The energy sector is undergoing radical change: decarbonization, digitization and decentralization are driving the transition to a sustainable energy system. As these trends challenge energy suppliers' business models and market design, large investments will be required in energy infrastructure.
The expansion of renewable energies is essential for achieving the climate targets. Generation from decentralized renewable plants such as wind and photovoltaics will become increasingly important. Innovative storage solutions optimize the balance between the volatile renewable energy supply and consumption. They also enable the cross-sectoral use of renewable electricity in the heating and mobility market, for example with e-fuels or hydrogen.
The restructuring of the energy system is shifting boundaries and redefining the energy market. Companies from outside the industry, such as car manufacturers, telecommunications companies and technology firms, are entering the energy market. Many other players are benefiting from the unchecked demand of the energy transition, for example in the areas of building technology and energy infrastructure. Energy suppliers must redefine business models and markets and drive innovation in order to remain competitive.
The infrastructure for transporting and distributing energy is changing radically: the change ranges from the construction of a transcontinental hydrogen network to the integration of decentralized renewable energies to the increasing electrification of the transport sector and the expansion of micro-grids. In order to meet the high requirements, extensive investments in intelligent grid technologies and innovative energy storage are required — at the same time, the risk of disruption is increasing.
Continued high investment requirements in renewable energy, grid infrastructure and storage
Financial investors and debt capital are essential for financing the energy transition
The convergence of electricity, heating and mobility sectors creates a comprehensive integrated market
Cross-sector acquisitions and collaborations are gaining in importance
Growth and digitalization offer business opportunities for technology companies and private equity
Reliable regulatory frameworks are essential to ensure the necessary investment security in the clean energy transition
The energy transition is a cross-sectoral challenge:
Large-scale decarbonization will only be possible through comprehensive electrification and digitaliization of the energy, mobility and heating sectors. New business opportunities are emerging not only for energy suppliers, but also in related sectors, suppliers and technology companies as enablers for the digittalization of the energy industry. By designing the regulatory framework, politics has a significant influence on the energy future.
We support private equity firms with our corporate finance expertise throughout the entire investment cycle. As private equity companies build their investment portfolio, we offer support in defining and implementing the buy & build strategy; as a buy-side advisor; with financial due diligence services; and as a debt advisor for financing. We help develop portfolios with value enhancement concepts and portfolio valuations. After all, we are experienced sell-side advisors who can successfully implement a sales process tailored to the specific situation. With our comprehensive sector expertise in the area of clean energy transition, we can also comprehensively support our private equity clients in this massively growing global market.