Shaun Abrahamson’s Post

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Managing Partner at Third Sphere

Question. Who should we meet about climate hardware exits or more specifically M&A . We have IPOs and private secondaries pretty well covered, but happy to learn more. We’re now approaching 10x in climate investments since 2021 compared to cleantech 1.0. We’ve unfortunately repeated some of the mistakes and there are some signs that large bets will fail. But there are also some fast growing, even profitable climatetech startups. The problem is we don’t have many exits to confirm that this time is different. The last required step is to turn paper gains into cash. Unfortunately, as we learned about fundraising, the software playbook isn’t reusable because so many of the companies include hardware. So who has figured this out? Could be founders, investment bankers or folks who’ve led corp dev. Main specific qualification is they’ve worked on deals involving hardware or climate, or both. Please add to the comment s (if you prefer email or DM, that works too).

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Shaun Abrahamson

Managing Partner at Third Sphere

3mo

Your reminder that so many people are awesome and generous and want to help. Dont forget to ask.

Claire Veuthey

M&A for climate & sustainability companies

3mo

Hi Shaun Abrahamson , let’s talk! Wesley Newburg and I are trying to figure it out.

Daniel González

Driving Sustainability + Tech + Business | Enabling Careers for Climate, Immigrants, and Low Income Backgrounds | Public Speaker | Aspiring Chief Sustainability Officer and Negotiator | Ex Google, Esri, WRI, Yale

3mo

When you say climate hardware, what exactly does that mean for you? 😊

Ainee Athar

Stanford MBA/MS Candidate | Climate Tech | Industrial Decarb | Philanthropy

3mo

There are deal structures that exist in traditional energy financing that may be relevant, as well as deep diving into strategics and how VCs can just start supporting acquisitions with major incumbents. Will the returns pencil out? Unclear of that.

Daniel Myers

Connected HVAC, Electrification, Energy Efficiency, Comfort

3mo

I don’t have answers first hand but I do have some ppl that you should talk to

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Happy to chat, please DM me…

Albert Lin

Senior Vice President | Investments at Brookfield Asset Management

3mo

Hi Shaun! Happy to chat; please feel free to DM me.

Zsombor Vincze

Strategic finance professional

2mo

Hi Shaun - I have ideas/leads. Happy to chat.

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