2-6 Week Sprint
Client: Tech-Focussed Real Estate Investment Trust
Real Estate deal team requested geopolitical diligence for a data centre investment in South Africa to address political and regulatory risks, especially prospects of ‘expropriation without compensation’.
- Defined scope of work and assessed deal sensitivities
- Preparatory briefing to bring deal team ‘up to speed’
- Expert roundtable with political, regulatory and legal input
- Investment Committee paper
Outcome: Client lowered its planned bid to reflect the ‘geopolitical risk premium’ associated with the acquisition, primarily due to concerns about long-term trends (and thus exit multiples).
We have foregone direct engagement with in-market stakeholders; Gatehouse has shown us that the power of conversation is hugely underestimated in geopolitics.