Newsletter
M&A is Down, but Not Out.
It's all about product-buyer fit.
Latest
Newsletter
Energize Ventures Leads Sitetracker's $66M Series D
The investment will accelerate Sitetracker's will help the company support the rapid energy transition while cementing their standing as the telecom industry’s deployment software of choice.
Newsletter
Takeaways from the Global Clean Energy Action Forum
Last week, I spoke at the Global Clean Energy Action Forum in Pittsburgh. The topic of my panel was the intersection of private and public funding for decarbonizing heavy-emitting industries like energy, steel production, cement, and other manufacturing processes. While failures like Solyndra receive the lion’s share of the
Newsletter
The Renaissance of American Manufacturing
The energy transition comes to blue-collar labor in a big way
Newsletter
When in doubt, spin out
The energy transition promises to be an opportunity for businesses to create generational returns. Thanks for reading Sustainable Returns! Subscribe for free to receive new posts: That opportunity isn’t exclusive to startups or private businesses - big business wants in on the action too. In just the last 12
Newsletter
Private Equity's New Venture Debt Strategy
The IPO market is on track for its worst year in two decades. The largest venture capital firms are now in a perpetual state of fundraising. The mega multi-strategy firms are recording record inbound cash flows and looking for new places to invest record returns. Put these trends together and
Newsletter
What can Adam Neumann teach us about climate tech?
One of the most important lessons for new climate tech investors and a trap we’re all capable of falling for
Newsletter
A Big Win for American Consumers and Manufacturing
The Inflation Reduction Act Delivers Savings for Consumers and Keeps American Manufacturing Strong
Newsletter
No Need to Speculate, Sustainability is Here to Stay
Thanks for reading Electrified! Subscribe for free to receive new posts and support my work. Since the beginning of the year, the carbon credit market has been on a turbulent ride that reflects the public stock market. The underlying assumption by speculators seems to be that as earnings weaken and
Newsletter
Analyzing Climate Tech Software Exits
Since 2018, 244 software companies focused on sustainability tech or the digitization of critical infrastructure have been acquired. This includes companies in climate tech, drones, robotics, supply chain tech, cybersecurity, and sustainability. Thanks for reading Sustainable Returns! Subscribe for free to receive new posts once per week! One large shift
Newsletter
When Cash Becomes a Moat
All cash spending doesn't create equal results. Legendary executives are the ultimate capital allocators as illustrated in William Thorndike's The Outsiders. But, for the better part of the last decade, capital has been a commodity in the private markets. Startups easily raised capital with even the
Newsletter
Margins Matter.
"When we acquire a company, we care more about margins than growth." - Fortune 500 CSO By now, we know the days of growing at all costs are gone - at least until they're back again at the top of the next cycle. But for startups