Goldman Sachs Signals M&A Boom - A Catalyst for CES's SMR Expansion in Puerto Rico
By Cleaner Energy Solutions Staff
Published December 12, 2025
Goldman Sachs CFO Denis Coleman declared Tuesday that the long-awaited private equity dealmaking surge has arrived, with sponsor-backed transactions up roughly 40% this year and 2025 on track to be the second-largest M&A year on record. Speaking at the firm’s U.S. Financial Services Conference, Coleman highlighted over $1.5 trillion in deals advised by Goldman, fueled by megadeals, easing borrowing costs, and a favorable regulatory landscape under the Trump administration. This momentum, expected to carry into 2026, signals a Wall Street renaissance---and for Cleaner Energy Solutions (CES), it opens doors to unprecedented funding and partnerships for our innovative Small Modular Reactor (SMR) technology.
The resurgence comes amid surging electricity demand from AI data centers and electrification, where nuclear energy is emerging as a cornerstone for reliable, carbon-zero power. Coleman’s optimism aligns with broader trends: 2025 has seen nuclear fission equity funding hit $1.3 billion year-to-date---nearly 40% of all such investments since 2020---with 75% flowing to SMRs and microreactors for their scalability and flexibility. M&A in the sector is accelerating, with deals like HCM II Acquisition Corp.’s $230 million reverse merger with advanced reactor developer Terrestrial Energy and Constellation Energy’s acquisition of Calpine Corp., underscoring investor appetite for nuclear innovation.

For CES, this boom represents a pivotal opportunity to secure private equity backing for our ellipsoid dome-encased BWRX-300 SMR modules, each delivering up to 300 MW with a compact footprint and hurricane- and earthquake-resistant design. Segregated by 2—3 feet of reinforced concrete for ultimate safety, our systems are primed for rapid deployment at Puerto Rico sites like San Germán, Arecibo, and Morovis---transforming the island’s 1,800 MW diesel- and natural gas-dependent grid into a modular, resilient powerhouse. Drawing from Elon Musk’s efficiency playbook, CES’s “Dell computer”-style ecosystem allows seamless scaling: deploy one dome for baseline power, then add for 600 MW or 900 MW to fuel AI data centers and communities alike.
The Trump administration’s pro-nuclear push, via the Nuclear Energy Innovation and Modernization Act, further amplifies these prospects with streamlined licensing and funding---echoing DOE’s recent $800 million SMR awards and billions in private investments from tech giants like Amazon ($500 million in X-Energy) and Google (500 MW Kairos Power deal). As private equity eyes nuclear’s $2.2 trillion value chain potential through 2050, CES is positioned for strategic M&A or infusions to accelerate partnerships with AWS, Tesla, and LUMA, integrating D3 chart maps to visualize facility impacts while upholding nuclear safety standards.
This M&A wave not only validates SMRs as the future of energy independence but equips CES to lead Puerto Rico’s clean power revolution. Track our progress at cleanerenergy.solutions as we harness this momentum to build tomorrow’s grid, one dome at a time.