It’s hard to argue with the results of Thoma Bravo over the last decade. They’ve become one of the largest private equity firms in the world, they’ve won some of the biggest deals in recent years, and they’ve returned capital to their limited partners (or customers,
I’ve always believed that solving climate problems requires economic benefits, not just social ones. As much as we might wish otherwise, social benefits alone rarely create enduring success. This conviction stems from starting my career in renewables in 2007—right as the fracking boom took off—and then watching
The market requires a specialist. You'll hear these words uttered around the Energize office frequently these days. We've built a firm laser-focused on solving big challenges alongside executives who've spent their careers building exceptional companies in critical industries that impact our daily lives. Those
A few weeks ago, I wrote an article on four trends we can count on in energy over the next decade. Two of the trends that I thought would be certain were higher prices and the need to get more out of existing infrastructure. In an event only energy nerds
“Great leaders get back on their front foot faster.” - Coach K I think about this quote a lot, usually in the context of bouncing back from rejection. After all, if you’re attempting anything hard, failure is the default state. You get knocked down, you get back up, you
I've been around the power and renewables industries for over 15 years now. In that time, I've seen its popularity boom and bust. From 2008-2012, it was around the promise of solar and other alternative energy technologies. After that, the hype went away and funding dried
Demand response continues to be a hot topic in the energy world. Yesterday, I saw a graph floating around on Twitter from Energize portfolio company Grid Status highlighting the drop in CAISO's system load due to a demand response event triggered by Tesla Energy. I don't
If real estate is all about location. Data centers are all about power.
Alpine Investors has one of the most unique models in private equity. Instead of backing existing executive teams or founders, they purposely seek out businesses where the CEO needs or wants to be replaced. They've pursued this strategy since the Great Financial Crisis, when founder Graham Weaver realized
Americans are getting relief from inflation everywhere - except on their energy bills. The chart below from the Wall Street Journal caught my eye this weekend. After a stagnant decade, power prices have steadily climbed as a result of elevated natural gas prices and the growing demand from AI and
It’s been way too long since I’ve written anything here and I’ve had this nagging feeling to start again. I like writing the short, quick posts over the long essays that tend to do well here. My preferred writing style is more Fred Wilson than Paul Graham.
I come from a family of linemen. Both my grandpa and my dad climbed the poles that hold our grid together and did so in the middle of fierce Texas thunderstorms and blistering summers. My dad traded the backbreaking work for the comfort of an office chair long ago and