Programmatic Infrastructure Investment Platform
Data Center · Hydrogen · Solar · Biomass
Jason Thompson | Founder & CEO | jason@peakglobalcapital.com | +1 (404) 933-3243
"The Middle East has Oil & Gas. Japan and Korea have batteries. China has solar. Europe has wind. Nobody owns hydrogen. North America can."
— Leading California Clean Energy Advisor, CEO of California's Hydrogen Hub, CAISO Board Member
Every major economic bloc has staked its claim on a primary energy resource. The United States — despite its vast land, abundant renewable resources, world-class engineering institutions, and the most sophisticated capital markets on earth — has yet to establish dominance in the energy transition's defining frontier: green hydrogen. That window remains open. For now.
PEAK Global Capital is positioning as the origination platform for North American hydrogen infrastructure at commercial scale. We are not a fund raising blind capital for a strategy yet to be defined. We are an active co-developer with controlled land, advanced engineering partnerships, institutional Japanese infrastructure capital, and a pipeline of sponsor-constrained deals across four high-conviction technology verticals: digital infrastructure, hydrogen production, solar-plus-storage, and biomass.
Our advisory and partnership ecosystem is anchored by the world's most credentialed clean energy figures — including the CEO of California's Hydrogen Hub and CAISO Board Member — alongside a world-renowned European co-developer with 1GW of operating hydrogen capacity, and a Blackstone-backed data center buyer validating the digital infrastructure thesis simultaneously. The mandate is clear. The platform is assembled. The capital is the missing catalyst.
The distinction matters enormously to institutional capital. Brokers source deals for a fee. Co-developers originate, structure, and take equity risk alongside their capital partners — aligning incentives at every stage of the investment lifecycle. PEAK Global Capital is built on the co-developer model.
We source sponsor-constrained, mid-to-late-stage infrastructure deals across digital, hydrogen, solar, and biomass — deals that are too advanced for seed capital and too early for traditional project finance.
We structure the full capital stack: senior preferred equity, secured development capital, mezzanine debt, convertible instruments, bond financing, C-PACE, and tax credit certification and sales — matching instrument to milestone and risk profile.
We take co-developer equity alongside our capital partner in each deal — our upside is tied to the same value-creation events as our investors, not to transaction fees.
Every investment is tied to identifiable value-inflection milestones: power and interconnection, entitlement, permitting, offtake, project financing, and strategic sale — reducing binary risk at each stage.
Project Horizon green hydrogen production facility — Southern California Desert
Project Alpha / Rockdale PSA with Blackstone-backed buyer
Southern California Desert — scalable, entitled land position
World-renowned European co-developer — operating hydrogen infrastructure
Digital, Hydrogen, Solar, Energy Recovery, AI/HPC, MEP Rollup
In October 2025, the Trump Administration cancelled $1.2 billion in Department of Energy funding allocated to ARCHES — California's federally designated hydrogen hub — as part of a sweeping $7.5 billion rollback of clean energy commitments. The cancellation was abrupt, politically motivated, and operationally devastating to California's decarbonization infrastructure. But it did not cancel the mandates.
The 400+ committed partners who had organized their procurement, capital, and compliance strategies around ARCHES — including LADWP, the Port of Los Angeles, California transit authorities, and the state's largest industrial emitters — were left with no production source and the same legally binding 2030 decarbonization obligations. California must scale renewable hydrogen production by 1,700x to meet AB 1279 targets. The fines for non-compliance are not symbolic. For entities the size of LADWP and the Port of LA, they are existential.
The demand side of this market is not theoretical. It is identified, credentialed, and urgent. The buyers have budgets. They have board-approved procurement mandates. They have regulatory deadlines with teeth. What they do not have is a production facility. That is not a market failure. That is a financing gap — and financing gaps are what PEAK Global Capital closes.
Infrastructure investment success rarely depends on a single demand driver. The most durable platforms sit at the intersection of multiple structural tailwinds — each capable of sustaining the thesis independently, each amplifying the others when they converge. PEAK Global Capital has positioned itself precisely at that intersection.
California's 2030 targets are not aspirational — they are legally enforceable obligations backed by a $4 trillion state economy. LADWP, the Port of LA, California transit authorities, and the state's largest industrial emitters face existential non-compliance fines. Hydrogen is not optional for these buyers. It is the only pathway to compliance at scale.
Microsoft, Google, and Amazon require firm, 24/7 dispatchable power for their next-generation AI data centers. Traditional grid interconnection queues now extend 5–7 years. Behind-the-meter hydrogen combined with solar-plus-storage is the only technology stack that delivers firm clean power at the scale hyperscalers require. PEAK controls 3,000 acres at the necessary scale.
Institutional demand for energy transition fund mandates tripled from $1 billion in 2024 to $3 billion in 2025. The ITC/PTC phase-down creates urgency to deploy capital before credit windows close. Solar-plus-storage is currently in the highest institutional demand of any clean energy asset class. PEAK's solar-plus-storage portfolio positions investors directly in the path of this capital flow.
PEAK Global Capital's current portfolio represents a carefully sequenced set of investments across six technology verticals, structured to provide near-term velocity capital returns alongside long-duration infrastructure cash flows. Each deal is independently investable. Together, they constitute a diversified infrastructure platform with stacked incentive structures and institutional counterparties at every layer. Six platform investments. Six deals. One integrated mandate.
NDA and Non-Circumvention Agreement required before full project details, co-developer identities, and Investment Memorandum are released. You will receive the DocuSign agreement within minutes of your request. PEAK Global Capital, Inc. is currently actively mandated across 6 infrastructure platforms — Project Alpha, Project Horizon, Project Sol, Project Bridge, Project Scaffold, Project Bedrock, and Project Forge.
Executed Purchase and Sale Agreement with institutional data center buyer
Standby Letter of Credit — buyer's financial commitment in place
Utility-grade power commitment secured for the site
One of only 12 contracts issued by Georgia Power in 2026
PEAK capital deployed; development milestone funding initiated
Georgia Power awards the site one of 12 contracts in the state program
$11.5M non-refundable earnest money released — partial investor recap
$126M buyer close — primary return event
18%–20% preferred return. Partial investor recap in 6 months at the earnest money release. Full return event at the $126M close in 12 months. Co-developer equity upside on net proceeds above the floor price.
Pad-ready data center acreage with 500kV Georgia Power transmission. Prior bids from multiple institutional data center buyers validated at $100M–$122M+ — floor value well-supported by independent buyer validations.
3,000 acres at Southern California Desert — land controlled, water-secured, and engineered for utility-scale hydrogen production. Project Horizon Phase I book value: $300 million (cost to build). Comparable projects currently trading at 2x–5x book value in institutional M&A markets implies a Phase I market value of $600M–$1.5B.
Partner: world-renowned European co-developer — Our European co-developer brings 1 gigawatt of operating hydrogen infrastructure capacity and proven engineering systems to Project Horizon as their North American flagship, bringing proven engineering systems, operating experience, and institutional credibility to the California build-out.
Uses of Capital:
Sources of Capital:
California's hydrogen hub, coordinating 400+ industry partners including LADWP, the Port of LA, California transit authorities, and major industrial emitters. The most advanced hydrogen demand aggregation program in North America.
California Independent System Operator — the body that manages California's entire electrical grid, serving 80% of the state's load. Board membership provides direct visibility into grid needs, interconnection priorities, and clean energy compliance timelines.
LADWP, Port of LA, California transit authorities, and major industrial emitters. Said directly to PEAK: "Once shovels are in the ground, I will deliver the offtake agreements." This is not a sales call. This is a regulatory delivery mechanism.
The buyers are not waiting for our lead clean energy advisor to find them. They are waiting for someone to build the plant. ARCHES had over $10 billion in private sector cost share committed before the DOE cancellation — proof that the demand ecosystem is real, organized, and ready to execute. California must scale hydrogen production 1,700x by 2045. The 2030 non-compliance fines for LADWP, the Port of LA, and California's industrial base represent an existential regulatory risk to a $4 trillion economy.
Our lead clean energy advisor is not a lobbyist or an advisor offering introductions. She is the architect of California's hydrogen demand network — and she has committed to delivering that network to Project Horizon the moment construction begins. There is no comparable offtake relationship available to any other hydrogen developer in North America at this stage.
Three projects co-developed with a leading US renewable energy developer alongside a subsidiary of one of the world's largest regulated utilities — an institutional Japanese infrastructure firm with a century of engineering discipline. This is sovereign-grade infrastructure capital with proven project delivery behind each asset in the Project Sol portfolio.
30%–50% of solar project cost covered by federal investment tax credit — liquid and transferable via direct-pay election.
Additional 30%–50% on co-located battery storage — independently qualifying, additive to the solar credit.
Potentially 60%–100% of total project costs covered by stacked federal tax credits — a capital efficiency profile unavailable in virtually any other asset class.
Available in project states, further reducing cost of capital and improving levered returns at the project level.
30%–50% levered IRR. Long-tail recurring revenue from 20–25 year bankable Power Purchase Agreements with investment-grade counterparties.
Battery storage assets in highest institutional demand of any clean energy product — providing firm, dispatchable clean power to hyperscalers and utilities facing grid constraint and AI-driven load growth.
Our institutional Japanese utility co-developer provides engineering credibility, sovereign-grade process rigor, and a potential strategic buyer relationship for portfolio-level M&A at scale.
Bridgeton, New Jersey — Cumberland County, Designated Opportunity Zone
Existing industrial facility with rail access and 850,000 gallons of liquid storage across 20 tanks
Food waste to renewable ethanol: 5 million gallon annual production capacity
Tier II renewable fuel under New Jersey RPS — generates Renewable Energy Credits (RECs)
OZ 1.0 designated through December 2028
OZ 2.0 eligibility taking effect January 2027
Future positioning: Northeast hydrogen carrier distribution hub as H2 scales nationally
Capital gains from Project Alpha's August 2027 exit can be reinvested within 180 days into Project Bridge's OZ-qualified fund
Three federal tax benefits:
OZ 2.0 (effective January 2027) extends and enhances these benefits
PEAK Global Capital has an active relationship with a family office operating $245M in annual MEP revenue — mechanical, electrical, and plumbing services — managed by a former institutional debt capital advisor with deep data center developer relationships. Project Scaffold represents a co-investment and platform elevation opportunity at the intersection of infrastructure services and clean energy deployment.
Capital gains from Project Alpha's August 2027 exit can be reinvested within 180 days into Project Bridge's OZ-qualified fund. The federal Opportunity Zone program provides three stacked tax benefits that transform a velocity capital return into a long-duration, tax-advantaged infrastructure position.
Deferral of capital gains tax recognition on reinvested gains. Tax obligation deferred until December 31, 2026 or earlier disposition. Immediate liquidity preservation — no tax drag on reinvested capital.
10%–15% reduction in deferred gain recognized at 5–7 year hold. Partial forgiveness of the original capital gains tax liability. Reward for patient capital — the longer you hold, the less you owe.
100% exclusion of NEW gains generated inside the OZ fund after a 10-year hold. Any appreciation in Project Bridge's value from year 1 to year 10+ is permanently tax-free. The most powerful tax benefit in the federal code for long-duration infrastructure investors.
Project Alpha closes → $126M exit → capital gains realized
Reinvest into Project Bridge OZ Fund
OZ 2.0 takes effect — enhanced benefits
OZ 1.0 designation period ends
10%–15% basis step-up
Permanent exclusion of all new gains
The PEAK Global Capital mandate is designed to provide institutional investors with a diversified infrastructure exposure — combining near-term velocity capital returns with long-duration contracted cash flows and transformational upside in North American hydrogen. Each of the six assets is independently underwritten across six technology platforms. The blended portfolio profile reflects the discipline of milestone-gated deployment across multiple technology verticals with stacked federal and state incentive structures.
3,000 acres at Southern California Desert is engineered for Phase II and Phase III expansion well beyond the initial $300M build-out. If North America owns hydrogen the way the Middle East owns oil and gas, Project Horizon is the founding production asset of that dominant position. Our European co-developer has already proven the playbook — 1GW of operating hydrogen infrastructure, built using the same engineering systems and financing architecture. The US flagship scales the same way: one permitted facility becomes the proof of concept for a multi-billion-dollar production platform. PEAK's anchor partner participates in each phase as the relationship deepens.
Our biomass deal pipeline provides behind-the-meter power for data centers and industrial users at a moment when traditional grid interconnection has become a multi-year bottleneck. As Georgia Power queues extend to 3–5 years, BTM biomass becomes the fastest available path to firm clean power for hyperscalers who cannot wait. PEAK is positioned at the intersection of digital demand and clean energy supply — originating deals that serve both the AI infrastructure boom and the clean energy transition mandate simultaneously. Carbon credit revenue provides an additional recurring yield layer on top of power sales.
PEAK originates. Partners develop. Institutional capital flows. Each closed deal generates the next relationship — with counterparties, offtakers, lenders, and co-developers who validate the platform's credibility and expand its deal pipeline. The anchor partner in the $15M–$25M initial mandate is not buying into five deals. They are founding the Limited Partner position in a platform that could manage hundreds of millions across North American infrastructure as the mandate scales across five platforms: digital, hydrogen, solar, biomass, and adjacent verticals. First mover advantage in a relationship-driven origination platform is not replicated by the second investor through the door.
The PEAK Global Capital mandate sits at the intersection of three independent structural forces — each powerful enough to sustain the thesis alone. Together, they create a convergence window that is time-limited, capital-constrained, and unlikely to repeat.
California 2030 targets are legally enforceable obligations backed by a $4 trillion state economy. LADWP, the Port of LA, and California's largest industrial emitters face existential non-compliance fines. Hydrogen is not optional — it is the only pathway to compliance at scale. The demand is identified, credentialed, and urgent. The buyers have budgets, board mandates, and regulatory deadlines with teeth. What they don't have is a production facility.
Microsoft, Google, and Amazon require firm, 24/7 dispatchable power for next-generation AI data centers. Traditional grid interconnection queues now extend 3–5 years. Behind-the-meter solutions — hydrogen, solar-plus-storage, biomass BTM — are the only technology stack that delivers firm clean power at the scale hyperscalers require without waiting for grid capacity. PEAK controls assets across all three BTM verticals.
OZ 2.0 takes effect January 2027. Project Alpha's August 2027 exit generates capital gains that can be reinvested within 180 days into Project Bridge's OZ-qualified fund. Three federal tax benefits stack: gain deferral, 10%–15% basis step-up, and permanent exclusion of new gains after 10 years. This is not a tax strategy layered onto an investment thesis. It is the investment thesis — velocity capital recycled into long-duration, tax-advantaged infrastructure.
AI data center demand is outstripping supply 10:1. AI demand projected to grow 1,000x every two years. Traditional grid interconnection queues now extend 3–5 years. Purpose-built AI/HPC campuses with integrated power, engineering, and operations are the only solution that compresses time-to-power at scale. Project Bedrock addresses this directly with three active sites, 3,000MW of combined deployment experience, and first power available in under 6 months on a signed ESA.
When you invest in PEAK Global Capital you are not buying a fund structure. You are buying two principals who can open doors that nobody else can open — a capital architect who assembles the stack and a clean energy veteran who delivers the demand.
Jason Thompson is a capital markets professional and infrastructure co-developer with a background in structured finance, workout and disposition, and alternative capital formation. He began his career in workouts and asset disposition — giving him a fundamental understanding of downside risk, collateral value, and recovery scenarios that informs every deal he structures today.
Jason has placed capital across commercial real estate bridge loans, preferred equity, and mezzanine debt. He originated the bridge loan that completed the Project Alpha data center assemblage — the transaction now under a $126M contracted sale to a Blackstone-backed buyer. He structured the HoldCo mezz concept, the C-PACE recap mechanism, the tax credit certification affiliate arrangement, and the OZ capital recycling loop that defines PEAK's platform.
Jason founded PEAK Global Capital, Inc. to convert deal origination expertise into a principal position — co-developing alongside operators who have the assets and the vision but lack access to institutional capital. He is based in Atlanta, Georgia.
Capital Architecture · Deal Origination · Structured Finance · Workout Expertise
Our Chief Energy Officer is one of the most credentialed clean energy professionals in North America — and arguably on the planet. She has spent three decades at the intersection of clean energy policy, utility regulation, and infrastructure development, building relationships with every major energy buyer, regulator, and policymaker in California and beyond.
She does not find offtake buyers. She delivers them. She has committed directly: once shovels are in the ground at Project Horizon, she will deliver the offtake agreements. The buyers are not waiting for her to find them. They are waiting for someone to build the plant.
Clean Energy Policy · Hydrogen Infrastructure · Utility Relationships · Offtake Delivery
Full team credentials and references available under NDA.
"Your capital is the key. The door it opens is North America's hydrogen position, a contracted Blackstone-backed data center exit, 20-year solar cash flows, OZ-qualified energy recovery infrastructure, and biomass BTM power — backed by the most credentialed infrastructure development team assembled for this mandate."
NDA and Non-Circumvention Agreement required before full project details, co-developer identities, and Investment Memorandum are released. You will receive the DocuSign agreement within minutes of your request. PEAK Global Capital, Inc. is currently actively mandated across 6 infrastructure platforms — Project Alpha, Project Horizon, Project Sol, Project Bridge, Project Scaffold, Project Bedrock, and Project Forge.
Jason Thompson | Founder & CEO | PEAK Global Capital, Inc.
+1 (404) 933-3243 | jason@peakglobalcapital.com
To execute the NDA and access the full data room, click Request Data Room Access above or email jason@peakglobalcapital.com directly with subject line: NDA Request — PEAK Global Capital. You will receive the DocuSign agreement within minutes.
PEAK Global Capital