David C. Lee

Energy & Infrastructure Investment

About

Professional Summary

Energy and infrastructure investment professional with six years of experience in origination and execution across both private equity and debt transactions. Extensive exposure across the investment lifecycle – valuation modelling, due diligence, legal and financial structuring, term sheet and documentation negotiation/execution – and to a diverse array of sectors (renewables, transport, digital) and EMEA geographies. Proven track record in driving value creation at asset level by influencing corporate strategy and business plan formation, optimizing capital structures, and leading internal valuation workstreams.

Career

Employment History

Columbia Threadneedle February 2022 – Present
Investment Manager, European Sustainable Infrastructure Fund
London, UK

Selected Transactions

Oakmont — 100 MW Windfarm Portfolio, Sweden (4 Assets, Closed)

Acquisition

  • Supported deal structuring analysis to determine ideal acquisition capital structure
  • Negotiated Share Purchase Agreement (SPA) and transaction structure, ensuring alignment with regulatory requirements and investment objectives

Refinancing

  • Led refi process without an advisor, including DD coordination, commercial negotiation, and term sheet finalization, resulting in a successful debt raise
  • Drove the formulation of a bankable PPA strategy
  • Built debt sizing and financial close model
  • Drafted teaser, IM, and other marketing materials, as well as IC paper
Lefdal Mine Datacenter — 200MW Colocation Data Center, Norway

Refinancing

  • Led bilateral negotiations with prospective lender pool encompassing capital structure and Term Sheet finalization, resulting in a raise of EUR 100m providing necessary growth capital to deliver on the investment case
  • Coordinated the development of the due diligence package (commercial, legal, finance) underpinning the transaction
  • Supervised the financial model build process

Asset Management

  • Helped drive a 6x uplift in company valuation post-acquisition by spearheading a comprehensive business plan revision and providing oversight of implementation in tandem with management
  • Continually assessing the suitability of powered land greenfield opportunities to facilitate further capacity expansion
  • Influenced executive team selection and recruitment, in addition to designing long-term incentive arrangements
Storrun Vindkraft — 30 MW Windfarm, Sweden (Disposal)
  • Prepared and presented investment memoranda to the IC and completed modelling and returns analysis in preparation for disposal
  • Coordinated the various advisory workstreams, financial model build, and the preparation of the due diligence package
  • Helped formulate go-to-market strategy and influenced the composition of the prospective lender universe
DZ Bank January 2019 – February 2022
Project Finance Associate, EMEA
London, UK

Selected Deals

St. Nazaire Offshore Wind — France | EUR 2bn | 480 MW
Jazan IGCC — Saudi Arabia | EUR 12bn | Integrated Gasification Combined Cycle Power Plant
Neart na Gaoithe Offshore Wind — UK | EUR 2.1bn | 450 MW
Fitch Group July 2016 – December 2018
Energy & Infrastructure Analyst, EMEA
London, UK

Academic

Education

ESCP Europe
MSc in Energy Finance — Merit
2014 – 2016  ·  London & Paris
University of California, Santa Barbara
Bachelor of International Relations
Santa Barbara, USA

Credentials

Additional Qualifications

Expertise

Key Skills

Acquisition Finance Acquisitions Asset Management Direct Investment Disposals Due Diligence Energy Equity Execution Financial Modelling Financial Services Financing Infrastructure Investment Analysis LBO Modelling Negotiation Networking Origination Portfolio Management Private Markets Refinancing Renewables Restructuring Risk Management Structuring Transportation Valuations

Financial Modelling

Excel Models

A selection of financial models built across infrastructure and natural resource sectors, demonstrating full-cycle valuation expertise — from greenfield project finance to acquisition structuring. Click any card to download.