness reviewed. Cooperation with a local partner.

Chaoyu Group
Poland
M&A Advisory — BESS
Chaoyu Group — Polish BESS Acquisition

Full acquisition cycle for a Chinese infrastructure investor entering the Polish BESS market. Two assets: 9 MW & 15 MW.

Confidential
European Union
Commercial Due Diligence — TIC
TIC Sector Acquisition — European NDT Business

Full investment lifecycle advisory for a corporate acquiring a European NDT business. Commercial DD, revenue quality, EBITDA stress-testing.

Linea Ignis
Poland
Commercial Advisory — BESS
Linea Ignis — Strategic Growth

Ongoing commercial advisory for a fast-growing BESS integrator (1.8+ GWh portfolio, Poland and the Baltic region).

Baltex
Poland
Offshore Wind Developer — Sell-Side
Baltex — OWF Advisory

Assessed legal status of Polish offshore projects, identified potential investors, led negotiations with prospective buyers.

Applus+
Poland
Market Entry — TIC
Applus+ — Poland Market Entry

Developed and executed a market entry strategy for Applus+ Energy & Industry into the Polish market.

Confidential
Poland
Target Identification — Dairy M&A
European Food Group — Polish Acquisition Targets

M&A target identification across four Polish regions for a major European food group.

GP Baltic
Poland
EPC Tendering — Offshore Wind
Grupa Przemysłowa Baltic — RWE Tender

Led GPB's internal team on bid strategy for substation delivery to RWE's OWF project in Poland's Baltic EEZ.

Kuiper Group
European Union
Market Intelligence — Energy Resourcing
Kuiper Group — European OW Expansion

Market intelligence mandate identifying opportunities, partners, and clients within the European offshore wind sector.

Jinko Power
Poland
Market Intelligence — Solar & Grid
Poland Market Entry Support

Market intelligence support during Jinko Solar's entry into Poland. Covered the Polish grid connection environment, cable pooling structures, co-location opportunities and development constraints affecting PV and hybrid project delivery.

Confidential
Poland
Commercial Due Diligence — BESS
Polish BESS Portfolio — Buy-Side Support

Buy-side commercial review for an investor assessing a multi-asset battery storage pipeline in Poland. Capacity market position, grid status, revenue logic and execution risks reviewed.

MN Projects
Poland
Financing & Expansion Strategy — Steel Fabrication
Industrial Capacity Expansion Advisory

Advisory support for a steel fabrication company expanding its production infrastructure. Led the financing route assessment for state-backed funding, supported the investment case, and helped shape the company's broader expansion strategy.

Confidential
Poland
Sell-Side Support — Renewables
Onshore Wind Developer — Sell-Side Preparation

Sell-side advisory for a renewable energy developer preparing selected Polish onshore wind assets for investor discussions. Commercial positioning, buyer mapping and data room readiness supported.

Confidential
Poland
Target Identification — Grid & Infrastructure
Infrastructure Investor — Polish Grid Services Mapping

Target identification across grid infrastructure, electrical balance-of-plant and specialist contractors. Focused on acquisition relevance, ownership structure, capability depth and strategic fit.

Confidential
Poland
Commercial Strategy — Offshore Wind
Industrial Contractor — Offshore Wind Positioning

Commercial strategy for a Polish industrial contractor seeking a stronger role in offshore wind supply chains. Addressable packages, buyer access and partnership options defined.

ETP Group
Poland
Commercial Strategy — Technical Manpower
ETP Group — Growth & Service Line Expansion

Commercial advisory for a technical manpower and services provider. Supported growth strategy, new market identification, service line development and commercial audit of the company's operating model.

Lords LB Asset Management
Latvia
Technical Due Diligence — Wind
25 MW Wind TDD

Technical due diligence for a 25 MW wind project in Latvia. Covered project maturity, site and layout assumptions, grid connection position, permitting status and key technical risks relevant to investment review.

DEME Group
Poland
Market Intelligence — Environmental
DEME — Polish Market Opportunity Review

Market intelligence support for DEME's environmental business, assessing selected commercial opportunities in Poland.

Alliance

Three disciplines.
One coordinated
partner.

Most projects engage environmental, engineering and commercial advisors separately — with each workstream in its own silo.

3Integrated advisory disciplines
1Coordinated delivery model
Full lifecycleFrom feasibility to operations
10+Markets with active experience
Why It Matters

We think like
developers. Not
consultants.

Lion Environmental secures the environmental permit — but KJ Strategy contributes commercial input throughout, ensuring the permit becomes a tool to grow the project. Ventolines simultaneously stress-tests the layout against both permit scope and grid economics.
01
Lifecycle Value Over Milestones

Decisions made at every stage with full awareness of what comes next — from first feasibility to exit or repowering.

02
Interfaces Are Where Value Is Lost

Our three disciplines operate in constant coordination, eliminating the handover gaps that sink projects and transactions.

03
Bankability Built In

ESG, IFC, and lender requirements are embedded from day one — not discovered during due diligence.

04
Local Knowledge, International Standards

Deep Polish and CEE market roots combined with global project delivery standards.

Our Partners

Three firms.
One unified offering.

Commercial & Strategic Advisory
KJ Strategy
Chorzów, Poland

Market intelligence, M&A advisory, commercial strategy, bid strategy, investment appraisal, and transaction execution.

  • Market intelligence & mapping
  • M&A target identification & transactions
  • Buy- and sell-side mandates
  • Commercial due diligence
  • Go-to-market strategy
  • Bid strategy & tender advisory
Environmental & Social Advisory
Lion Environmental
Active since 2016 — Poland, Europe & Africa

EIA preparation, IFC/Equator Principles compliance, biodiversity and social impact assessments, and ESG advisory.

  • EIA & ESIA
  • IFC / Equator Principles
  • Permitting & consent
  • ESG advisory
Engineering & Technical Advisory
Ventolines
1.5 GW+ under active asset management

Wind resource assessment, layout optimisation, owner's engineering, construction supervision, and technical due diligence.

  • Owner's engineering
  • Technical due diligence
  • Construction supervision
  • Asset management
Full Lifecycle

All three workstreams.
Continuous coordination.

Feasibility
Market intelSite screeningResource assessment
Development
M&A advisoryEIA & permittingLayout optimisation
Financing
Commercial structuringIFC / EquatorOwner's engineering
Construction
Lender advisoryESG monitoringConstruction supervision
Operations
Performance benchmarkingStakeholder mgmtAsset management
Exit / Repower
Exit structuringDecommissioningRepowering strategy

KJ Strategy    Lion Environmental    Ventolines