7.8.10Segment

Wind Energy Development & Generation

Onshore and offshore wind energy developers, wind farm operators, and turbine service companies.

4
Verticals

Overview

Wind Energy Development & Generation covers the development, construction, ownership, and operation of wind power across onshore wind farms and the emerging U.S. offshore wind sector. It is led by major developers and IPPs (NextEra Energy Resources, Avangrid, Invenergy, Ørsted in offshore), owning long-life generation under long-term contracts.

Demand is driven by wind's low cost (onshore), IRA production tax credits, and clean-power goals, though the sector faces headwinds from onshore siting/permitting and transmission constraints, and from offshore-wind cost inflation and project setbacks. It is consolidating around scaled developers, with onshore a mature growth market and offshore a high-potential but challenged frontier.

Market snapshot

Market size
~$14B
Growth
~12.9%CAGR (2017–22, nominal)
Companies
~102 firms
Firms by employee count

54.9% of firms have fewer than 20 employees: 56 micro-businesses, below most mandates.

The investable universe46 firms with 20+ employees
20–99
1430%
100–499
49%
500+
2861%
Federal indicators
Net generation
~464 TWh (10.5% of U.S. generation)
Operating capacity
~153 GW nameplate
Trend
+7.9% CAGR (2018–2025)
Share of U.S. generation
6.5% (2018) → 10.5% (2025)

U.S. Energy Information Administration, Electric Power Operational Data, 2025 (net generation, all sectors). U.S. Energy Information Administration, Form EIA-860M, December 2024 (operating generators). U.S. Energy Information Administration, Electric Power Operational Data, 2018–2025.

The largest renewable generator by revenue and the more mature of the two: onshore wind has been built out in the best resource corridors, which is why growth trails solar. Repowering existing sites with taller turbines is now a bigger opportunity than greenfield development in much of the interior.

NAICS 221115. U.S. Census Bureau, 2022 Statistics of U.S. Businesses; U.S. Census Bureau, 2022 Economic Census.

Business model & economics

Revenue model

Development, PPAs, generation sales, and tax-credit monetization

Key economics

Revenue per firm
$139,604,539
Revenue per employee
$1,491,377
Employees per firm
82.5
Recurring revenue
High

long-term PPAs and generation

EBITDA margin
Contracted infrastructure economics
Capex intensity
High

Characteristics

  • Scale-driven: payroll is only 8% of revenue, so the cost base is assets, not headcount
  • Moderate strategic-buyer pool: 28 firms exceed 500 employees, so a scaled asset has buyers, but not many
  • Onshore wind low-cost and mature; offshore emerging.
  • IRA production credits and clean-power goals.
  • Siting, transmission, and offshore-cost headwinds.

NAICS 221115. U.S. Census Bureau, 2022 Statistics of U.S. Businesses; U.S. Census Bureau, 2022 Economic Census.

M&A deal context

Deal activityModerate

Who’s acquiring

  • Wind developers & IPPs
  • Infrastructure funds & asset owners
  • Offshore-wind & energy majors

What’s driving deals

  • IRA credits and clean-power demand.
  • Developer and asset consolidation.
  • Offshore-wind build-out (with cost challenges).

Verticals in this segment

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