European renewable M&A is in a phase of price discovery, with selective capital and rising merchant risk exposing a gap between exit expectations and executable valuations. Capital recycling is slowing, forcing developers to rethink exit timing, structure, and platform strategy, while accelerating consolidation around scaled, well-capitalised players. This session reveals where exits are still clearing, which developer strategies are succeeding, and how to position for liquidity, consolidation, and long-term advantage. 

• Clearing Levels: Where is capital genuinely deploying today, and which asset types, jurisdictions, and platform profiles are achieving executable exits? What are recent transactions revealing about true clearing valuations, and where do developer expectations still misalign with buyer underwriting? 

• Exit Blockers: Which risks are most consistently preventing exits or forcing repricing in the current market? How are failed, delayed, or restructured exits reshaping developer behaviour, exit timing, and capital recycling strategy? 

• Exit Strategies: How are portfolio aggregation, minority platform sales, and asset retention being used to bridge valuation gaps and secure liquidity? When does building and selling a platform deliver superior exit outcomes versus pursuing traditional project-level disposals? 

• Strategic Advantage: Where is consolidation creating the greatest exit opportunities for developers, and who is successfully converting platform scale into liquidity and premium valuations? What specific platform, capital, and portfolio strategies are enabling developers to secure exits and emerge as consolidators rather than forced sellers?