S2G Investments

By 2030, aquaculture will require over 60 million additional tons of feed. To secure aquaculture’s role in global food security, feed innovation is essential. See how these companies are helping helping the sector advance.

By 2050, the global population is expected to approach 10 billion. Meeting the nutritional requirements of this population will demand roughly 70% more food than is produced today. Seafood occupies a central position in global nutrition. Aquaculture has become the engine of this supply.

"Though there have been a lot of 'growth' rounds, the reality is a lot of that capital went into companies that were not actually in the growth stage." On the #S2GPodcast, Francis O'Sullivan shares that growth rounds are often just very large venture bets, not fit-for-purpose growth equity for revenue-generating businesses. This key finding comes from S2G's report, "The Illusion of Crowds." Frank and Gokul Raghavan, CFA put forth a five-year, data-driven look at how $88 billion across 6,400+ deals has really been deployed, and why the market is far more concentrated than the headline numbers suggest. Read the report: https://lnkd.in/gSs8Hz8t Listen to the S2G Podcast: https://lnkd.in/gTWw568y #podcast #investing #energy #report Sanjeev Krishnan

"The spectrum of larger funds tend to heavily co-invest with each other into a smaller set of companies." S2G's Francis O'Sullivan shares findings from our Illusion of Crowds report, noting that the concentration of capital in early-stage businesses may not be capturing the full opportunity set of financeable companies. Watch the full episode: https://lnkd.in/ewDn4fXV Read the report: https://lnkd.in/gSs8Hz8t #podcast #investing #energy Sanjeev Krishnan Gokul Raghavan, CFA

Capital allocated for the energy transition is far more concentrated, and the risk to investors far more correlated, than the number of funds and deals would suggest. This is a key finding for our new report, The Illusion of Crowds: Capital Concentration and Correlated Risk in Energy Transition Private Markets: https://lnkd.in/gHVxwNve As a companion to our 2023 report, The Missing Middle, our new analysis draws on more than $88 billion in energy transition-focused capital raised by almost 280 venture, growth, private equity, and infrastructure strategies across the U.S., Canada, and Europe between 2021 and 2025. Authors Francis O'Sullivan and Gokul Raghavan, CFA conclude that what appears to be a broad, well-distributed crowd is, in practice, much narrower. A small set of large funds, outsized rounds, and repeat syndicates accounts for a disproportionate share of the capital deployed. The concentration is visible at the fund, deal, and syndicate levels. The next phase for the energy transition-focused market, in our view, is not just about raising more capital. It is about rebuilding the diversity, independence, and decentralization required for private capital to function as a genuinely wise crowd. Read the report: https://lnkd.in/gHVxwNve #Energy #Capital #Investing #Markets

“Our customers see ROI that they get out of renting EBOSS® compared to other products.” – Michael Niemela, Co-Founder and CEO of ANA, Inc “That's an enormous savings economically … and a huge win-win for the broader sustainability agenda, too.” – Francis O'Sullivan, S2G ANA’s Mike Niemela and S2G’s Frank O’Sullivan offer a closer look at ANA and the company's hybrid power solutions. They share details on ANA’s EBOSS®, the economic and environmental benefits for customers, the versatility of hybrid systems, and S2G’s partnership with ANA. Watch the full video: https://lnkd.in/eWP3hfVj We thank Mike and the ANA team for joining us! #ANA #power #powersolutions #hybrid #energy #CEO #insights Alicia Waineo Kevin Day Gokul Raghavan, CFA Yilin Huo One Design Company