Mergers and Acquisitions in Power Sector – Thematic Research

A total of 226 power M&A deals valued at $50m or more were announced between 1 January 2017 and 31 March 2020. The combined value of these deals was $256.6bn. The first quarter of 2018 saw the most activity, with over 25 deals announced in that quarter. Themes such as renewable energy, sustainability, network infrastructure, sustainable project experience, and oil and gas infrastructure have been driving the power M&A over the past three years. Energy storage sector was dominated by technology themes such as batteries and electric vehicles with a valuation of $3.9bn. Geopolitical themes such as emerging economies, China impact, India impact, geopolitics and European integration also drove the M&A activity in power.

COVID-19 has negatively impacted the power M&A market. In Q1 2020, M&A transactions totaled $9.3bn, down 50% from the previous quarter.

Scope

The report analyses the importance of M&A as a theme in the power sector.

The report discusses key M&A deals in the power sector and identifies the underlying themes that led to those deals.

The report evaluates how COVID–19 is impacting deal activity across the power value chain.

The report also identifies potential acquisition targets in the near term encompassing key power themes and the thematic rationale behind those targets.

Reasons to buy

To review the deal activity undertaken by power companies between 2017 and Q1 2020.

To understand the major trends influential in driving these M&A within the power sector.

To gauge the impact of COVID–19 pandemic on deal activity in the power sector.

To identify potential M&A targets in the power sector.

Companies mentioned

Tata Power, Vidarbha Industries Power, ReNew , Suzlon Energy, Adani Power, Actis, LONGi Group, LO3 Energy, Renewable Energy Systems (RES), STEAG Solar Energy Solutions, Power Ledger, ENGIE, Masdar, 40 North Ventures, Electron, Smarter Grid Solutions, eSmart Systems, SmartRent, CleanSpark, Moixa, Sunrun, Vivint Solar, Powin Energy, Primus Power, NantEnergy, Hunan Xinminya New Energy Technology, Sichuan Xinminya Battery Technology, Amara Raja Batteries, Northvolt, Jiangsu Ruihong Lithium, Guangdong Dazhi Environmental Protection Technology, Volkswagen, General Electric

Table of Contents

Executive summary 2

Part 1: Thematic drivers of M&A strategy 4

Part 2: COVID-19 impact on the M&A market 8

Part 3: M&A activity in the power sector over the last three years 12

Part 4: Future acquisition targets in the power sector 19

Part 5: Deal selection methodology 24

Part 6: Glossary 26

Part 7: Our thematic research methodology 30

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