November 21, 2018 In: Blog Post

Written by John Richardson, our Vice President of Business Development Article originally appeared in Infrastructure Investor on November 20, 2018 US renewable energy deal watchers have witnessed a tremendous uptick in the supply of attractively priced capital. For long time participants, this sellers’ market has been either a blessing or a curse. The conversation has recently shifted toward speculation around whether the sector is overheating or not? Are we at the peak of the market? To answer those questions, we must first examine the global, national and industry factors at play to understand the current state of affairs and the implications for the future. Asset Allocation and Fundraising in Infrastructure The infrastructure asset class provides a great example of non-market correlated performance in the context of a well-diversified portfolio. Recognizing a 10-year bull run in public equity markets, it is understandable that portfolio managers are increasing allocations to non-market...

Read more

The U.S. wind energy industry is poised for an aggressive upward trajectory over the next 5-10 years, driven by ambitious announcements in offshore wind and buoyed by sustained interest in onshore developments. Major capital investment will be targeting U.S. wind assets and projects in the very near future.

Read more
December 20, 2017 In: Blog Post, Special Situations
May 15, 2017 In: Blog Post

On April 26, 2017, Suniva, a Georgia-headquartered solar cell and module manufacturer, filed a Section 201 Safeguard Petition with the U.S. International Trade Commission (USITC). Suniva’s petition requested relief from all crystalline silicon photovoltaic (CSPV) cells – whether or not assembled into modules – imported into the United States, Canada, and Mexico. The filing came on the heels of the company filing for Chapter 11 bankruptcy one week earlier.

Read more