Ford: a Lesson in Leadership on Electric Vehicles

Ford: a Lesson in Leadership on Electric Vehicles

If you have followed this site, you have seen me post some positive endorsements about Ford. I’ve been quite consistent that I think they are the most proactive incumbent automotive OEM to pivot to the electric vehicle movement. In addition to taking their flagship vehicles and making them EVs (Ford F-150 and Ford Mustang) the …

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LP Commitment & Interest Based on Firm Age & Size

LP Commitment & Interest Based on Firm Age & Size

Yesterday I wrote about the return profiles for emerging managers. That Pitchbook data showed how emerging, specialist managers outperformed the market. This morning one of my teammates shared an article about how LPs are thinking about Fund allocations in 2022. This data, shown below, indicates that LPs are looking to allocate more capital to emerging …

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Performance and Fundraising Progress of Emerging Managers

Performance and Fundraising Progress of Emerging Managers

I saw an analysis recently on performance details around “Emerging Managers”. Emerging managers are investment firms, like Energize, that are in the first 3-4 flagship funds, and within 10 years of founding. Most of the below data came from Pitchbook, a data platform owned by Morningstar. The key takeaways are below: • Contrary to conventional …

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2022 & Hiring

2022 & Hiring

The Energize team is going to release a more formal summary of our 2021 activities. I can’t wait to share more about that – and about some key events we have underway. (We have 4 investments to announce in Q1!) There is a lot of change and growth in the market. With so many moving …

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A Growing Asset Class: Nature Climate Solutions

A Growing Asset Class: Nature Climate Solutions

Our team has been tracking the carbon markets and what voluntary and regulated structures may grow into over the coming years. Like with any growing asset class or trade-able security, there are several parameters around measuring and quality that need to be confirmed. A recent McKinsey report highlighted the market size opportunity and the key …

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Software Multiple Corrections: Time is a Natural Form of Diversification

Software Multiple Corrections: Time is a Natural Form of Diversification

The past 2 years have seen great volatility in the software (and broader) markets. As shown below, COVID unknowns, digital adoption accelerating, and then a hype bubble popping have caused troughs and peaks in valuation multiples for software companies. Looking at the following charts below from Goldman Sachs and you can see that we are …

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M&A Powering Up: The 3 Types of Deals In The New Energy Economy

M&A Powering Up: The 3 Types of Deals In The New Energy Economy

Yesterday I wrote a post for Forbes about the current activity – and types of deals – being done in the sustainability market. You can see the article here. I’ve also posted it below, for convenience.. 2021 was a monumental year for the sustainability-focused capital markets. Almost every type of financing vehicle related to climate …

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Promotions at Energize

Promotions at Energize

My belief is that a key team member receives a promotion only once they have already consistently acted at the new/target title. Last week the Energize team made a number of exciting promotions as each of these team members stepped up in 2021. Tyler Lancaster joined us as an Associate in 2018 and has been …

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Utility Batteries are Here

Utility Batteries are Here

The chart above shows expected battery additions to the Texas energy grid in the upcoming years. Based on regulatory structure, ERCOT is usually the most innovative / welcoming ISO here in America. For that reason, ERCOT is usually the playing ground for energy developers and the zone provides a glimpse into what new energy products …

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