Cap10 Partners LLP’s Post

GoldenPeaks Capital Expands Portfolio With The Acquisition Of 400 MW Ready-To-Build Assets From December To January GoldenPeaks Capital, a leading independent green energy producer in Europe, has strengthened its presence in Poland’s solar energy sector by acquiring 400 MW of ready-to-build (RTB) solar assets between December 2024 and January 2025. Known for its rapid growth and extensive portfolio, GoldenPeaks Capital is a significant player in renewable energy, with a strong footprint in Poland and Hungary. Adriano Agosti, Founder and President of GoldenPeaks Capital, stated “These further acquisitions confirm our firm base of execution, with the aim of exceeding 1GW of solar projects in Poland in 2025.” The newly acquired projects include a mix of planned purchases […] Read the full story here: https://lnkd.in/dknVdZgV #solarenergy #alternativeenergy #solarpv #pvsolar #photovoltaic #cleanenergy #cleantech #climatechange #acquisition #cleanenergy #europe #goldenpeakscapital #hungary #poland #renewableenergy #renewableenergy #solarasset #solarenergy #solarproject

Private market funds are back again buying global listed infrastructure assets with (1) ECP (Energy Capital Partners) buying renewables owner & developer Atlantica Sustainable Infrastructure Plc for a 22% premium and (2) KKR acquiring a stake in Labrador Island Link for C$1.19b from listed utility, Emera. Most of the FUM in infrastructure has been raised via private markets but most of the assets are in listed markets. This ongoing acquisition process is a positive driver of returns for global listed infrastructure investors. Do you think this process will accelerate once BlackRock's Global Infrastructure Partners (GIP) acquisition is completed? #infrastructure #renewables

Brookfield Asset Management is set to become the largest owner and operator of renewable energy in Australia with a massive $10 billion bid to acquire France’s Neoen. Neoen, known for its Victorian Big Battery near Geelong, has a robust project pipeline of nearly 10 gigawatts expected to come online over the next decade. This acquisition, backed by Neoen's board, highlights the growing demand for sustainable power solutions. Despite challenges in the renewable sector, Brookfield remains undeterred, viewing these as mere speed bumps in the 20-year megatrend towards low-cost clean energy. Recent successes, such as the deal to supply 10.5 gigawatts of renewables to Microsoft, showcase this unwavering commitment. Neoen CEO Xavier Barbaro expressed enthusiasm about partnering with Brookfield to propel Neoen’s growth further. With regulatory approvals pending, this acquisition marks a significant step forward in Brookfield's renewable energy strategy. Brookfield's acquisition of Neoen is a milestone for renewable energy in Australia and beyond. It demonstrates a robust commitment to sustainable development and positions Brookfield as a key player in the global shift towards cleaner, greener energy. #renewableenergy #sustainability #cleanenergy #brookfield #neoen #greenfuture #australia #evoegy

Europe M&A: PE Firms are Dominating Acquisitions of Renewables Developers, at Attractive EV/EBITDA Multiples 💡$1.5bn Acquisition: Private Equity (PE) investment powerhouse EQT Group acquired 100% of Sweden-based solar and wind developer OX2 for an enterprise value of $1.5bn, in a take-private deal. The purchase involves a 34 GW pipeline of early-stage and under-construction solar, onshore wind, offshore wind and battery projects across Sweden, Finland, Estonia, Lithuania, Poland, Romania, France, Spain, Italy, Greece, and Aland. 📈 19X EBITDA Multiple: The deal represented an EV/Last-Twelve-Months (LTM) EBITDA multiple of 19X, which is at the higher end of the valuation range observed for recent PE-led acquisitions in Europe. Enerdatics notes that the partnership between a PE firm and an established developer leads to an alliance that is well capitalized to progress a GW-scale pipeline, while simultaneously adopting a more integrated operating model with opportunities to tap additional income streams across the project development value chain 🔄 Emergence of Take-Private Deals: An Associate Director at Warburg Research recently commented: “As long as markets are concerned about possible short-term obstacles for renewables stocks, private equity investors will take the opportunity to take them private and maintain a buy-and-build strategy. The main difference should be the time perspective. Whilst markets tend to overvalue short-term triggers (i.e. 3-9 months), [private equity firms] usually have a longer time horizon and no mark-to-market valuation at any day a year. That somewhat fits the renewables industry, which is caught in very long investment/lifetime cycles due to its underlying assets." #energy #alternativeenergy #renewableenergy #energytransition #enerdatics For more updates, please follow us at Enerdatics. PS: The above analysis is proprietary to Enerdatics’ energy analytics team, based on the current understanding of the available data. The information is subject to change and should not be taken to constitute professional advice or a recommendation.

It was a pleasure to speak with Malcolm Moore, Energy Editor at the Financial Times, on the back of #Masdar’s announcement that it has taken the first steps in a landmark €3.2bn deal to acquire TERNA ENERGY, a leading European clean energy platform with a strong portfolio of projects in #Greece and #Europe, subject to regulatory approvals and other conditions. This transaction will not only further strengthen Masdar’s position in Greece and Eastern Europe but will also help pave the way for our broader growth strategy across key strategic markets in Europe and globally as we scale our capacity to 100GW by 2030. As we continue to advance towards this critical milestone at Masdar, we are firmly focused on accelerating the global energy transition by unlocking the world’s vast #CleanEnergy potential. https://lnkd.in/dAbdJuPA

🚀 We are excited to announce our participation in the Series A financing round for Beacon Power Services (BPS), alongside investors such as Partech, Proparco, Finnfund and Seedstars Africa Ventures. ⚡Africa’s electric grid faces significant challenges largely due to outdated infrastructure and a lack of reliable data. BPS is addressing these issues head-on with innovative data-driven solutions, helping utilities gather and organize data more effectively, enabling smarter decisions and reducing power outages for end users. 💬 “We are thrilled to invest alongside Partech in supporting the scale-up of BPS. The company has emerged as one of the most compelling solutions to address Africa’s growing energy infrastructure gap. Combining world-class technology, deep industry expertise, and unparalleled boots-on-the-ground execution capabilities, BPS is perfectly aligned with Gaia’s investment strategy,” said Guilhem Dupuy, Partner at Gaia Impact. “We noticed a remarkable wave of innovation happening at the intersection of utilities and distributed renewable energy recently, and companies like BPS are ideally positioned to efficiently tackle Africa’s pressing energy challenges.” 🌟 We look forward to support BPS in its growth journey as it transforms power distribution across the African continent.

NextEnergy Capital is delighted to share that NextPower UK ESG has acquired its twelfth asset, Staughton Solar Farm, raising NPUK’s portfolio capacity to 565MW. Staughton Solar Farm is a high-quality 50MW operational solar asset located in Bedfordshire, UK that will be cash generating for NPUK from day one, whilst providing renewable electricity to approximately 12,500 UK households each year. Spyros Sfantos, NextEnergy Capital's Investment Director, UK commented: “Staughton is a high-quality operating solar asset that represents NPUK’s twelfth portfolio acquisition. NPUK’s total capacity has grown to an impressive 565MW since its launch in August 2022, we expect to see further growth in NPUK’s total capacity through the end of the year and into 2025 through further acquisitions. NPUK remains on track to outperform its return and dividend targets, with dividends to date being significantly above the target.” Read the full PR through the link: https://lnkd.in/d93G5UN | #UKSolar | #Energysecurity | #Cleanenergytransition | #NextisNow | #Solarcapacitygrowth | #Netzerotransition | #Solarspecialists |

We are excited to announce the expansion of OWC #OnshoreRenewables in the 📍 USA, under the new direction of West-Coast based and leading consultant in #SolarPV and #EnergyStorage, Rubin S., taking on the new role of Managing Director for Onshore Renewables for the Americas. 🌎 📢 Read our PR announcement in full 👉🏼 https://lnkd.in/d_3akNJF "Rubin brings extensive experience in the US renewables market, coupled with technical expertise in Solar PV and energy storage. Added to our already established OWC presence in the market, this makes us a natural choice to support project developers, lenders, and investors in their transactions," comments Managing Director for OWC Onshore Renewables, Richard Abrams. Under Sidhu's leadership, OWC plans on the strategic growth of its already established operations in New York, USA, to a new West Coast office in time - taking OWC's #RenewableEnergyConsultancy expertise coast-to-coast. Sidhu brings a wealth of technical knowledge in supporting equity investments, mergers & acquisitions (M&A), and #TechnicalDueDiligence - to boost investment in the grid-scale development of renewables. "The industry is gaining momentum with support from the Inflation Reduction Act of 2022, but significant challenges remain as we deploy renewables at a scale needed to decarbonize the electric grid and meet net-zero targets. (...) I am looking forward to putting my own market experience into driving OWC's onshore renewables growth in the US and broader Americas." comments Rubin Sidhu, Managing Director Onshore Renewables, OWC Americas. Catch up with Sidhu and the rest of the OWC delegation to next week's #Cleanpower2024, 📍 Minneapolis, USA, 📅 6-9 May 👉🏼 https://lnkd.in/dZE6U6UY #TheRenewableEnergyConsultants #USCleanPower #SolarPV #BatteryEnergyStorageSystem #BESS #Grid #Electrification #EnergyTransition

Corporate Funding for Solar Sector Down 23% Year-over-Year with $22.3 Billion in 9M 2024. Mercom Capital Group #SolarEnergy #RenewableEnergy #SolarProjects #CleanEnergy #Sustainability #MercomReport #SolarFunding #GreenInvestments #VentureCapital #SolarMergers #SolarAcquisitions #SolarMarket #SolarGrowth #EnergyTransition #SolarIndustry #SustainableFuture

Colibri Capital Invests R$30 Million to Acquire Sirius, Enhancing Solar Equipment Distribution and Expanding Reach in Brazil’s Distributed Generation Market Colibri Capital, a prominent player in the construction of solar plants in Distributed Generation (DG), has announced the acquisition of Sirius, a leading seller of photovoltaic kits based in Recife, Pernambuco. The acquisition involves a substantial investment of R$30 million and marks Colibri Capital’s strategic entry into the DG equipment distribution market, significantly enhancing its geographic footprint as Sirius operates in 24 of Brazil’s 26 states. Carlos Eduardo Barros, President of Colibri Capital, highlighted the strategic benefits of the acquisition: “Acquiring Sirius allows Colibri Capital to penetrate and expand in the solar energy sector with an arm that it did […] Read the full story here: https://lnkd.in/d6jqXf3N #solarenergy #alternativeenergy #solarpv #pvsolar #photovoltaic #cleanenergy #cleantech #climatechange #middleeast #africa #india #asiapacific #asia #america #colibricapital #energysector #investment #latinamerica #renewableenergy #solarplants #southamerica