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Veristar

Company Overview: AtSite Energy, an experienced operator in sustainable infrastructure transformation, officially became Veristar Energy, LLC in September 2025. Veristar Energy results from a strategic merger that combines the complementary strengths of Vergent Power Solutions and Lone Star Power Solutions into a single, unified onsite energy platform. Founded in 2014, Vergent Power Solutions designs, builds, and operates more than 200 onsite energy systems across North America, providing customers with permanent generation and integrated energy infrastructure. At the same time, Lone Star Power Solutions developed deep experience in distributed energy, onsite power,

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EverMetal

Company Overview: EverMetal Holdings (“EverMetal”) is a critical metals recycling platform built to scale high value recycling businesses across the critical metals value chain. Formed with the acquisition of Custom Alloys, LLC (“CAI”) in August 2025, EverMetal aims to support the global transition toward circular, resource‑efficient industrial systems. Headquartered in Belvidere, Illinois, CAI serves as EverMetal’s inaugural operating company and the foundation for platform growth. CAI is a trusted processor of premium, heat and corrosion resistant superalloy scrap used in aerospace,

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AGV Logística

Company Overview – AGV is a specialized third-party logistics provider focused on temperature-controlled warehousing and transportation for pharmaceutical, animal health and consumer goods clients. Its integrated IT platform delivers end-to-end visibility across a nationwide network of climate-controlled facilities and carrier partners, ensuring product integrity and regulatory compliance. Leveraging an asset-light model with tailored cross-docking capabilities, AGV aims to optimize supply chain efficiency while maintaining flexibility and service reliability. Environmental Impact – AGV’s cold-chain platform is built around resource-efficient logistics, using route optimization and load consolidation to

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Leveros

Company Overview – Leveros is a leading provider of advanced cooling and HVAC solutions across Brazil, operating an asset-light omnichannel distribution model that seamlessly connects manufacturers, installation services and end-users. Its portfolio centers on high-efficiency inverter air-conditioning systems, supported by a proprietary digital engagement platform and a dedicated after-sales service network. By integrating best-in-class product selection with swift delivery and technical support, Leveros seeks to elevate customer satisfaction. Positioned at the nexus of rising cooling demand and tightening efficiency regulations, Leveros exemplifies a technology-enabled

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McMillan-McGee, Corp (“Mc2”)

Company Overview – McMillan-McGee Corp (Mc2) is a global industry leader in in-situ soil remediation, applying advanced thermal remediation technologies to treat complex subsurface contamination. The company designs, implements and manages complex thermal remediation solutions, integrating specialized electromagnetic systems and engineering services to remove contaminants from soil and groundwater. Mc 2 provides solutions to industrial, environmental consulting, and government clients worldwide, with active projects in North and South America and Europe.   Environmental Impact – It is estimated that in

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ORIN Technologies, LLC (“ORIN”)

Company Overview – ORIN Technologies provides turnkey remediation and wastewater treatment solutions specializing in complex contamination treatment and per- and polyfluoroalkyl substances (PFAS) removal, leveraging bioremediation and advanced oxidation processes. Its ORIN’s patented Bioavailable Absorbent Media (BAM) solution specifically addresses the removal and destruction of PFAS. ORIN also provides project management services including labor, equipment, lab testing, chemical products and treatment applications. Environmental Impact – It is estimated that in 2025, there are 190,000 hazardous polluted sites in the U.S.1

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GR Water Solutions

Company Overview – GR Water Solutions specializes in providing water treatment solutions tailored for water-intensive industries. The company offers a wide range of products and services, including formulated products, disinfectants, flocculants, coagulants, and blended solutions. These products are meticulously designed to meet the diverse needs of clients in the water treatment sector. GR focuses on the development and delivery of innovative and effective products to meet the growing demand for water quality and environmental compliance. With a strong presence in

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Next Step Energy Solutions (“NSES”)

Company Overview – NSES is a leading provider of turnkey LED lighting system retrofit solutions, offering customers high ROI opportunities. Owners and operators of healthcare facilities, commercial real estate assets, education campuses, hotels, and industrial operations put tremendous value on NSES’s energy efficiency and cost savings solutions. NSES prides itself in high quality, white glove service offerings at a competitive price to meet high profile customers’ budgetary and quality standard requirements. Environmental Impact – NSES’s innovative system for delivering energy efficient

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Civic Renewables, Inc.

Company Overview – Civic Renewables is an emerging player in the renewable energy sector, offering innovative solutions for the installation of residential solar energy systems. The solutions provided by the company include residential solar installation, home battery energy storage services, and installation of electric vehicle (EV) chargers. Civic has experience with removal and installation of many solar mounting products in today’s market and has the expertise to handle all maintenance requests including repairs, replacement, or protection of residential solar systems.

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Polargy

Company Overview – Polargy designs and delivers solutions for data centers including hot and cold aisle containment systems, modular walls, and structural ceilings. Polargy focuses mainly on new data center development but also provides retrofit solutions to enhance energy efficiency and extend the useful life of data centers and the assets within them. Polargy has become one of the key providers for several of the established colocation companies and serves many of the largest companies in the technology sector, as

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U.S. Investment Strategy

Our US Climate Solutions Fund II focuses on: Lower mid-market segment Founder led businesses Currently profitable companies Proven technologies currently addressing climate change and pollution

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