Dynamix is a holding company targeting opportunities across the energy ecosystem — spanning traditional energy, power and infrastructure, and energy transition. Global economic growth, population expansion, and increased access to energy are driving strong demand for reliable resources, both conventional and emerging. We believe that efficient, low-impact production, transportation, and consumption of energy, coupled with effective carbon mitigation strategies, will be critical to a sustainable future. In addition, we see compelling opportunities at the intersection of energy, power, and digital infrastructure, where blockchain, tokenization, and high-density computing are reshaping how energy and capital are deployed.
We target a proven, cash-flowing asset or business in the energy and power value chain with:
- Sound operations with established cash flow and readiness for scale
- Experienced leadership in attractive market segments
- Durable demand and access to sophisticated capital
- Clear path to long-term value creation
Dynamix III Criteria
Target Size
- $1bn+ enterprise value
Target Profile
- Public-ready management & governance
- Scalable operating model
Industry Focus
- Energy & Natural Resources
- Power & Resiliency Infrastructure
- Digital Assets & Related Infrastructure
Deal Types
- Business combinations with growth platforms
- Growth capital mergers & strategic financings
- Carve-outs & spin-offs
Energy and Natural Resources
An influx of asset availability and scarcity of capital create opportunities to acquire high-quality, cash-flowing businesses at attractive valuations.
- ✔ Upstream E&P
- ✔ Oilfield Services
- ✔ Marine-based Terminals
- ✔ Onshore Storage
- ✔ Pipeline Transportation
- ✔ Gathering & Processing
- ✔ Compression
- ✔ Offshore Services
- ✔ Downstream Logistics
- ✔ Minerals / Royalties
Power and Resiliency Infrastructure
Demand growth and supply constraints create unique investment opportunities across flexible generation, grid management, and services.
- ✔ Behind-the-Meter Distributed Energy
- ✔ Back-Up Power Generation
- ✔ Grid Management
- ✔ Flexible Generation
- ✔ Data Infrastructure Services
- ✔ Utility Services
- ✔ Stranded Power to Value
- ✔ Digital Asset Infrastructure
Energy Evolution & Related Infrastructure
Decarbonization and sustainability are driving long-term investments across fuel handling, advanced nuclear, carbon management, and more.
- ✔ Fuel & Feedstock Handling
- ✔ Advanced Nuclear Technologies
- ✔ Carbon Management
- ✔ Thermal & Pressure Systems
- ✔ Field Engineering & Technical Services
- ✔ Waste & End-of-Life Management
- ✔ Water & Environmental Systems
Onshoring drives industrial load growth
Estimated $215T through 2050 in energy-related infra, technology, and products.
- U.S. grid planners raised 5-yr load growth outlook from 2.6% → 4.7%.
- ~$481B of the ~$630B large-load capex tied to manufacturing & industrial facilities.
Capital investment to meet load
Oil & gas demand expected to grow before peaking
- Aging PE funds (2009–2018 vintages) likely to drive asset sales in coming years.
- Short-term volatility depressed values; AI/data center power needs boosting U.S. natural gas demand.
Privately held assets in aging PE funds
AI expansion accelerates global power demand
- Global data center power demand set to more than double by 2030.
- ~47 GW new U.S. generation needed by 2030 (~60% gas / ~40% renewables).