CIP's $300mn Arizona Battery M&A: Analyse Enerdatics' Valuation of this Groundbreaking M&A!

published on 30 September 2024
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Enerdatics estimates the enterprise value (EV) for Copenhagen Infrastructure Partners' acquisition of the 255 MW, 4-hour Scatter Wash battery storage project in Phoenix, Arizona, at $1.3mn/MW.

Here’s how we calculated it:

Enerdatics has calculated the EV for the deal by combining the project CAPEX and developer premium:

CAPEX: ~$300mn, corresponding to $1.2mn/MW or $0.3mn/MWh. This covers the equipment, labor, permits, and development costs

Developer Premium: ~$30mn, corresponding to $0.1mn/MW. This reflects the minimum consideration payable to the developer to assume ownership

By combining these two factors, we estimate the deal value to be ~$330mn or $1.3mn/MW, which is slightly higher than precedent multiple - NextEra Energy Partners' deal for a 230 MW BESS in CAISO in Apr’22 ($1.24mn/MW) - due to Scatter Wash's 20-year tolling agreement with Arizona Public Service (compared to precedent asset's 15-year agreement).

Key Project Details:

Construction on the facility began earlier this year, backed by $559mn financing from a consortium led by J.P. Morgan, Nomura, and U.S. Bancorp Impact Finance.

The project is expected to reach commercial operations in H1 2025.

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