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Dealflow: May 1 - 7

2 deals tracked·3,338 MW total capacity·6 executive moves

Published Thursday, May 1, 2025

The Week in Deals

2 deals
DateDeal TypeTechSeller / SponsorBuyer / FinancierSizeLocationStatusNotes
Oct 1Project & Portfolio M&ANatural GasLotus Infrastructure PartnersVistra Corp$1.90BMulti-stateClosedVistra acquired Lotus Infrastructure's natural gas portfolio for $1.9B. 2.6 GW across 7 plants. Part of Vistra's strategy to expand dispatchable capacity for data center demand.
Mar 12Project & Portfolio M&ANatural GasRockland CapitalNRG Energy$560MMulti-stateClosedNRG Energy acquired six natural gas generation facilities from Rockland Capital for $560M.

Change of Control

6 moves

Mark McGough joined as Chief Executive Officer at Clean Energy Systems

McGough brings 30+ years of energy technology experience to lead CES, a pioneer in carbon-free combustion technology and zero-emission power solutions.

Press release

May 1

Tristan Grimbert joined as President and Chief Executive Officer at EDF power solutions North America (from President and Chief Executive Officer, EDF Renewables North America)

EDF Renewables NA + EDF International Division Americas merged into "EDF power solutions North America" under Grimbert (CEO since 2008). Reflects EDF's strategy of integrating renewables with grid-scale, distribution, optimization and onsite businesses — pivoting from pure-play renewables to full energy-services platform.

Press release

May 1

Kodwo Ghartey-Tagoe promoted to EVP and CEO, Duke Energy Carolinas; Head of Natural Gas Business Unit at Duke Energy

Succeeded retiring Julie Janson (39-year Duke veteran) as CEO of Duke Energy Carolinas. Ghartey-Tagoe's move from CLO to an operating unit CEO is an unusual cross-functional promotion that positions him in a critical regulated utility leadership role.

Press release

May 2

Julie Janson departed Duke Energy as EVP and CEO, Duke Energy Carolinas

37-year Duke veteran Janson retired as Carolinas CEO — her departure triggered the Ghartey-Tagoe promotion and broader leadership reshuffle at the utility deepest in nuclear and data-center load growth.

Press release

May 2

Alex Glenn joined as EVP and Chief Legal Officer at Duke Energy (from EVP and CEO, Duke Energy Florida and Midwest, Duke Energy)

Glenn moved from running Duke's Florida/Midwest utilities to Chief Legal Officer at corporate — part of the May 2025 reorganization tied to Janson's retirement.

Press release

May 2

Louis Renjel named EVP and CEO, Duke Energy Florida and Midwest at Duke Energy (from EVP, Chief Corporate Affairs Officer, Duke Energy)

Renjel promoted from corporate-affairs role to lead Duke's Florida and Midwest jurisdictions — the May 2025 reshuffle distributed Janson's former responsibilities across three SEVPs.

Press release

May 2

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