National Security & Domestic Supply

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.
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 SPDProject 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
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 worksExplore The Work
Capabilities across the infrastructure lifecycle.
Project Origination And Structuring
Identifying infrastructure needs and shaping early project architecture around technical, regulatory, public-sector, and capital requirements.
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.
Regulatory And Environmental Strategy
Coordinating the permitting, entitlement, and environmental-review pathways that complex infrastructure assets require.
Public-Private Partnership Development
Aligning public-agency objectives, private-sector execution, and long-term asset requirements into financeable delivery models.
Capital And Counterparty Coordination
Supporting the relationships and documentation needed to bring capital partners, technical teams, public stakeholders, and acquisition counterparties together.
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.
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