Building Value Across Power Generation & Electrical Infrastructure

Building Value Across Power Generation & Electrical Infrastructure

From the equipment and engineering that create new capacity, through the EPC contractors and electrical specialists that install and integrate it, to the service providers that maintain, repair and upgrade critical assets, Alantra advises across the full power value chain. This breadth of sector coverage gives us a connected view of the market, from new-build investment through to the long-term operation and optimisation of installed infrastructure.

Advising the business behind the power build-out

Alantra is the leading M&A advisor to the vitamins, minerals and supplements (“VMS”) CDMO sector. Since 2020, we have completed 18 VMS CDMO transactions across 12 countries including eight in the last 18 months giving us an unmatched perspective on the companies, buyers and investors and individuals shaping the market.

Alantra advises founders, families, private equity owners and corporate groups across power generation, transmission and consumption. We combine sub-sector knowledge, direct relationships with the strategic and financial buyers active in the space, and cross-border execution from offices in the US, Europe, Latin America and the Middle East.

A sector reshaped by load growth, capacity constraints and reindustrialisation

Electricity demand is growing for the first time in a generation. Data centre build-out and AI compute, electrification of transport and heat, onshoring of manufacturing and the retirement of ageing thermal capacity are all pulling in the same direction: more generation, more grid, and far more work for the companies that design, build, service and upgrade it.

Supply has not kept pace. Long-lead equipment is constrained, with OEM order backlogs in many cases extending four to five years, and skilled field labour is the binding constraint on delivery. That scarcity is showing up in valuations across the chain — from equipment manufacturers to electrical contractors.

It is also changing what buyers want. Strategics and sponsors are looking past single-technology exposure towards businesses with recurring aftermarket revenue, installed-base access, multi-OEM capability, and the engineering and field workforce to execute on committed backlog.

The result is a deep and unusually broad buyer universe: OEMs building out service networks, EPC and integration platforms consolidating regionally, industrial services roll-ups, and infrastructure and private equity capital pursuing platform theses across the power system.

Our practice covers the full asset lifecycle — not just the turbine

We advise across five stages of the power asset lifecycle. Select a stage to see the relevant transactions.