Dominika Ermitsch, ACCA’s Post

🚀 2025 EY-Parthenon Energy Transition M&A Review - Germany Edition Part 3 - Focusing on private equity (PE) investors 🔋 Private Equity in Energy Transition: Shifting Gears Towards Asset-Light Innovation Over the past five years, private equity investors have reshaped their energy transition strategies - moving decisively from asset-heavy infrastructure to asset-light, product- and service-driven models. 🚗 Low-carbon mobility and fuels emerged as a consistent investment focus, with ~US$0.8B disclosed in EVs and charging infrastructure alone. 📈 Despite a 44% YoY drop in PE investments in 2024 due to inflation and interest rates, the momentum in renewables and energy efficiency remains strong - especially in software-driven platforms and cloud-based energy management. 🔍 Key trends: --> 60% of PE deals targeted products & equipment, especially in transport electrification, green hydrogen, and energy storage. --> Growing interest in software & data solutions for intelligent grids and energy trading. --> Strategic pivot towards services in renewables since 2023. 💡 As geopolitical tensions and ambitious climate targets reshape the landscape, PE investors are doubling down on scalable, tech-enabled solutions that accelerate the energy transition. #privateequity #Infrastructure #EnergyTransition #Renewables #GreenInvestment #Germany #eyparthenon Alexander Misgeld Axel Kirch Dr. Robert Wienken Michael Scholz Cord Stuemke Denis Pietruschka,FRM,CFA Dr. Florian Ropohl Patrick Gageur Andreas Dietrich

🌱 The Future of Clean Energy Financing 🌱 Financing the energy transition isn’t just a challenge - it’s an opportunity. With global renewable investment hitting $1.3 trillion in 2024 (IEA), momentum is stronger than ever. 💡 Opportunities: Green bonds raised $500B+ last year Emerging markets attracting impact-driven capital Tech innovation driving lower costs, higher efficiency ⚡ Challenges: High upfront costs Regulatory uncertainty Market volatility The next leap forward will come from collaboration and innovation - between investors, policymakers, and industry leaders. How do you see financing evolving to accelerate the clean energy transition? #CleanEnergy #RenewableEnergy #EnergyTransition #SustainableFinance If you’re working in - or exploring opportunities within the green investment or renewables space, I’d be happy to connect. 📩 marcus.richards@LSPrenewables.com

🚀 2025 EY-Parthenon Energy Transition M&A Review - Germany Edition Part 2 - Focusing on infrastructure investors Infrastructure investment faces headwinds – but green transition is the bright spot 🌱 After peaking in 2022–23, deal activity by infrastructure investors has dropped by ~30%, driven by high capital costs and volatile macroeconomic conditions. Yet, the outlook isn’t all bleak: ✅ US$108B allocation (20% of infra & defense funds) aims to accelerate Germany’s green transition. ✅ Renewables dominate energy transition M&A, with solar, wind, and hydrogen assets leading the way. ✅ Energy efficiency & intelligent grids represent ~70% of disclosed deal value in 2023–24. Despite challenges, infrastructure funds continue to prioritize long-term, stable returns through sustainable assets. The Energiewende and National Hydrogen Strategy are fueling this momentum. #Infrastructure #EnergyTransition #Renewables #GreenInvestment #Germany #eyparthenon Alexander Misgeld Axel Kirch Dr. Robert Wienken Michael Scholz Denis Pietruschka,FRM,CFA Dr. Florian Ropohl Patrick Gageur Andreas Dietrich

𝗧𝗵𝗲 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻: 𝗞𝗲𝘆 𝗧𝗿𝗲𝗻𝗱𝘀 𝗳𝗼𝗿 𝟮𝟬𝟮𝟲 𝗮𝗻𝗱 𝗕𝗲𝘆𝗼𝗻𝗱 Deloitte’s newly released 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 highlights how the sector is not only adapting to global challenges but is leading with innovation, digital transformation, and strong policy support. A few takeaways that stood out:  • Growth in clean energy investments is accelerating, creating new opportunities for businesses and communities.  • Digital technologies and advanced analytics are helping companies optimize operations and integrate renewables into the grid.  • Policy and regulatory alignments remain crucial for scaling sustainable energy solutions. Check out the full outlook for a deep dive into what’s shaping the transition to renewables https://lnkd.in/eQX3dWQM

⚡ Energy Transition Investment Conference 2025, London   Last week, Partners Jakub Lichnovsky and Martin Kříž, together with Associate Partner Robert Reiss, represented PRK Partners at the Energy Transition Investment Conference 2025, an event organised by the Energy Law Group and hosted by Slaughter and May in London.   The two-day program focused on the key topics of the global energy transition – from financing new projects and regulatory frameworks for transmission systems to the role of innovation and technology in industrial decarbonization. Participants from across Europe and beyond shared their experience with the real-world challenges of transforming energy and infrastructure.   A highlight of the conference was an inspiring talk by Dr Fatih Birol, Executive Director of the International Energy Agency (IEA), who spoke about the growing need for AI-ready energy infrastructure, clear energy standards, more renewables, and stronger electric grids. He pointed out that without stable electricity, development cannot happen – especially when it comes to building infrastructure for artificial intelligence. Global data clearly show the trend: ten years ago, global energy investments were around USD 2 trillion, half in fossil fuels and half in renewables. In 2024, they reached USD 3 trillion, with two-thirds now going to renewables. The shift is clear and accelerating.   This event provided valuable insights and the opportunity to exchange views and share our own experience. It also reflects PRK Partners’ long-term work in the energy and infrastructure sectors, where we advise a wide range of clients – from investors and producers to developers – on financing, transactions, regulation and strategic project implementation.   #EnergyConference #EnergyTransition #EnergyLaw #PRKPartners #LegalExpertise

Fresh from this year’s FII Institute conference, the conversation on how to balance affordability, reliability, and sustainability in the global energy system continues, and the FII Institute’s “Can We Solve the Energy Trilemma?” impact report adds valuable perspective to that dialogue. In this report, Rachid Majiti, along with other global energy leaders, shares insights on the trade-offs shaping the path to net zero. His reflections strongly align with the findings from McKinsey’s Global Energy Perspective 2025, which highlights the complexity and pace of the transition. Even with renewables accelerating, fossil fuels could still represent 41–55% of global energy consumption by 2050, while electricity demand is projected to double. Natural gas continues to play a key role, particularly across Asia, as both a growth enabler and a lower-carbon option. Both perspectives point to a shared conclusion: achieving a balanced energy future will require pragmatic, regionally tailored strategies combining policy, investment, and innovation to drive lasting progress. Learn more here: https://lnkd.in/dSNzwh-r #EnergyTrilemma #EnergyTransition #GlobalEnergyPerspective #FII9

Asia's energy infrastructure gap represents the defining investment opportunity of this decade. Southeast Asia's energy demand is accelerating at an unprecedented pace, creating a critical inflection point for regional power systems. Energy Asia 2025 assembles 200+ senior leaders representing over $50B in active project portfolios. Featured speakers include: • Miguel Fonseca, CEO, EDP Renewables APAC • Izumi Kai, CEO, JERA Asia • Vinamra Srivastava, Chief Sustainability Officer, CapitaLand Investment (CLI) • Vikalp Agarwal, Vice President, Shell Energy Asia Join the leaders defining Asia's energy future → https://ow.ly/jQml50X5tXu 13 October | Singapore #EnergyAsia

€25 million capital increase from our trusted minority shareholders — EBRD and the 3Seas Initiative Investment Fund, managed by Amber Infrastructure. This investment strengthens our financial position and reflects strong confidence in R.Power Renewables. Power’s mission to accelerate the clean energy transition across Central and Southern Europe. With this support, we’ll continue expanding our 30+ GW renewable and storage portfolio across six European markets — driving sustainable growth and delivering clean, reliable energy to communities across the continent. The Future of Energy Today. ⚡🌍 #RenewableEnergy #CleanEnergy #EnergyTransition #Sustainability #RPower #SolarEnergy #BatteryStorage #GreenFuture

Energy transition infrastructure is a growing investment area, but much of the capital flowing into the space is polarised between mega-funds targeting large, de-risked assets and venture capital focused on early-stage technologies. This leaves a “missing middle”: infrastructure platforms that are operational, scalable and critical to the next phase of decarbonisation. In their latest article, “Unlocking the ‘missing middle’: Investing for growth and powering the energy transition” Schroders Greencoat LLP’s Lee Moscovitch and James Samworth explore how investors can capture the resilience and high-return potential of mid-market energy transition infrastructure. Specifically, the article highlights three real-world examples of this approach in action from across our portfolios: • 𝗖𝗮𝗿𝗹𝘁𝗼𝗻 𝗣𝗼𝘄𝗲𝗿: Advancing green hydrogen projects across the UK • 𝗕𝗲𝗹𝗘𝗻𝗲𝗿𝗴𝗶𝗮: Expanding renewable and biomethane capacity across Southern Europe • 𝗕𝗿𝗶𝗻𝗴 𝗘𝗻𝗲𝗿𝗴𝘆: Decarbonising heat through district energy networks in the UK By bridging the funding gap in this “missing middle”, we aim to deliver 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺, 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 𝗿𝗲𝘁𝘂𝗿𝗻𝘀 while accelerating the global 𝗲𝗻𝗲𝗿𝗴𝘆 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻. 🔗 Read the full article: https://okt.to/wyQLvW Marketing material for professional clients only. Capital at risk.

Bridging the gap in mid-market energy infrastructure is crucial for accelerating decarbonisation. Real-world progress - like Carlton Power and BelEnergia - shows the potential for both growth and sustainability. Find out more in our latest insight: https://okt.to/8UNe7i #InfrastructureEquity #Growth #SchrodersCapital