Latest / The Buyout Show with Fexingo: Private Equity, Roll-Ups, and Business Acquisitions
How Private Equity Is Buying Up Residential Solar Installers
Episode 36 of The Buyout Show: Lucas and Luna dive into the rapid consolidation of residential solar installation companies by private equity firms. They focus on the specific case of SunPower's fall from grace and the roll-up play by Sunlight Financial and Palmetto Solar. The hosts explain the economics of the 'solar-as-a-service' model, why PE firms are attracted to the recurring revenue from long-term lease contracts, and the risks of policy changes and customer churn. They also discuss the controversial practice of dealer-originated leases and how it mirrors the…
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