PEI Global Investments

PEI Global Investments

The partnership was established in 2022 by a group of industry professionals who had already been working together for roughly ten years. Adrian Aw, Eric Berlinger, and Karsten Schmitz anchor the managing-partner and managing-director ranks from offices on three continents. The firm does not manage a balance sheet or a fund; it functions as an investment bank through a wholly-owned, FINRA-licensed US subsidiary, earning fees purely on advisory and placement mandates. The book spans the full arc of power and infrastructure finance: sell-side M&A, buy-side acquisition advisory, corporate-level credit facilities, equipment financings, and special situations. Mandates visible in the first five months of 2026 alone signal the spread. PEI acted as sole financial advisor to BrightNight on an upsized corporate credit facility, was exclusive advisor on Heelstone Renewable Energy's $200 million senior corporate facility, and served as joint advisor alongside Jefferies on Energy Capital Partners' sale of PJM natural-gas assets to Talen Energy (per the firm, January 2026). The team additionally advised Rockland Capital on the sale of two peaking plants in PJM to Hull Street Energy, sharing the mandate with Houlihan Lokey. APAC exposure runs through a Hong Kong office led by Matthew Cox, while the Tampa base adds a Gulf-Coast and Southeast origination node. May 2026: PEI advised Calon Energy as sole financial advisor alongside Dentons on Centrica's acquisition of the 850MW Severn Power Station. The deal illustrates the firm's UK and cross-border credibility within gas-fired generation. That same quarter, the partnership executed the $500 million Takanock equipment-financing mandate with Simpson Thacher acting as borrower's counsel. The team lists roughly 48 investment-banking professionals on its website — spanning managing directors, directors, VPs, associates, and analysts — supplemented by compliance, operations, and marketing staff. No external capital-commitment vehicle, co-investor club, or affiliated foundation is disclosed. PEI's architecture is a partnership bank that required no balance-sheet build-out because it delivers outcomes exclusively through advice and funding introductions. The decade of pre-2022 team cohesion means most senior bankers have worked through multiple credit and commodity cycles together, which translates into a flat, consensus-driven mandate-execution model uncommon among younger advisory boutiques. The further structural wrinkle is the in-house power-markets team — a group of analysts and senior associates who model grid and spark-spread dynamics for transaction support, giving PEI a quant overlay that typical mid-market energy advisory shops lack.