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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Mark Tomasovic Covering NextEra and Renewable Energy on Collosus Podcast

Mark Tomasovic Covering NextEra and Renewable Energy on Collosus Podcast

Earlier this month Mark Tomasovic recorded a podcast with the Collosus content platform. Colossus engages business experts to cover key themes and companies. In this episode, released today, Mark covers the utility and renewable energy leader, NextEra Energy. You can find the podcast on any of your podcast applications, or the online link right here. …

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Gordon Gecko vs. the Pope

Gordon Gecko vs. the Pope

By now you know that Energize straddles two different arenas: digital solutions and the sustainability transition. The ideology of each of these groups is quite different and, interestingly, we are perceived quite differently by each set of stakeholders. Our digital friends look at us like we are the Pope and are making investments exclusively for …

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2 New Hires at Energize

2 New Hires at Energize

Yesterday I talked about how Energize is looking to hire a Head of Legal. We are growing our team to complement our existing strengths. We began that more broad evaluation of our human capital investments earlier this year with two important hires. Those details are below: Energize is excited to officially announce Shariq Syed and Vishnu Amble as the …

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