Energy and Utilities
The energy and utilities markets are rapidly evolving and are top of mind for many investors: those hunting rapid growth in energy and energy transition; stability in traditional utilities; market dislocation opportunities in conventional energy; or a combination of stability and upside that you can find in diversified services and products companies selling into utilities.
Whether you are looking at an asset in the distributed energy space, grid services, water treatment, or solar, the CDD needs to incorporate matters such as uncovering how regulation, sourcing preferences, technology adoption, and capital cycles shape opportunity and risk. Voice of "customer" (or Voice of Prime Contractor; Voice of Regulator/Influencer; etc.) research from commercial and municipal customers, utilities, developers, consultants, and project engineers will help shape and inform the investment thesis and value gen planning.
Matters Graph has vast experience across energy—renewables, conventional, centralized, and decentralized (microgrids, DG, etc.)—as well as other utility types including water, sewer, gas, digital, and related; and across business models including development, project management, utility-focused products, O&M services, distribution, and more.
Recent Matters Graph Energy and Utilities project examples include (for details on Matters Graph Diligence exercises covered in PitchBook, click on the PitchBook 
icons below to view deal details):
Renewables / Decarbonizing
- Battery technologies
- C&I solar PPAs
- Carbon capture solutions
- Cogeneration/combined heat and power (CHP) microgrids
- Community solar
- Decarbonized district energy
- Decarbonized supplemental and backup energy solutions
- Demand Side Management (DSM) services
- Distributed solar generation development and operations
- Emissions control solutions (vapor recovery and combustion)
- Energy decarbonization strategies and consulting
- Energy services consulting
- Energy transition, electrification, and energy efficiency program management services
- ESCO (energy services company including project management and retrofit services)
- EV charging infrastructure
- Generators and uninterruptible power supplies
- Meteorological (MET) campaign and O&M data solutions for Utility Scale Renewable
- Nuclear energy plant engineering services
- Refurbished low voltage transformers and disposal services
- Renewable asset performance management
- Renewable energy software management platform
- Renewables/expand solar access
- Solar EPCM
- Solar power rental services
- SREC trading (solar renewable energy credits)
- Utility scale electrical balance of systems (EBOS) solar equipment
- Utility scale solar foundation construction and racking system installation services
- Utility scale solar and storage EPC services
Conventional
- Co-gen EPC and project management services
- Control rooms for T&D
- Construction services for electrical and gas utilities
- Contaminant removal for water and wastewater treatment trains
- District energy
- Distribution line maintenance and construction
- Distribution line upgrade engineering services
- Distribution transformers manufacturing
- Distribution and transmission switches
- Downstream oil and gas support service
- Drones for transmission and distribution line construction and maintenance
- Electrical substations for oil and gas pipelines
- Electrical switchgear, reclosers, and fuses
- Energy markets data services
- Energy procurement services
- Explosive materials and services for mining and extraction
- Frac equipment, consumables and R&M services
- Fuel and lubricant distribution services
- Fuel storage, dispensing equipment and installation services—retail and fleet
- Fuel storage and dispensing maintenance, repair, and inspection services
- Metering administration solutions
- Oil and gas equipment and instrumentation
- Oil and gas upstream and downstream operations
- Oil and gas upstream components
- Outsourced natural gas maintenance services
- Pipeline construction and maintenance
- R&M downstream services
- Repair and servicing of well site stimulation ("frac") pumps
- Residential utilities safety and compliance
- Retail and fleet—fuel storage, dispensing equipment, and installation services
- Technical sub-grade, above-grade & turnkey construction and R&M of substation and transmission facilities
- Transmission and distribution line construction and associated services
- Transmission line stringing
- Underground infrastructure inspection services
- Underground utility location services
- Upstream onshore and offshore oil and gas solutions
- Utility infrastructure services
