StrategyAI

Live M&A, transformation, leadership and financing signals translated into consulting mandate opportunities. Know who to call, before they call someone else.

◆ Deal Insights · sector read

Energy & Infrastructure

Growth cycle

Deals and venture money both rising, yet half the venture-backed field is overdue: winners scale, the rest sell. Integration and sell-side work at once. Public bodies are buying more advice here too.

M&A deals
+75%›
93 in the last 3 months vs 53
Venture capital
+34%›
€3.5bn in the last 2 quarters
Public mandates
×7›
35 in 6 months
Capital pressure
47%›
589 of 1,256 venture-backed overdue
01The month's strongest deals

Where the Energy & Infrastructure mandates are forming.

The highest-conviction Energy & Infrastructure deals in the 30 days to 4 September, each with the advisory angle. Click a deal for the mandate and the buyer.

Energy & Infrastructure · United Arab EmiratesTrigger 8/10
Five very large gas carriers and six very large crude carriers
Bought by ADNOC Logistics & Services · $1bn
Eleven vessels bought while rates are elevated is a call on rates staying elevated. If they normalise, this becomes a long-lived asset bought at peak, and that is a refinancing conversation.
Energy & Infrastructure · IrelandTrigger 8/10
BMC Manufacturing Group
Bought by Kingspan Group · $926m
A vendor holding EUR 250m of acquirer stock through a US expansion is aligned but also exposed. Standing up a US plant inside an Irish manufacturer is the execution risk, and it has not started.
Energy & Infrastructure · SwitzerlandTrigger 8/10
🔒
Bought by 🔒
🔒 The mandate angle is for members
Energy & Infrastructure · United KingdomTrigger 8/10
🔒
Bought by 🔒
🔒 The mandate angle is for members
Energy & Infrastructure · United KingdomTrigger 8/10
🔒
Bought by 🔒
🔒 The mandate angle is for members
Every Energy & Infrastructure deal in six months
02Who sells next

The likely sellers, and who needs them sold.

Venture-backed Energy & Infrastructure companies ranked by StrategyAI's acquisition odds, the ones past their normal time to raise, and the funds in their harvest years.

◆ StrategyAI prediction · likely to be acquired next
28 Energy & Infrastructure companies have at least twice the typical odds of being bought within two years.
1
Energy Dome
Energy · Italy · Overdue to raise · €93m raised
Exit-readyOverdue to raiseCapital pressure
×3.0
2
🔒
Cleantech · Estonia · Overdue to raise
Exit-readyOverdue to raiseCapital pressure
×2.9
3
🔒
Cleantech · Finland · Overdue to raise
Exit-readyOverdue to raise
×2.8
4
🔒
Cleantech · France · In its raise window
Exit-ready
×2.7
5
🔒
Cleantech · UK · In its raise window
Exit-ready
×2.7
6
🔒
Cleantech · Sweden · Overdue to raise
Exit-readyOverdue to raiseCapital pressure
×2.7
7
🔒
Cleantech · UK · Overdue to raise
Exit-readyOverdue to raiseCapital pressure
×2.6
8
🔒
Cleantech · Germany · In its raise window
Exit-readySerial buyers dueInvestor selling
×2.5
9
🔒
Energy · Switzerland · In its raise window
Exit-readySerial buyers due
×2.5
10
🔒
Energy · Netherlands · In its raise window
Exit-readyFund harvestingSerial buyers due
×2.5
×N is the odds of an acquisition within 24 months against a typical venture-backed company (3.0%). The model is backtested on European exits; an indication, not advice.
Overdue for an exit
589 Energy & Infrastructure companies are past their normal time to raise; 142 are backed by a fund in its harvest years.
UP Catalyst
Cleantech · Estonia · 25 months since Seed · €26m raised
Exit-ready 100
Energy Dome
Energy · Italy · 39 months since Series B · €93m raised
Exit-ready 100
🔒
Cleantech · Sweden · 43 months since its last round
Exit-ready 100
🔒
Cleantech · Finland · 34 months since Series A
Exit-ready 100
🔒
Energy · Germany · 31 months since Series C
Exit-ready 99
🔒
Energy · Germany · 44 months since Series B
Exit-ready 99
🔒
Cleantech · UK · 40 months since Series C
Exit-ready 99
🔒
Cleantech · Netherlands · 44 months since Series A
Exit-ready 99
🔒
Cleantech · UK · 34 months since Series C
Exit-ready 98
🔒
Cleantech · Germany · 32 months since Series A
Exit-ready 98
The fund clock · funds that have to sell
14 venture funds (€1.5bn) are in their harvest or extension years: 14 managers who need exits, and the sale processes that come with them.
Manager · fundSizeClosedAgeStage
Quadrille Capital IVFrance · IT, Healthcare, Consumer, Energy€511m20188.0 yrsHarvest
Cathay Innovation IIFrance · Commerce, Consumer-Tech, B2B, Healthcare, Fintech, Mobility, Energy€490m20197.3 yrsHarvest
🔒Germany · Clean-Tech, Industry-4.0, Software, IT, New-Materials, Cybersecurity––8.8 yrsHarvest
🔒Sweden · Climate-Tech, Agri-Tech, Food-Tech, Energy, Transport––6.3 yrsHarvest
🔒Sweden · Climate-Tech, Renewable-Energy, Recycling-Systems, Energy, Waste-Management––8.4 yrsHarvest
🔒France · Internet, Health-Tech, Biotech, Clean-Tech––9.4 yrsHarvest
🔒Norway · Clean-Tech, Renewables, Distributed-Energy, Smart-Grids, Energy-Storage, Smart-Districts, Smart-Buildings, AI, Big-Data, Cloud, AR/VR, IoT, Cybersecurity, Robotics, Drones, Carbon-Sinks––6.9 yrsHarvest
🔒Portugal · Deep-Tech, ICT, Health-Tech, Clean-Tech, Tech-Transfer––7.7 yrsHarvest
🔒UK · AI, Robotics, Fintech, Genomics, Agri-Tech, Clean-Tech, Prop-Tech, Health-Tech––9.7 yrsHarvest
🔒Ireland · Impact, Ed-Tech, Health-Tech, Food-Tech, Agri-Tech, Energy, Environment––6.3 yrsHarvest
Harvest: years six to ten, when a fund sells its companies to return capital. Extension: past ten years and overdue to wind up. Source: EuroVC fund closes.
03Leadership moves

Who just changed the team at the top.

Leadership moves · last 30 days
46 Energy & Infrastructure companies changed leadership this month; 1 of them were acquired in the past year. A new CEO or CFO after a deal is the first sign of a new plan.
🔒Senior departure · Energy & Infrastructure · United Kingdom · 21 SeptAcquired in the last year
🔒Senior hire · Energy & Infrastructure · United Kingdom · 22 Sept
🔒Senior hire · Energy & Infrastructure · United Kingdom · 21 Sept
🔒Leadership change · Energy & Infrastructure · Italy · 15 Sept
🔒Leadership change · Energy & Infrastructure · Bahrain · 15 Sept
🔒Leadership change · Energy & Infrastructure · Denmark · 15 Sept
🔒Leadership change · Energy & Infrastructure · United Kingdom · 15 Sept
🔒Leadership change · Energy & Infrastructure · Finland · 15 Sept
🔒Leadership change · Energy & Infrastructure · Belgium · 15 Sept
🔒Leadership change · Energy & Infrastructure · United Kingdom · 15 Sept
04Other sectors

Read another sector.

Every Energy & Infrastructure name, every morning.

Members see the companies behind every number, the people they already know there, and live signals scored against eleven mandate patterns.

Request access
M&A: EMEA transactions, momentum compares the latest three months with the three before. Venture capital: tech.eu Funding Explorer (CC BY 4.0) and EuroVC, read via Energy & Utilities. Predictions are StrategyAI model outputs: indicative, not advice.