M&AAnnouncedJanuary 5, 2026

Cogentrix Energy — 10 natural gas generation facilities, 5,500 MW CCGT and CT fleet

Vistra acquires Cogentrix Energy's 5.5 GW gas fleet to bolster reliability generation portfolio. Gross consideration $4.7B; net ~$4.0B after ~$0.7B tax benefits. Quantum Capital retained Cedar Bayou 4 (550 MW). Expected mid-single digit accretion in 2027. Expected close mid-to-late 2026 pending FERC, DOJ, and state approvals.

$4.00B

Deal Value

5,500MW

Capacity

Other

Technology

Multi-state

Location

Deal Details

Deal Type
Gas Generation Acquisition
Seller / Sponsor
Quantum Capital Group (Cogentrix)
Buyer / Financier
Vistra Corp
Deal Value
$4B ($2.3B cash + $0.9B stock + $1.5B debt - $0.7B tax benefits)
Stage
Operating
ISO/RTO
PJM, ISO-NE, ERCOT

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