# PEI Global Investments PEI Global Investments is a Bank / Wealth / Trust based in New York, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** New York, United States - **Region:** North America - **Address:** 601 Lexington Avenue, 55th Floor, New York, NY 10022, United States - **Founded:** 2022 - **Assets under management:** Undisclosed - **Website:** peigp.com - **LinkedIn:** https://www.linkedin.com/company/pei-global-partners ## Regulatory record - **Reports private funds:** No ## About 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. 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. ## Sectors - Power - Energy Transition & Renewables - Infrastructure - Private Credit ## Offices - Tampa, FL, United States - Hong Kong ## People - Adrian Aw — Partner - Eric Berlinger — Partner - Karsten Schmitz — Managing Director - Matthew Cox — Managing Director, Head of APAC - Pavan Dayal — Managing Director, Head of Midstream & Downstream ## Questions ### Who runs investment decisions at PEI Global Investments? The firm is a partnership led by Adrian Aw, Eric Berlinger, and Karsten Schmitz alongside a half-dozen managing directors. Because PEI does not deploy proprietary capital, client-mandate decisions are made collegially by the senior team rather than by a single investment committee. ### How does PEI Global Investments source advisory mandates? Origination is relationship-driven and concentrated among the senior partners, who have worked together for over a decade across multiple credit cycles. The firm supplements relationship flow with a dedicated power-markets analytics group that models grid and commodity dynamics, often surfacing corporatization or asset-sale opportunities before formal processes launch. ### Does PEI Global Investments participate in fund commitments or only advisory mandates? PEI is a pure advisory shop. It does not raise or manage a fund, and it does not commit its own capital alongside clients. The firm acts as a sell-side or buy-side financial advisor, or as an exclusive or joint placement agent, and its revenue is transaction-fee-based. ### Which sectors does PEI Global Investments explicitly cover? The firm's mandate is deliberately narrow: power generation (renewables, gas-fired, and peaking assets), energy (midstream and downstream), and physical infrastructure. The website and recent transaction roster confirm that the firm does not offer generalist advisory services and has no disclosed presence in technology, healthcare, or consumer sectors. ### Where does PEI Global Investments maintain actual deal-making offices? North American mandates are led from New York (601 Lexington Avenue) and Tampa (Water Street), while Asia-Pacific origination runs through a Hong Kong office at 1 Connaught Road Central. The three-office footprint helps the partnership cover PJM, Gulf Coast, and APAC energy-transition deal flow simultaneously. ## Related profiles - [PE&HR](https://altss.com/profile/pe-hr) - [PEI Master Trust](https://altss.com/profile/pei-master-trust) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/pei-global-investments Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology