2023年4月5日

幾乎一個星期過去了,還沒有一項最新調查表明並購活動在2022年的下滑。據估計在2021年並購熱潮後下降了18%。然而,看起來有點仔細地揭示了一個更微妙的情形。中層並購仍相當一致,某些行業持續增長。最突出的增長領域之一是清潔能源,在那裏有更多的交易在2022年比前一年。有2047交易在2022年清潔能源公司,從1362年的2020。行業數據隻有在未來幾年預計這一數字將上升為脫碳的進程加快。領導畢馬威的清潔能源並購團隊Gavin Quantock認為他的團隊將利用“疾風驟雨的”部門。Gavin Quantock“我們會越來越強大,從來沒有一個更激動人心的時刻是在能源工作。有如此多的並購活動的部門,隻有繼續,我想確保我們保持它的核心”Quantock說,他的團隊是最大的清潔能源團隊的城市,從2019年的8個35英畝發展。 The team work on mobilising “the wall of capital focused on decarbonising the planet”. Quantock describes decarbonisation like a rocket. “There’s an initial lift-off phase to take the rocket into orbit before a second phase in orbit when it really takes off.” Clean energy investment is about to hit the second phase, Quantock argues, and its not difficult to see why. Last year, the US government unveiled the $369bn Inflation Reduction Act , the largest climate-related investment in history. Industry estimates suggest the package will more than triple US clean energy production by 2030. The EU is already organising its own response, the ‘Green Industrial Plan’ which will include loosening state subsidies for member states. In the UK meanwhile, the government is expected to launch a range of incentives and subsidies for clean energy producers later this year. The scale of government intervention is a reflection of the challenge. According to a recent report from international think tank The Energy Transition Commission, capital investment will need to average $3.5tn a year between now and 2050 to reach net zero. At the moment, around $1tn is invested in clean energy globally. Read more Clean energy is a broad label. It covers everything from solar and wind, to hydrogen and biomass. While there have been questions about whether it is wise to pursue growth across the sweep of clean energy industries, Quantock suggests its best to pursue a range of different options to suit the different needs around the world. “There needs to be a mixed energy economy” Quantock said, saying “there’s a clean energy source for everyone.” Across all sectors clean energy is expected to increase to 5,600 gigawatts over the next five years, up from 2,400 gigawatts at the moment. It can only increase at that speed with a substantial influx of capital – “there is a lot of dry powder out there ready and willing to enact the energy transition” Quantock says. Quantock’s team closed the UK’s most recent green hydrogen deal with GeoPura, whose customers include the BBC and HS2. GeoPura received £36m in investment from a consortium including General Motors’ investment arm and Barclays Sustainable Impact Capital. Perhaps most prominently, Quantock worked with Octopus Energy for four years , helping to bring in a range of different investors – including Tokyo Gas and Al Gore’s investment fund. With Quantock, Octopus raised over £1bn. Octopus now provides energy to around five million households. Last November, Cornwall Insight said Octopus is now the third-biggest supplier in the country with a 16 per cent share of the market, firmly disrupting the traditional big six. Quantock said Octopus is a “truly talented business”. And “energy is more global than ever”, Quantock says. He has concluded transactions in Finland, Sweden and Korea as well as domestic mergers. With so much more to be done around the world to finance the transition, Quantock and his team are likely to be in high demand for years to come. Read more Audit