NewQ1 2026 Clean Energy Deal Intelligence Report is live

Mitch Davidson

Investor / Fund Manager

Lead, US Business Management Team at Brookfield

10

Deals Attributed

$24.92B

Deal Value

39.9

GW Capacity

2

Positions Held

Career Timeline

Lead, US Business Management Team

Brookfield

Feb 2023Present

Chief Executive Officer and Managing Partner

Brookfield Renewable US

Jan 2020Feb 2023

Attributed Deals(10 deals)

Deals attributed based on Mitch Davidson's role at the firm during the transaction.

2025(6 deals)
Oct 2025BuyerCherry Solar — 300 MW utility-scale solar, North Carolina (expansion of Dec 2024 framework)M&ASolar300 MW
Aug 2025BuyerDuke Energy Florida — regulated utility serving 2.1M customers (~12.5 GW); 19.7% non-controlling equity interestM&AHybrid$6.00B12,500 MW
Jul 2025DeveloperBrookfield US hydroelectric portfolio — Holtwood (250 MW) + Safe Harbor (420 MW) initial, scaling to up to 3,000 MW across PJM/MISO via relicensing/upgradesPPAOther$3.00B3,000 MW
Feb 2025BuyerNational Grid Renewables — 1.8 GW operating + 1.3 GW under construction solar, wind, and storage across 34 statesM&AHybrid$1.74B3,100 MW
Jan 2025FinancierEncore Renewable Energy community-scale solar + BESS pipeline — multi-asset Vermont and beyondFinancingSolar + Storage$389M
Jan 2025BuyerOrigis Energy — $1B+ strategic investment in US solar and storage developer with 1 GW operating, 3 GW construction-ready, 25 GW pipelineM&AHybrid$1.00B4,000 MW
2024(3 deals)
Dec 2024Buyer510 MW utility-scale solar portfolio in North Carolina and Virginia + exclusivity on 330 MW additional + 14 GW pipeline accessM&ASolar510 MW
May 2024DeveloperBrookfield-Microsoft framework PPA — 10.5 GW new renewable energy capacity across US and Europe (2026-2030)PPAHybrid$10.00B10,500 MW
Feb 2024DeveloperGoose Prairie Solar (Phase II) — Yakima County, Washington (BPA). MW not publicly disclosed.PPASolar80 MW
2023(1 deal)
Jun 2023BuyerDuke Energy Commercial Renewables — 5,900 MW operating + under construction wind, utility-scale solar, and storage assets across the USM&AHybrid$2.80B5,900 MW
How deal attribution works: Deals are attributed to individuals based on their role at a firm during the transaction period. C-suite executives and senior partners/MDs are attributed deals where their firm was involved as a principal, counsel, advisor, or lender. This is an inference — not all attributed individuals necessarily worked directly on every deal.