NewQ1 2026 Clean Energy Deal Intelligence Report is live

← Newsletter Archive

Dealflow: November 15 - 21

1 deal tracked·145 MW total capacity·7 executive moves

Published Wednesday, November 15, 2023

The Week in Deals

1 deal
DateDeal TypeTechSeller / SponsorBuyer / FinancierSizeLocationStatusNotes
Nov 15Corporate PPAOtherNational Grid RenewablesBristol Myers Squibb145 MWClosedPPA price not disclosed publicly; will be imputed from regional comparables. Discovered via DealFlow research sweep (agent: 2023-deep).

Change of Control

7 moves

Andrew Brown named interim Interim Chief Operating Officer at Ørsted (from Former Chief Executive Officer, Galp Energia)

Board director Brown — former Galp CEO, ex-Shell executive — named interim COO during Q4 2023 offshore wind crisis when Ørsted took $4B+ impairment on Sunrise/Ocean Wind. Handed off to Patrick Harnett March 2024.

Press release

Nov 15

Lawrence Coben named interim Interim President and Chief Executive Officer at NRG Energy (from Chair of the Board, NRG Energy)

Board Chair Coben (since 2017) named interim CEO upon Mauricio Gutierrez's departure. Move came amid Elliott Investment Management activism; Elliott had disclosed >13% economic stake and called for boardroom overhaul.

Press release

Nov 20

Mauricio Gutierrez departed NRG Energy as President and Chief Executive Officer

CEO since 2015 departed amid Elliott activist pressure. Elliott called the $2.8B Vivint Smart Home acquisition "the single worst deal in the power and utilities sector in the past decade" and pushed for Gutierrez's ouster.

Press release

Nov 20

Marwan Fawaz appointed Director at NRG Energy (from Former Executive, Google/Alphabet)

Former Google/Alphabet executive joined NRG board as part of cooperation agreement with activist Elliott Investment.

Press release

Nov 20

Kevin Howell appointed Director at NRG Energy (from Former Chief Operating Officer, Dynegy)

Former Dynegy COO joined NRG board as part of activist-driven governance overhaul.

Press release

Nov 20

Alex Pourbaix appointed Director at NRG Energy (from Executive Chair and Former CEO, Cenovus Energy)

Cenovus Energy Executive Chair joined NRG board as Elliott-backed independent director.

Press release

Nov 20

Marcie Zlotnik appointed Director at NRG Energy (from Co-Founder, StarTex Power)

StarTex Power co-founder joined NRG board as the fourth Elliott-backed director appointment.

Press release

Nov 20

Prefer the email view? Open the original email →

Get the next issue in your inbox

Free, every Monday. Unsubscribe anytime.