S2G Investments

What if you could rethink what's possible in power generation? Join us on June 30 for the official launch of our newest innovation and discover how it could change the future of power generation. Be among the first to see the product revealed, learn how it works, and explore the impact it can have across industry applications. Register now: https://lnkd.in/gQfnjcy7 #RethinkWhatIsPossible #PowerGeneration #FutureOfPower #Webinar #ANAInc

$1 Billion proof that the next 30 years will be the era of physical systems investing: I’m in Chicago at S2G’s Summit, where they just announced the close of Solutions Fund I at $1B - their largest fund ever, raised in one of the toughest fundraising environments in over a decade. Sit with that for a second. For fifteen years, the assumption was that the best returns lived in software, and the physical economy was someone else's problem. That assumption is breaking - and the capital flows are starting to show it. $25-100M growth checks into food, energy, and ocean businesses with real revenue, customers, and margins. Not green premiums. Not subsidy dependence. Companies that win on cost, performance, and resilience. A few signals worth noting from the close: - $300M already deployed across 10 companies, with the first exit booked - Urbint acquired by Itron. - The portfolio is unmistakably commercial. ANA's hybrid generators cutting customer opex 50-80%. Exacto improving herbicide performance up to 90% across 130M U.S. acres. Echandia anchoring the first high-speed zero-emission ferry network in the country via San Francisco Bay Ferry's REEF program. - The Missing Middle is finally getting funded. The financing gap between early-stage venture and infrastructure capital has been one of the most expensive market failures of the last decade. $1B purpose-built for growth-stage physical-systems businesses is a structural fix. S2G now manages $2.8B across 120+ portfolio companies. This is not a thesis being tested anymore. It is a thesis being scaled. Energy. Water. Food. That’s where the next decade of returns gets earned. Congratulations to Sanjeev Krishnan, Chuck Templeton, Aaron R., and the entire S2G Investments team. One of the cleanest proof points yet that the rotation from bits to atoms is real. #realassets #climatefinance #foodsystems #energytransition #resilience #atomsoverbits

Managing Partner and Chief Investment Officer Paul Lisiak recently participated in S2G Investments’ ninth annual #S2GSummit, which brought together leaders across investing, technology, infrastructure, and agriculture to explore what it takes to build the markets, companies, and capital structures the current environment demands. Paul discussed Metropolitan Partners Group’s approach to identifying “fishing holes” – or sectors and sub-asset classes not yet exploited by traditional lenders – as repeatable and sustainable sources of opportunity, as well as the “E-shaped” economy we see taking shape in the U.S. and how this dynamic informs our investment decision making.    Thank you to the S2G team for hosting such a thoughtful event, and to everyone who contributed to the discussion throughout the day.   Read the full recap here: https://lnkd.in/g7CAjP3c   #PrivateCredit #LowerMiddleMarket #Investing

I have never had hype-up music to walk on stage to until the S2G Summit. My only modest complaints are that 1) Sanjeev's song to start the day, Welcome to the Jungle, felt like a more appropriate title for my talk; 2) I had only 15 minutes to explain to a room full of investors and entrepreneurs how to understand and navigate today's complex investing environment and 3) when, as I stepped on stage, DJ Khaled asked for "everyone's hands go up," I did not, in fact, see everyone's hands go up. The exam question I was given mirrored what investors have been asking: how do I allocate capital with conviction and a margin of safety in a deglobalizing world with a complicated, rapidly evolving thicket (or, to keep the musical theme intact, jungle) of potential risks and opportunities. Three pieces of advice from me are: ➡️ Start with a good map: Start by seeking to understand the interplay of AI, energy, and security & resilience. And be sure to ground this understanding in reality vs. headlines (e.g. AI capex dominates headlines but energy transition capex is multiples larger with AI as only the 5th largest driver of that growth globally) ➡️ Watch for the forks in the road (or potentially the snakes in the grass?): The near-term race for GPUs and electrons, may have significant forks in the road to track. Will data centers evolve to models that get them online faster in exchange for some flexibility in their power demand (e.g. on-site generation/storage; operational flexibility)? Will system dynamics change substantially as inference moves to the periphery and potential to being on-device? ➡️ Bring your compass: What are the core tenants to navigating this potential opportunity set? Aim to find positive convexity to accelerating growth themes without leaning out the risk curve; center on evergreen robust and resilient value propositions (like saving money); target protected business models within value chains; get margin of safety by being on the right side of capital supply-demand imbalance Thanks S2G Investments, Sanjeev Krishnan, Chuck Templeton, Aaron R., Jessica Murphy so much for having me - great agenda, great content, great attendees.

📣 Making the Mark 2026 is here 📣 The latest edition of BlueMark's flagship report offers an insight into: 📊 Verification Findings - Is the market beginning to reach a consensus? Robust impact management and reporting is now table stakes for impact investors. 🏆 2026 Leaderboards - Find out which investors are setting the bar for impact accountability! Congratulations to all those that qualified for our Practice and Fund ID Leaderboards this year! 🚀 BlueMark IQ - This year’s report features insights from BlueMark’s brand new platform for asset allocators, offering a deeper understanding of the impact investing landscape. Download the full report: https://lnkd.in/er5PXqfF #MakingTheMark #ImpactInvesting #SustainableInvesting #BlueMark #BlueMarkIQ

While the ocean has been historically underinvested, the paradigm is shifting rapidly. This is not a niche area for capital. At S2G Investments, we see a massive market opportunity here. By leveraging tools like earth observation, software, sensing, data integration, predictive analytics and - oh yeah - AI, companies are unlocking unprecedented ocean intelligence and transforming the blue economy. We’re thrilled to be investing in solutions that foster both economic resilience and thriving aquatic systems. Thank you, Justin Worland and TIME, for sharing our views on this sector, and also for spotlighting two S2G portfolio companies, Ocean Aero Inc and Matter. Read the article: https://lnkd.in/gHqiQxrS Adam Root  Kevin Decker #Ocean #BlueEconomy #Investing

Congratulations to Bailey McCallum and Goshe Energy Storage on your strategic financing! We're thrilled to welcome you to the S2G portfolio! Goshe is a developer, owner, and operator of utility-scale battery energy storage systems (BESS). U.S. power markets are facing a generational shift as electricity demand enters its most aggressive growth phase since the turn of the century. The surge in load growth is outstripping the grid’s ability to absorb and balance power in real time, exposing a structural need for dispatchable storage at scale. BESS sits at the center of the solution. Through S2G’s Special Opportunities strategy, we have provided a strategic HoldCo debt facility of up to $40 million to support Goshe as it accelerates the acquisition and construction of late-stage utility-scale BESS projects across the U.S. In tandem with this facility, Goshe has reached a major milestone with its first 100 MW asset in the ERCOT market becoming fully operational. We look forward to working with the Goshe team on their mission to provide grid reliability across U.S. markets. Read more about S2G's partnership with Goshe: https://lnkd.in/g7TnQH5Q See the official announcement: https://lnkd.in/gSTABZQQ Andrea Woodside Matthew LaPorta #capital #financing #BESS #energy Photo credits: Goshe Energy Storage, Dietz Studio