Part of the solar M&A increase inactivity is driven by the sector’s growing role in Brazil’s energy matrix.

The solar energy M&A sector saw remarkable growth in 2024, with a 76% increase in transactions compared to 2023.

Our partner and Principal in Financial Strategic Advisory, Rodrigo Fraga, spoke with Capital Aberto to analyze this expansion, highlighting key drivers and investment opportunities for companies and investors.

In Distributed Generation (DG), for example, projects have been delivering higher returns than centralized generation (CG), attracting a wave of funds looking to consolidate the market. Meanwhile, in CG, self-production through equivalence has been a major factor in the rise of M&A activity, as companies acquire shares in projects to secure lower energy costs.

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