MERGERS & ACQUISITIONS

CLEAN POWER GENERATION

(North America / Europe)

Waste to energy equipment and services

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Carbon capture and storage systems

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Cleantech system component manufacturers

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Technologies supporting the extraction or conversion of minerals used as feedstock and/or in the clean energy value chain

CLEAN POWER STORAGE AND DISTRIBUTION

(North America / Europe)

Fuel Cells

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Batteries

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Tanks and Tanker Systems

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Pipelines, terminals and transmission facilities (conversion of existing and/or new)

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Transportation systems and components

CLEAN POWER DISTRIBUTION

(North America / Europe)

Fueling Stations

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Charging Stations

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Charging Systems

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CLEAN POWER END MARKET CONVERSION

(North America / Europe)

Conversion of equipment for use in transportation, manufacturing

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Add-on equipment for heat transfer or regeneration

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Heat recovery / heat exchange systems

CLEAN POWER SERVICES

(North America / Europe)

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Waste stream treatment and management equipment and services

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Conversion services contractor focused on emissions reduction of facilities, vehicles or infrastructure

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Maintenance and repair service contractors for generation, transmission and end market assets

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Permitting, lobbying  and regulatory services

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Software and services to support operations

MANUFACTURING

(North America)

Niche manufacturing

Safety equipment and supplies

Modular construction

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Value added distribution

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Specialty chemicals

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Industrial coatings

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Maintenance and repair

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BUSINESS SERVICES

(Global)

Staffing / Recruiting

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Tech-enabled services

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Environmental Services

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Facilities management and services

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Transportation and Logistics

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SPECIALTY FINANCE

(North America)

Equipment Leasing

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Invoice financing

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Accounts Receivable Financing

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Royalty Monetization

Lease to own structures

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Loan facility participations
 

AUTO SERVICES

(North America)

Car washes

Quick lube / oil change centers

Brake and muffler centers

Tire centers

Convenience stores

Travel centers

Truck stops

REAL ESTATE

(U.S. and Canada)

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Qualified opportunity zone development

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Sale-leaseback of owned and operated real estate

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Build to suit real estate

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Build to suit real estate with buyout option for tenant

ACQUIRER PROFILE

(CLIENT PROFILE)

Focused acquisition or investment criteria with clearly defined capabilities of extent of management expertise

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Committed capital or balance sheet capital available

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Clear definition of existing management expertise the acquirer has for target assets with an aligned view of requisite management capabilities are required from the target and/or from an executive search process commensurate with the execution of a transaction.

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 TARGET PROFILE

(ACQUISITION CRITERIA PROFILE)

Legacy asset disposition for assets owned or controlled, directly or indirectly, by lenders, funds or family offices

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Corporate Divestitures

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Family succession or monetization of family or founder-owned, closely held companies or assets

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Companies in need of growth capital

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Management buyouts (existing management seeking to buy out existing partners)

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Management buy-ins (management team seeking to acquire and take an active management role)

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Monetization of owned real estate (sale-leaseback)

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Consolidation / Roll-up of defined niche industry or financial assets

REPRESENTATIVE TARGET ASSET CHARACTERISTICS 

Developed markets (North America / Western Europe)  assets or businesses

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Experienced existing or proposed management team with core expertise and skills in the sector

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Promising technology with strong customer demand for products and services and barriers to competition (for growth businesses or assets)

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Proven franchises with leading market position or protected local economics (for mature businesses or assets)

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Expectations for growth and/or a plan and clear catalyst for turnaround with free cash flow or (or a visible path toward free cash flow)

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Opportunity to drive value pro forma acquisition through enhanced operational excellence 

REPRESENTATIVE ACQUIRERS 

Private Equity Funds

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Special Purpose Acquisition Companies (SPACs)

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Family Offices

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Public Companies

(business development teams)

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Family-owned or closely held private businesses seeking to accelerate growth commensurate with institutionalization to lay the groundwork for ultimate exit or monetization

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Special situation funds seeking asymmetric profiles by acquire misunderstood or complex assets 

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Independent sponsors with internal operating partners / executive leadership capabilities