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Strategic M&A for the Energy Sector

July 29, 2026 Online :: Central Time

Mergers and acquisitions in the energy sector have become more complex than ever. Rapid shifts in technology costs, evolving regulatory frameworks, new federal incentives, and the growing demand for decarbonization are reshaping how utilities, developers, and investors evaluate and structure deals. At the same time, organizations are navigating uncertain market conditions and increased competition for high-quality assets.

This course provides a practical roadmap for navigating today’s energy M&A landscape. Participants will gain the tools needed to evaluate opportunities, structure successful transactions, and execute effective integrations in a market increasingly defined by renewable growth and hybrid energy portfolios.

Unlock the keys to successful mergers and acquisitions in the ever-evolving energy sector! This program offers practical insights into strategic deal-making, renewable asset valuation, regulatory considerations, and post-merger integration. Whether you are exploring renewable energy investments, utility consolidation, or portfolio expansion, this course equips you with the tools to navigate today’s dynamic market.

  • Gain a deeper understanding of the current energy market, including capital trends, technology costs, and the rise of hybrid portfolios spanning wind, solar, and storage.
  • Learn how net-zero commitments, grid modernization, and distributed energy resources are shaping acquisition strategies and capital allocation.
  • Discover key evaluation techniques for renewable assets, regulatory approvals, tax credits, and power purchase agreements.
  • Master financial modeling, risk assessment, and structuring strategies, including tax equity, joint ventures, and platform vs. asset transactions.
  • Navigate federal and state approval processes and design effective post-merger integration plans to maximize operational efficiency and workforce alignment.
  • Explore emerging deal themes, capital availability, and competitive dynamics between strategic and financial buyers.

Secure your spot today and stay ahead in a market defined by decarbonization, electrification, and technological transformation.

Learning Outcomes

  • Analyze the current M&A landscape in the energy sector and identify key macroeconomic and industry drivers shaping deal activity
  • Evaluate strategic motivations behind energy-sector mergers and acquisitions, including decarbonization goals, portfolio reshaping, and infrastructure investment
  • Differentiate between asset acquisitions and platform transactions and assess their implications for risk allocation and growth strategy
  • Assess due diligence considerations for renewable energy assets, including interconnection risk, resource variability, EPC performance, and power purchase agreements
  • Examine regulatory and policy factors affecting energy M&A transactions, including federal oversight and state utility commission approval processes
  • Apply valuation approaches commonly used in the energy sector, including discounted cash flow modeling and merchant risk analysis
  • Analyze revenue structures in renewable energy projects, including power purchase agreements, capacity payments, and ancillary service revenues
  • Evaluate the role of federal incentives and tax credits, including investment and production tax credits and transferability provisions under current policy frameworks
  • Compare tax equity structures and joint venture models used to finance renewable energy investments
  • Identify integration challenges and best practices associated with post-merger operations, including technology systems, workforce alignment, and operational optimization

Register

Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all attendees for 7 days after the event

REGISTER NOW FOR THIS EVENT:

Individual attendee(s)$ 995.00 each(early bird rate)
(price after July 17, 2026 is $ 1,095.00)
Volume pricing also available

Individual attendee tickets can be mixed with ticket packs for complete flexibility

Pack of 5 attendees$ 4,230.00 (15% discount)(early bird rate)
(price after July 17, 2026 is $ 4,655.00)
Pack of 10 attendees$ 7,960.00 (20% discount)(early bird rate)
(price after July 17, 2026 is $ 8,760.00)
Pack of 20 attendees$ 14,925.00 (25% discount)(early bird rate)
(price after July 17, 2026 is $ 16,425.00)

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before June 26, 2026 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800

Agenda

Wednesday, July 29, 2026
Central Time

Online

Log In

8:45 AM

Lunch Break

12:00 - 1:00 PM

Adjourn for the day

5:00 PM

8:45 AM - 9:00 AM

Log In

9:00 - 9:45 AM

Strategic M&A Landscape in the Energy Sector

Current Market Environment

  • Capital markets, interest rates, and financing conditions
  • Supply chain pressures and technology cost trends
  • How today’s deal landscape differs from prior cycles

Industry M&A Trends

  • Platform vs. asset acquisitions
  • Rise of hybrid portfolios (wind, solar, storage)
  • Transmission and distribution consolidation

Key Market Drivers

  • Decarbonization mandates and corporate net-zero goals
  • Load growth from electrification and data centers
  • Distributed energy resource expansion
9:45 - 10:30 AM

Strategic Drivers of Energy M&A

Clean Energy Strategy & Capital Allocation

  • ESG pressures vs. shareholder return expectations
  • Net-zero commitments as acquisition catalysts
  • Portfolio reshaping and capital recycling strategies

Grid Modernization & Infrastructure Investment

  • Transmission expansion and grid reliability
  • Digitalization and smart grid investments

Scale & Portfolio Strategy

  • Operational economies of scale
  • Geographic clustering of assets
  • Platform roll-up strategies
10:30 - 10:45 AM

Morning Break

10:45 AM - 12:00 PM

Due Diligence for Renewable Assets & Utilities

Renewable Asset Diligence

  • Project timelines
  • Resource risk and generation variability
  • Power Purchase Agreement (PPA) contract analysis

Tax Credits & Incentives

  • Investment Tax Credit vs. Production Tax Credit mechanics
  • Transferability and monetization under the Inflation Reduction Act
  • Bonus credits and compliance considerations

Utility & Regulatory Diligence

  • Rate base considerations and capital recovery
  • State regulatory approvals and commission oversight
  • Policy and regulatory risk assessment
12:00 - 1:00 PM

Lunch Break

1:00 - 2:00 PM

Valuation & Financial Modeling in Energy M&A

Core Valuation Frameworks

  • Discounted cash flow models for contracted renewable assets
  • Cost of capital in a higher-rate environment

Revenue Modeling

  • Power purchase agreements and contracted revenue
  • Capacity payments and ancillary services
  • Energy storage arbitrage economics and revenue stacking

Policy Impacts on Valuation

  • Tax credit transfer pricing
  • Sensitivity analysis for policy risk scenarios
2:00 - 3:00 PM

Deal Structuring & Tax Equity

Tax Equity Structures

  • Partnership flip structures
  • Sales-leasebacks
  • Inverted leases

Joint Venture Models

  • Strategic utility and developer partnerships
  • Minority investments and governance rights

Asset vs. Platform Transactions

  • Risk allocation differences
  • Earnouts and contingent payments
  • Development pipeline valuation
3:00 - 3:15 PM

Afternoon Break

3:15 - 4:15 PM

Regulatory Review & Post-Merger Integration

Regulatory Approval Process

  • Federal Energy Regulatory Commission merger review
  • Market power and transmission approval considerations
  • State Public Utility Commission approvals and ratepayer impacts

Integration Planning

  • SCADA and operational system integration
  • Data harmonization and cybersecurity risk
  • Operations and maintenance optimization
4:15 - 5:00 PM

Energy M&A Outlook

Emerging Deal Themes

  • Storage and transmission bundling
  • Data center power demand
  • Electrification-driven load growth
  • Distributed generation consolidation

Capital Markets Outlook

  • Infrastructure fund capital availability
  • Debt financing environment
  • Strategic vs. financial buyer competition

Instructor

Ali Amirali

Senior Vice President

Lotus Infrastructure Partners

Ali Amirali is a Senior Vice President of Lotus Infrastructure Partners. In this role, he is responsible for the construction of Lotus’ Delaney-Colorado River high-voltage transmission assets, as well as for new business/project opportunities in the transmission and distribution arena in North America. He also supports the origination, development and acquisition activities associated with utility-scale power generation and storage projects.

Prior to joining Lotus’ predecessor in August 2010, Mr. Amirali held a variety of key technical and leadership positions at Element Power, LS Power, Calpine Corp., California Independent System Operator and Pacific Gas and Electric Company. He has participated in the development and interconnection of more than 5,000 megawatts of electric generation in the Western U.S. and Mexico and has developed and managed several large transmission line projects designed to improve reliability, reduce congestion, and deliver energy from thermal and renewable resources.

Continuing Education Credits

IACET

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EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.

EUCI is authorized by IACET to offer 0.7 CEUs for this event

Verify our IACET accreditation

 

Who recognizes IACET Credits?

Requirements for Successful Completion of Program

Participants must log on and be in attendance for the entirety of the course

Instructional Methods

PowerPoint presentations and open discussion will be used

CPE

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 7.5
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
Advanced Preparation: None

CpeEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

CLE

Only registered attendees can request CLE credits for an EUCI course/event. Please email [email protected] prior to the course start date and list the state where you are licensed and your bar# as well as the name and date of your course/event in your request, and someone will be in contact.

Who Should Attend

  • Chief Financial Officer (CFO) – Utilities & Renewables
  • Vice President, Corporate Development
  • Director of Mergers & Acquisitions
  • Director of Strategy – Utilities & Renewables
  • Investment Director – Energy Infrastructure Funds
  • Project Finance Manager – Renewable Energy Projects
  • Director of Regulatory Affairs
  • Portfolio Manager – Power & Utility Assets
  • Business Development Manager – Clean Energy Projects
  • Renewable Energy Asset Manager
  • Infrastructure Investment Analyst – Energy Sector
  • Energy Storage & Electrification Project Leads