Power

Key Figures

Capacity Under Management

1,020 MW

As of March 31, 2025

Capacity Under Exclusivity

~2,600 MW

As of March 31, 2025

Capacity Under Diligence

~8,200 MW

As of March 31, 2025

Overview

What We Do

We acquire, develop, and manage critical energy assets such as interconnects, powered land, and other electrical infrastructure. Active portfolio management and ongoing asset optimization support our focus on maximizing long-term, risk-adjusted returns.

01Power Generation

Capacity Provision & Merchant Energy Sales

Through a joint venture with Macquarie, we own and operate a 310 MW portfolio of natural gas power plants in Ontario, Canada. These facilities generate revenue through capacity contracts and merchant energy sales within the Independent Electricity System Operator, which manages the Ontario electrical grid.

02Managed Services

Infrastructure Development Partnerships

Through our Managed Services business, we extend our expertise in energy and digital infrastructure design, construction, and operations to institutional asset owners. Our end-to-end partnership model is designed to align incentives and unlock scalable, long-term value for our partners.

Our Difference

What Sets Us Apart

A power-first approach differentiates us from traditional data center operators, who have historically treated power acquisition as an afterthought in the digital infrastructure development process.

Equipped with a deep understanding of grid architecture, regulatory dynamics, and the market impact of our load profiles, we seek to identify and secure what we believe to be the most attractive development opportunities in the market.

Origination is, above all, a matter of people and execution. It is a highly specialized discipline that requires deep market expertise, regulatory insight, commercial acumen, and industry credibility. These capabilities are neither widely held nor easily acquired, which is why building the right team is one of our highest priorities.

Asher Genoot・Chief Executive Officer

Our team is led by former executives and team members from some of North America’s largest generation owners, utilities, energy investment firms, infrastructure developers, and trading desks.

Our Team

Sean Glennan

Chief Financial Officer

Greg Irwin

Senior Vice President, Energy

Brad Richter

Senior Vice President, Energy

Chris Vickery

Vice President, Energy