JP Morgan

J.P. Morgan is a leading financial institution that provides a diverse range of services to its clients. The company specializes in asset management, commercial banking, investment banking, merchant services, securities services, treasury and payments, and wealth management. With a comprehensive global product platform, J.P. Morgan offers tailored solutions to meet the needs of various clients, including corporations, institutions, and individuals. Additionally, the firm has a focus on commodity risk management, providing essential services in both physical and financial markets. Through its extensive expertise and resources, J.P. Morgan aims to deliver innovative financial solutions while maintaining a commitment to client service.

James Baker

Executive Director, Investment Specialist

Andy Dacy

Managing Director

Nicholas Meer

Managing Director

Anya Schiess

Co-Managing Partner

Rob Tanna-Smith

Executive Director

Vincent Zeng

Vice President, Machine Learning

Past deals in Utilities

FlexGen

Debt Financing in 2025
FlexGen Power Systems, Inc. specializes in the development and manufacture of energy storage and hybrid power products, including solid state generators, power converters, and software control units. Founded in 2014 and based in Houston, Texas, the company focuses on providing innovative solutions that enhance the performance and reliability of energy systems for industrial clients, utilities, and government agencies. FlexGen's offerings include advisory services, operational maintenance, frequency regulation, and grid support, facilitating the integration of energy storage technologies with both traditional and renewable power generation. By working closely with advanced battery and capacitor manufacturers, FlexGen aims to optimize energy management, reduce electricity costs, and support the effective deployment of utility-scale storage projects worldwide.

Bright Night

Private Equity Round in 2024
Bright Night specializes in renewable energy solutions that are both safe and reliable. The company focuses on providing clean, dispatchable power services to utility, commercial, and industrial customers. It is involved in the development, design, construction, and operation of renewable energy infrastructure, aiming to deliver high-value and low-cost energy. By targeting growing markets worldwide, Bright Night contributes to the transformation of electricity generation, storage, and distribution, promoting cleaner energy alternatives.

LiveOak Fiber

Debt Financing in 2024
LiveOak Fiber is a connectivity provider focused on enhancing digital infrastructure in underserved areas of Florida and Georgia. The company is developing a fiber-optic network designed to deliver high-speed, reliable internet services to both homes and businesses. By utilizing fiber-optic technology, LiveOak Fiber offers faster and more dependable connections compared to traditional broadband options. The company aims to serve communities often overlooked by larger internet service providers, ensuring they gain access to modern, high-speed internet. LiveOak Fiber is committed to providing adaptable internet solutions tailored to the diverse bandwidth needs of its residential and commercial customers, ultimately driving economic growth and improving quality of life in these regions.

Electric Hydrogen

Debt Financing in 2024
Electric Hydrogen is a company focused on developing low-cost, high-efficiency, fossil-free hydrogen systems aimed at decarbonizing industrial sectors such as ammonia and steel production, which are significant contributors to global greenhouse gas emissions. By rethinking electrolysis, Electric Hydrogen seeks to make clean hydrogen competitive with traditional, fossil-fuel-based hydrogen in terms of cost and scalability. The company's advanced PEM technology utilizes low-cost renewable electricity to produce clean hydrogen gas, thereby helping industries reduce their reliance on fossil fuels and minimize pollution. With a leadership team experienced in transformative clean energy companies, Electric Hydrogen is positioned to address current challenges in efficiency and cost, contributing to the goal of a zero-emission industrial sector in the near future.

Iberdrola

Post in 2023
Iberdrola is a leading global utility company engaged in the production, distribution, and retail of electricity and gas across nearly 40 countries. With a diverse portfolio of 56 gigawatts, it primarily generates electricity from nuclear, fossil-fuel, hydroelectric, and renewable energy sources, with wind power representing approximately 40% of its capacity. The company operates significant electricity and distribution networks in Spain, the UK, Brazil, and the US, where it maintains a strong presence. Iberdrola is committed to advancing the energy transition through a sustainable business model that emphasizes renewable energy, smart grids, large-scale energy storage, and digital transformation, aimed at delivering innovative products and services to its customers. In addition to its generation activities, Iberdrola is involved in gas storage and supply, reinforcing its position as a comprehensive energy provider.

RS Technologies

Debt Financing in 2023
RS Technologies specializes in the design, engineering, and manufacturing of composite utility poles and related products for the electric transmission and distribution sectors. The company offers a range of products, including modular poles, singular poles, cross arms, and fire shields, aimed at electricity distributors. These composite poles serve as a viable alternative to traditional wood, steel, and concrete structures, providing lighter, more durable, and longer-lasting solutions at competitive prices.

Palmetto Clean Technology

Debt Financing in 2022
Just as technology has advanced society and delivered exciting consumer products, like Tesla cars and the iPhone, tech innovation is empowering homeowners across the country to join the New Utility Revolution. Palmetto’s clean energy marketplace and custom software tools help homeowners quickly estimate utility cost-savings and get renewable energy sources up and running, with ongoing data insights and support. For individuals, this innovation means lower utility bills, more transparency, control over energy use, increase in property value, and protection against power outages. When adopted en masse, a clean energy shift is a major step towards combating climate change and achieving American energy independence.

GETEC

Acquisition in 2021
GETEC is a group of energy service providers operating across Germany and Europe, employing nearly 1,400 individuals. The company specializes in a comprehensive range of energy services within the liberalized energy market, focusing on areas such as energy efficiency, system design, and zero emissions. GETEC aims to guide clients through the complexities of the energy landscape by developing customized and sustainable solutions that prioritize efficiency, economic viability, and resource conservation. Its approach is centered on creating added value for clients, helping them to improve their carbon footprint while considering the long-term implications for future generations.

El Paso Electric

Acquisition in 2019
El Paso Electric, established in 1901, is a regional electric utility company headquartered in El Paso, Texas. It provides electricity generation, transmission, and distribution services to approximately 394,000 retail and wholesale customers across a 10,000 square mile area in west Texas and southern New Mexico. The company generates power through nuclear fuel, natural gas, purchased power, and solar photovoltaic panels, with a net generating capacity of approximately 2,085 megawatts. It owns and operates transmission lines and distributes electricity to residential, commercial, industrial, public authority, and wholesale customers, including local military installations and universities.

SolarCity

Series C in 2007
SolarCity is a solar energy system provider based in San Mateo, California, dedicated to delivering reliable clean energy solutions for homes and businesses. The company specializes in the development and sale of solar panels and solar roof tiles, offering comprehensive services that include system design, financing, and installation. In 2016, SolarCity was acquired by Tesla, which subsequently transformed its business model by moving operations to a fully online platform and integrating its offerings with Tesla's electric vehicles and battery systems. This strategic shift has enabled SolarCity to enhance its presence in the renewable energy sector, reaching a broader customer base and promoting sustainable energy usage.
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