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Dealflow: December 1 - 7

3 deals tracked·2,686 MW total capacity·3 executive moves

Published Sunday, December 1, 2024

The Week in Deals

3 deals
DateDeal TypeTechSeller / SponsorBuyer / FinancierSizeLocationStatusNotes
Dec 4Strategic & Growth CapitalCarbon Captu…Heirloom Carbon TechnologiesFuture Positive (lead), Lowercarbon Capital (lead), Ahren Innovation Capital, Breakthrough Energy Ventures, Carbon Direct Capital, Japan Airlines, MCJ Collective, Mitsubishi Corporation, Mitsui & Co., MOL Switch LLC, Quantum Innovation Fund, Siemens Financial Services$150MCA, LAClosedHeirloom Series B led by Future Positive and Lowercarbon Capital. Brings cumulative funding to >$200M. Heirloom uses limestone calcination DAC (mineralization). Anchor offtake includes Microsoft credits. Project Cypress facility (Caddo-Bossier, LA) starts 2027 at 100K tpa, scales to 300K tpa. Awarded $50M initial DOE Regional DAC Hub funding (Project Cypress with Battelle/Climeworks).
Dec 3Power Purchase & OfftakeSolar+BESSMultiple (26 contracts, mix of solar/wind/hydro developers)NYSERDA (state of New York)$6.00BNYClosedNYSERDA Tier 1 land-based renewables solicitation. 26 contracts (mix of solar, onshore wind, small hydro). 2,566 MW total. Drives ~$6B private investment, 5,000 GWh/yr expected output. First 23 contracts executed Dec 3, 2024; remaining executed May 2025.
Dec 2Power Purchase & OfftakeSolarAvangrid (Iberdrola Group)Portland General Electric (via Green Future Impact program for QTS / Meta data centers)120 MWORAnnouncedAvangrid's 6th OR solar facility. ~$20M PILOTs/property taxes. SEG Solar (Houston, TX) supplies 200,000+ panels. PGE's Green Future Impact program contracts with Avangrid; energy attributed to QTS data centers serving Meta. In-service 2026.

Change of Control

3 moves

Rachit Srivastava promoted to Chief Technology Officer at Sunrun

Promoted to CTO at the nation's largest residential solar and storage company. Reflects Sunrun's increasing focus on AI and technology-driven operations under CEO Mary Powell.

SEC filing

Dec 1

H. Keith Jennings joined as Chief Financial Officer at Array Technologies (from EVP and CFO, Weatherford International)

Jennings joined Array Technologies (the leading solar tracker manufacturer) from Weatherford International, bringing public company CFO experience to support Array's growth.

Press release

Dec 1

Stanley W. Connally, Jr. named EVP and Chief Operating Officer at Southern Company (from EVP, Operations, Southern Company)

Connally elevated to COO of Southern Co. — overseeing Vogtle 3 & 4 stewardship and Georgia Power's rapid build-out for Hyundai/QTS data-center loads.

Press release

Dec 4

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