Summary
Consolidated Edison, Inc. (Con Edison) announced a significant strategic acquisition on September 20, 2018, entering into an agreement to purchase Sempra Solar Holdings, LLC for $1,540 million. This acquisition will significantly expand Con Edison's renewable energy portfolio, adding 981 MW AC of operating renewable electric production projects, along with development rights for solar and energy storage projects. The transaction is expected to close near the end of 2018, subject to customary closing conditions including regulatory approvals. Con Edison intends to finance this acquisition through a combination of internally generated funds, increased issuance of common equity (up to $1,165 million, with $715 million allocated to the acquisition) and long-term debt. This move signals a clear commitment to expanding its presence in the renewable energy sector, diversifying its asset base beyond its traditional utility operations.
Key Highlights
- 1Con Edison to acquire Sempra Solar Holdings, LLC for $1,540 million (subject to adjustments).
- 2Acquisition adds 981 MW AC of operating renewable electric production projects and development rights.
- 3Transaction includes existing project debt of $576 million (Sempra Solar) and $506 million (jointly owned projects).
- 4Expected to close near the end of 2018, subject to regulatory approvals (HSR, FERC, DOE).
- 5Con Edison plans to increase 2018 capital requirements through $1.8-$2.4 billion in long-term debt at utilities and up to $1,165 million in common equity issuance to fund the acquisition.
- 6Acquired projects will be accounted for on a consolidated basis post-closing, a shift from the equity method for jointly-owned projects.
- 7The company has guaranteed certain obligations of its subsidiary under the purchase agreement.