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Dealflow: August 4 - 10

1 deal tracked·36,000 MW total capacity·3 executive moves

Published Monday, August 4, 2025

The Week in Deals

1 deal
DateDeal TypeTechSeller / SponsorBuyer / FinancierSizeLocationStatusNotes
Aug 8Corporate M&ASolar+BESSAES Corporation public shareholdersGlobal Infrastructure Partners, EQT Infrastructure VI, CalPERS, Qatar Investment Authority$33.40BMulti-stateAnnouncedOne of the largest infrastructure take-privates in history. $15.00/share cash (40.3% premium to 30-day VWAP prior to July 8, 2025 Bloomberg report). Consortium: GIP (BlackRock) + EQT Infrastructure VI + CalPERS + QIA. 100% equity-financed at signing. Closes late 2026/early 2027 pending regulatory approval. Strategic rationale: capital flexibility for AES's 11.8 GW hyperscaler contracted pipeline (largely Microsoft).

Change of Control

3 moves

Mark Christie departed Federal Energy Regulatory Commission as Chairman

Christie — Trump's first FERC chair pick (designated Jan 20, 2025) — retired Aug 8 after term-expired June 30, having stayed on briefly to issue final orders. Departure left FERC with three sitting commissioners; pivoted handover to Rosner as interim chair pending Swett/LaCerte confirmations.

Press release

Aug 8

David Rosner named interim Acting Chairman at Federal Energy Regulatory Commission (from Commissioner, Federal Energy Regulatory Commission)

White House named Rosner — a Democrat with strong bipartisan support — as interim FERC chair on Christie's departure. Held the chair until Swett confirmed in October.

Source

Aug 8

W. Robert Shearer joined as Partner, Energy/M&A, Houston at Akin Gump (from Corporate Partner, BakerHostetler)

13-year BakerHostetler partner Shearer joined Akin's Houston bench — adds energy M&A capacity at a firm leaning into the post-OBBBA tax credit transferability and gas/power growth opportunities.

Press release

Aug 4

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