Power Generation & Distribution
Power is becoming a strategic constraint and growth opportunity across the industrial economy. 23.5 Strategies helps clients evaluate generation, distribution, reliability, infrastructure, demand growth, commercial models, and capital implications.
Perspective
How we think about power.
Power is moving from a background utility cost to a central strategic issue. Load growth, grid reliability, electrification, data centers, industrial expansion, transmission constraints, generation mix, regulatory pressure, and capital investment are reshaping the economics of power generation and distribution.
23.5 Strategies advises companies, investors, and leadership teams evaluating the strategic, commercial, and capital implications of power markets. The firm's work is not technical engineering design. It is focused on market strategy, investment judgment, commercial models, customer demand, infrastructure constraints, risk, and business positioning.
Power now sits directly beside energy, infrastructure, manufacturing, logistics, and industrial competitiveness. Companies must understand not only what power costs, but whether power is available, reliable, scalable, and strategically aligned with growth plans. Investors must understand where demand is durable, where constraints create opportunity, and where capital deployment can generate defensible value.
23.5 helps clients understand the business implications of power generation and distribution without reducing the conversation to engineering jargon or policy slogans. This focus area is especially relevant for investors evaluating power-adjacent opportunities, industrial companies assessing energy strategy, infrastructure developers, distributed generation platforms, and businesses exposed to reliability or energy cost risks.
Relevant Advisory Work
Representative work.
- Power market opportunity assessment
- Industrial power strategy
- Distributed generation and infrastructure evaluation
- Demand and customer analysis
- Investment thesis development
- Commercial model design
- Strategic partnership assessment
- Energy reliability and infrastructure analysis
- Board and investor narrative support
- Power-related capital allocation review
Relevant Capabilities
Growth Strategy & Value Creation
Identify where value compounds, where it leaks, and where leadership attention will move the curve.
M&A, Capital & Transaction Advisory
Operator-led judgment on the decisions that drive transaction outcomes — before, during, and after the deal.
Executive Advisory & Strategic Communications
Senior counsel for CEOs, founders, and leadership teams at the intersection of decisions, stakeholders, and narrative — when reputational and strategic risk converge.
Engagements
Engage the firm on power.
The firm engages selectively. If your situation warrants senior counsel, we will respond personally.