NewQ1 2026 Clean Energy Deal Intelligence Report is live

TECHNOLOGY

Solar Deals

Utility-scale and distributed solar PV — project finance, tax equity, M&A, PPAs, and module manufacturing. The largest tracked technology category in the US clean energy deal stack.

Methodology

146

Tracked Deals

89.6 GW

Total Capacity

$59.70B

Disclosed Value

2023–2026

Period

Top Deals

By disclosed value
DateAsset / CounterpartiesSizeValue
Jun 9, 2025Sunnova residential solar platform — 500K+ customers, res…

Sunnova Energy International (Chapter 11)Solaris Assets, LLC; Atlas SP Partners; Lennar Homes; Omnidian

$10.67B debt restructured ($25M cash + asset bids)
Dec 11, 2024Climate & Communities Investment Coalition (CCIC) — 5+ GW…

Acadia Infrastructure Capital (anchored by Microsoft)Microsoft (anchor LP)

5.0 GW$9B (5-year pipeline target)
Jun 23, 2025Nexamp community solar expansion — $3.9B investment commi…

NexampMitsubishi (Diamond Generating Corp)

3.0 GW$3.9B (investment plan)
Sep 1, 2023Project Hestia (residential solar loan expansion)

Sunnova Energy InternationalUS Department of Energy (LPO)

$3B
Jan 1, 2024Orion Solar Belt — 1.3 GW portfolio of 4 utility-scale so…

SB Energy Global (SoftBank / Ares Management)J.P. Morgan, Bank of America, Morgan Stanley Renewables, Truist Bank, MUFG, Mizuho Americas, ING, SMBC, CIBC, Fifth Third Bank, Société Générale

1.3 GW$2.4B+
Jun 1, 2024Mammoth Solar — 1,300 MW utility-scale solar project in S…

Doral Renewables

1.3 GW$1.5B
May 15, 2025Mammoth Solar (Mammoth South + Mammoth Central I + Mammot…

Doral RenewablesKeyBanc Capital Markets, Santander, HSBC (debt); Truist (tax equity)

900 MW$1.5B
Nov 28, 2023Faraday Solar — 682.5 MW utility-scale solar with investm…

Excelsior Energy CapitalU.S. Bancorp Impact Finance ($400M tax equity), MUFG, Nord/LB (CLAs)

682.5 MW$1.3B ($400M tax equity + $460M loan + $300M tax equity bridge + $250M ancillary)
Sep 26, 2025TotalEnergies North America solar portfolio — 1.3 GW util…

TotalEnergiesKKR

1.4 GW$1.25B
Jan 1, 2024Double Black Diamond Solar (800 MWdc, Illinois)

Swift Current EnergyMultiple

800 MW$1.22B

Most Active Firms

Top Buyers / Financiers

#FirmDealsValue
1Microsoft10$748M
2Meta10$2.12B
3Meta Platforms9$1.41B
4Google6$2.40B
5Multiple3$1.72B

Top Sellers / Developers

#FirmDealsValue
1Recurrent Energy (Canadian Solar)5$463M
2Invenergy5$1.10B
3EDP Renewables North America4
4Pine Gate Renewables4$1.51B
5ENGIE North America4$900M

Technology Mix

Solar146 deals · 89,639.1 MW

Deal Type Mix

  • Power Purchase & Offtake46
  • Project Finance45
  • Project & Portfolio M&A24
  • Corporate M&A10
  • Tax Equity & Tax Credits9

Activity by Year

202315 deals · 5,338.5 MW · $6.20B
202451 deals · 38,932.2 MW · $21.35B
202534 deals · 23,472 MW · $25.22B
202646 deals · 21,896.4 MW · $6.93B

Recent Deals

Latest 10

Recent Moves at Active Firms

All moves →
  • David Carroll appointed Board Chair at American Clean Power AssociationFeb 23, 2026

  • Seth Richardson promoted to Partner, Project Development & Finance at Latham & WatkinsFeb 20, 2026

  • Thomas Verity joined as Partner, Energy M&A at Norton Rose FulbrightFeb 15, 2026

  • Colin Parkin promoted to President at Canadian SolarJan 20, 2026

  • Timothy Fitzpatrick promoted to Partner, Global Project, Energy and Infrastructure Finance at MilbankJan 1, 2026

Related

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