NPM Interconnections (US) – Episode 204: Mike Mohamed | Solomon Partners

In this episode, Michael Mohamed, Director of Energy Transition at Solomon Partners, speaks with Heerea Rikhraj about the resurgence of renewable energy and infrastructure M&A in 2026. Mohamed explains how greater policy certainty, pent-up capital demand, and the race for scale have driven a sharp increase in transactions, particularly for development-stage assets and renewable platforms. The conversation also explores the explosive growth of AI infrastructure, powered land, and data cent...