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Dealflow: September 22 - 28

2 deals tracked·2,000 MW total capacity·2 executive moves

Published Monday, September 22, 2025

The Week in Deals

2 deals
DateDeal TypeTechSeller / SponsorBuyer / FinancierSizeLocationStatusNotes
Sep 25Project & Portfolio M&ASolar400 MWMulti-stateClosedLongroad Energy achieves financial close for 1000 Mile Solar, a 400 MWdc project with Meta EAPA offtake. Longroad (backed by NZ Super, Infratil, MEAG) has developed/acquired 6 GW and raised $17.3B.
Sep 23Corporate M&ASolar+BESSSempraKKR, CPP Investments$10.00BTXAnnouncedKKR-led consortium acquires 45% of Sempra Infrastructure at $31.7B EV ($22.2B equity). CPP Investments invests $3B for ~13% indirect stake. Portfolio includes LNG, pipelines, 1,600+ MW renewables. Port Arthur LNG Phase 2 ($14B) reached FID in parallel. Closes Q2-Q3 2026.

Change of Control

2 moves

Tina Francone named Director, Grid Deployment Office at U.S. Department of Energy (from Senior Advisor, Grid Deployment Office, U.S. Department of Energy)

Francone elevated from Senior Advisor to Director of GDO — the office overseeing transmission grants, interregional planning support, and major federal grid investments. Replaces Nick Elliot who moved to the National Energy Dominance Council.

Source

Sep 22

Nick Elliot joined as Senior Advisor at White House National Energy Dominance Council (from Director, Grid Deployment Office, U.S. Department of Energy)

Elliot moved from running GDO to the White House National Energy Dominance Council — repositioning federal grid policy leadership inside the West Wing rather than at agency level.

Source

Sep 22

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