Origination & Strategic Sourcing for Institutional Capital

ARX Strategy acts as a Strategic Operations Partner to funds, PE, and family offices, originating off-market opportunities and driving them to “paperable” stage through proprietary sourcing and qualification.

ABOUT

Built for speed, access, and conversion

ARX Strategy specializes in moving opportunities from “interesting” to executable. We originate, qualify, and shape opportunities into an IC-ready path, then hand off to your legal/finance team for documentation.

We identify the Fulcrum Security and operational blockers early to ensure deal survival. We focus where capital deployment is bottlenecked: securing operators, critical equipment, and compressed timelines.

We operate through clear mandates and decisive commercial execution. We provide unconflicted advisory focused 100% on the success of the specific client portfolio and their desired strategic outcome.

SERVICES

What ARX Strategy delivers

Off-Market Origination

  • Proprietary opportunity sourcing and senior-level access
  • Rapid filtering against mandate and execution reality

Strategic Sourcing (Operators, EPC/O&M, Critical Equipment)

  • Operator/EPC/O&M partner sourcing and alignment
  • Supply-chain bottleneck resolution to unlock execution

Qualification & De-Risking

  • Identification of Fulcrum Blockers, execution paths, and key risks
  • Practical "what will kill this deal" assessment early in the cycle

Commercial Framing & Heads of Terms Support

  • Support negotiation to a "paperable" commercial position
  • Clear handoff package for counsel and Investment Committees
FOCUS

Three verticals - tight and intentional

Resource & Transition

  • Mining and critical resources with a credible path to production
  • Strategic materials and transition-relevant assets

Critical Infrastructure

  • Energy and power infrastructure (time-to-power focus)
  • Data center enablement (power stack and delivery constraints)

Decarbonization & Industrial Technology

  • Deployable decarb technologies with clear industrial use cases
  • Advanced materials and performance-driven emissions outcomes
CASE STUDIES

Examples of strategic outcomes (anonymized)

Supply Chain

Time-Critical Sourcing Under Supply Constraint

Situation

Critical equipment constrained; timeline threatened.

Action

OEM outreach + allocation strategy + operator alignment.

Outcome

Supply secured and delivery path restored.

Deal Execution

Opportunity Converted to "Paperable"

Situation

High-value opportunity lacked decision clarity and execution structure.

Action

Stakeholder alignment + execution path + heads-of-terms framing.

Outcome

Moved into formal process with clear next steps for counsel/IC.

Infrastructure

Execution Partner Secured for Large-Scale Infrastructure

Situation

Capital available; execution partner missing.

Action

Operator identification + validation + alignment on delivery timeline.

Outcome

End-to-end path established for internal approval and papering.

CONTACT

Put an opportunity on the table

Share your mandate and constraints (sector, ticket size, geographies, exclusions). We'll respond with a short plan: what we can originate, timelines, and how we structure the mandate.

contact@arxgroup.co.uk