Private Equity Energy Solutions

When a sponsor owns a dozen portcos across multiple states and sectors, each negotiating energy independently leaves real EBITDA on the table. We consolidate procurement across the portfolio — driving margin lift at every portco with no work at the fund level.

20–30% Bundled Portfolio Savings
1 Point of Contact
15 Deregulated States

Why Portfolios Underperform on Energy

Sponsors buy for operational upside, but energy stays on the CFO's back burner at the portco level

The Portfolio View

Fragmented Procurement

Each portco negotiates on its own — different brokers, suppliers, terms, and expiration dates. No one looks across the portfolio for leverage.

Rolled Contracts & Auto-Renewals

Portcos get rolled onto above-market hold-over rates when contracts expire. By the time finance notices, 6–12 months of excess spend is gone.

Invisible Margin Lift

Energy rarely shows up on a 100-day plan, yet a 20–30% reduction on a $2M annual spend is $400K–$600K of pure EBITDA — often a 1x+ turn of portfolio-wide multiple impact over the hold.

What Bundling Unlocks

Volume Tiers No Portco Can Hit Alone

A single 30M kWh portco sits in one rate tier. Bundle six and you're a 180M kWh buyer — with supplier pricing, terms, and white-glove service reserved for national accounts.

Supplier Competition at Scale

We syndicate the full portfolio out to Engie, NRG, Constellation, Hudson, and regional suppliers — forcing competition on rate, term, swing tolerance, and bandwidth provisions at every renewal.

Coordinated Renewal Windows

We stagger and align renewals so the fund captures market lows across the portfolio, rather than letting each portco lock on whatever day its contract expires.

Where It Shows Up

EBITDA at Every Portco

Energy savings flow straight to EBITDA with zero operational disruption — no layoffs, no capex, no process redesign. Just better procurement.

Cleaner QoE & Diligence

Portfolio-wide energy benchmarks make diligence on add-ons and new platforms faster. We flag above-market spend inside of a week.

ESG & LP Reporting

Scope 2 emissions tracking, renewable procurement, and portfolio-wide sustainability metrics — reported in the format your LPs already ask for.

Where Sponsors Leave Value

The recurring patterns we see across private equity portfolios

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Fragmented Portcos

Every portco handles energy differently — different brokers, suppliers, terms, and renewal dates. No leverage at the portfolio level.

Missed Renewal Windows

Portcos get rolled onto above-market hold-over rates when contracts lapse. Finance only finds out after the bills climb.

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Above-Market Legacy Deals

Contracts signed 2–3 years ago at the wrong part of the cycle — still in place, still burning margin every month of the hold period.

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Diligence Blind Spots

Pass-through charges, mid-contract penalties, and demand-charge exposure slip past QoE reviews into your post-close model.

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No Portfolio-Wide View

Operating partners can't see which portcos are paying what, when contracts expire, or where the next dollar of savings lives.

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LP Reporting Gaps

Scope 2 emissions, renewable procurement, and sustainability metrics are requested by LPs but rarely tracked consistently across the portfolio.

Services Built for Sponsors

Purpose-built for the way PE funds actually operate — portfolio-wide, operating-partner-led, LP-reported

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Bundled Procurement

Aggregate load across portcos to unlock volume tiers, supplier concessions, and terms no single portco could command — even across different states, utilities, and industries.

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Portfolio Benchmarking

Rate, contract, usage, and demand benchmarks across every portco — one view for the deal team, one for each operator.

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Transaction Diligence

Pre-close energy QoE review, contract assignability & penalty audit, demand-charge exposure, and a Day-1 value-creation plan to capture upside post-close.

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Centralized Reporting

One dashboard for every portco's spend, contract expirations, realized savings, and Scope 2 metrics — with zero lift from fund ops or portco finance.

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Renewal Management

We monitor every portco's contract expirations, run competitive bids ahead of renewal, and align timing to capture market lows across the portfolio.

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ESG & LP Reporting

Scope 2 emissions tracking, renewable procurement, and portfolio-wide sustainability reporting formatted the way LPs and GPs actually consume it.

Learn more →

Why PE Groups Work With Inertia

Built for the fund's operating model — not bolted on

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Single Fund-Level POC

One team handles every portco, every renewal, every state. Operating partners get portfolio visibility without coordinating across a dozen brokers.

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Premium Supplier Access

Premium broker status with Engie, NRG, Constellation, Hudson, and regional suppliers — rates and terms unavailable to direct buyers or second-tier brokers.

Fast Portco Onboarding

New add-ons and platform acquisitions get absorbed into the portfolio program within 30 days — bills analyzed, renewals mapped, savings identified.

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National Market Coverage

Boots on the ground across all 15 deregulated states — ERCOT, PJM, ISO-NE, NYISO, MISO — wherever your portcos operate.

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No Cost to the Fund

We're compensated by suppliers as part of the contract — so the fund and portcos capture 100% of the savings. Nothing hits the management fee.

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Confidentiality at Deal Speed

NDAs in place within 24 hours for diligence work. Portco-level data stays siloed; only the operating partner sees the portfolio-wide view.

Portfolio Onboarding in Four Steps

From first call to portfolio-wide savings in under 60 days

Step 1 — Portfolio Intake

30-Minute Scoping Call

We walk the portfolio with the operating partner — number of portcos, geographies, industries, and rough annual spend. No portco data needed to start.

Fund-Level NDA

One NDA covers the fund and all current & future portcos. We can sign your paper or ours — typically in place within 24 hours.

Step 2 — Portfolio Audit

Bill & Contract Collection

We collect 12 months of utility invoices and active supply contracts from each portco — most funds gather this from portco CFOs in under two weeks.

Savings Analysis

Line-by-line analysis of rates, contract terms, pass-through charges, and demand charges. Delivered as a portfolio-wide report with per-portco savings estimates.

Step 3 — Bundled Procurement

Supplier Syndication

We syndicate the portfolio to premium suppliers, run competitive bids, and negotiate volume-tier pricing, favorable swing tolerance, and aligned renewal dates.

Portco Execution

Each portco signs its own contract with the winning supplier under portfolio-wide terms. We handle paperwork, letters of authorization, and utility switchover.

Step 4 — Ongoing Management

Portfolio Dashboard

Operating partners get a live dashboard of spend, savings, expirations, and Scope 2 metrics across every portco. Quarterly reviews with the deal team.

Add-On Integration

New platform and add-on acquisitions get absorbed within 30 days of close. Diligence support on every new deal is included.

Proven Portfolio Results

Measurable margin lift across sponsor-owned portfolios since 2017

$150M+
Client Savings Delivered
Total cumulative savings across sponsor-owned portcos and direct commercial & industrial clients
20–30%
Portfolio Savings
Typical EBITDA lift when load is aggregated across portcos versus each site procuring independently
<60
Days to First Savings
From first call to signed contracts at the portfolio level — across any number of portcos and states

Sectors Where We Drive Portco Savings

Portfolios rarely stay in one vertical — we cover every sector your thesis touches

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Manufacturing

Heavy manufacturing, automotive, steel, chemicals, plastics — the highest-load portcos, where a 1¢/kWh shift is a material EBITDA event.

Manufacturing Solutions →
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Multifamily & Real Estate

Apartment portfolios, senior living, student housing, and commercial real estate rollups — where energy directly drives NOI and valuation.

Multifamily Solutions →
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Hospitality & Franchise

Hotel platforms, QSR chains, restaurant groups, and fitness concepts — multi-location portcos where bundled procurement moves the needle fastest.

Hospitality Solutions →
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Healthcare

Physician groups, surgery centers, and healthcare services rollups — with sensitive uptime requirements and complex utility structures.

Healthcare Solutions →
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Data Centers & Tech

Colocation, hyperscale, and enterprise data center platforms — where energy is the single largest operating cost and rate structure is existential.

Data Center Solutions →
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Warehouse & Logistics

Distribution centers, fulfillment, cold storage, and 3PL rollups — with growing demand profiles as automation and cold chain expand.

Logistics Solutions →

Ready to See What Your Portfolio Is Leaving on the Table?

Send us a list of portcos and rough annual spend. We'll return a portfolio-wide savings estimate — no portco-level data required to start, NDA in place within 24 hours.