Critical-resource infrastructure across minerals, energy, and water

Critical Infrastructure. Strategic Acquisition.

Advancing the infrastructure behind America's critical resources.

Special Project Delivery is an integrated platform for developing, acquiring, and operating critical-resource infrastructure across critical minerals, energy systems, and Western U.S. water resilience. The platform addresses supply chain vulnerabilities and national resilience priorities through both project delivery and an active acquisition pipeline.

National Security & Domestic Supply

Critical Minerals

Resource-recovery and processing infrastructure tied to the minerals on the DOE and DoD priority lists, including an active geothermal asset with direct lithium extraction. SPD develops and acquires assets that address global supply chain restrictions and strengthen the domestic stockpile of materials critical to defense, energy, and advanced industry.

Resilient Power for Data Centers & Advanced Industry

Energy Infrastructure

Resilient baseload and renewable energy infrastructure built to serve the load growth driven by data centers and advanced industry. SPD develops and acquires energy assets where grid flexibility, clean generation, and resource-linked supply must move together.

Western U.S. Infrastructure

Water Resilience

Public-utility infrastructure across desalination, groundwater banking, conveyance, and long-horizon water reliability, developed and managed for the Western U.S. communities and economies that depend on it.

Platform & Pipeline

An integrated platform building an active pipeline.

SPD is built as a platform across development, acquisition, and operations. The company is in active acquisition mode for accretive opportunities in critical minerals and energy, with a pipeline at various stages of term sheet negotiation.

The portfolio is prioritized around assets that strengthen domestic supply chains and address restrictions imposed by non-friendly nation states, aligned with national stockpile and resilience priorities like Project Vault.

A deep M&A background across the management team supports diligence, structuring, and execution across the portfolio.About SPD

Project Delivery

Complex infrastructure requires integrated execution.

SPD works at the intersection of project origination, acquisition, regulatory strategy, public-private partnership structuring, capital coordination, and development management.

From earliest origination through long-horizon oversight, SPD is built for situations where technical, permitting, public-agency, financing, and M&A considerations need to move together.

View capabilities
Industrial minerals mining infrastructure

Built To Coordinate

Different assets. Different stakeholders. Same need: execution.

SPD helps align the legal, regulatory, public-sector, technical, capital, and transaction requirements that shape complex infrastructure.

How SPD works
Public agenciesPolicy alignment, public ownership, and long-term needs.
Capital partnersFinanceable architecture and counterparty coordination.
Technical teamsDevelopment pathways grounded in real project constraints.
Regulatory counselPermitting, entitlement, and environmental review strategy.
Sellers & Acquisition CounterpartiesTerm-sheet negotiation, diligence, and accretive transaction structuring.

Explore The Work

Capabilities across the infrastructure lifecycle.

01

Project Origination And Structuring

Identifying infrastructure needs and shaping early project architecture around technical, regulatory, public-sector, and capital requirements.

02

Acquisitions And M&A Execution

Sourcing, evaluating, structuring, and closing accretive transactions in critical minerals and energy. Backed by deep M&A experience across the management team and an active pipeline at various stages of term sheet negotiation.

03

Regulatory And Environmental Strategy

Coordinating the permitting, entitlement, and environmental-review pathways that complex infrastructure assets require.

04

Public-Private Partnership Development

Aligning public-agency objectives, private-sector execution, and long-term asset requirements into financeable delivery models.

05

Capital And Counterparty Coordination

Supporting the relationships and documentation needed to bring capital partners, technical teams, public stakeholders, and acquisition counterparties together.

06

Long-Horizon Asset Oversight

Maintaining development discipline from early structuring through execution planning and long-term management, including post-close integration of acquired assets where applicable.

Inquiries

For infrastructure development, acquisition, and project-delivery inquiries, contact SPD.

Contact SPD