In this episode, Michael Mohamed, Director of Energy Transition at Solomon Partners, speaks with Heerea Rikhraj about the resurgence of renewable energy and infrastructure M&A in 2026.
Mohamed explains how greater policy certainty, pent-up capital demand, and the race for scale have driven a sharp increase in transactions, particularly for development-stage assets and renewable platforms. The conversation also explores the explosive growth of AI infrastructure, powered land, and data center development, attracting investors across the capital stack. Mohamed discusses financing trends, platform valuations, and why operating cash flow and scale are becoming critical advantages in today’s market.
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