London | Luxembourg | Milan, July 4, 2025 - EOS Investment Management Group (EOS IM), an independent asset manager among the leading players in sustainable investment and energy transition, announces the acquisition of a majority stake in RCM Energy S.r.l. (RCM), the inaugural investment of EOS Next Transition Fund II.
RCM, an Italian company based in Villafalletto (Cuneo), is today among the most dynamic national players active in the design and production of metal structures and solar trackers (or "trackers") for photovoltaic systems, a key sector for the development of renewable energy in Italy and Europe.
A strategic investment to accelerate the energy transition
The deal is another key piece in EOS IM's strategy to support high-potential Italian SMEs active in the energy transition, circular economy, and sustainable agriculture. EOS Next Transition Fund II acts as an industrial accelerator and strategic partner, supporting companies in their development path, with the aim of transforming them into integrated and competitive platforms capable of seizing the opportunities offered by a fast-growing market.
“With RCM Energy, we have completed the first investment of the new Fund, supporting an outstanding example of Italian industrial excellence at the forefront of today’s energy transition,” said Ciro Mongillo, CEO & Founding Partner of EOS IM. “RCM is a solid and innovative company, with a distinctive position in a strategic segment such as solar trackers. This represents just the first step of a broader industrial initiative aimed at strengthening the renewable energy supply chain and fostering the growth of national players capable of competing on international markets”.
RCM Energy: a rapidly growing industrial excellence
The company serves operators and EPC contractors nationwide and holds a leading position in the medium and small-scale plant segment. Over the past three years, RCM has recorded average annual revenue growth exceeding 50%, with an EBITDA margin above 25% in 2024. The company expects to maintain strong double-digit growth in the coming years.
This performance is set against a backdrop of ambitious European decarbonization targets and increasing demand for renewable energy infrastructure. By the end of 2024, Italy had reached an installed photovoltaic capacity of 37.08 GW (a 30% increase compared to 202) contributing approximately 14% to the national energy mix (up roughly 20%). Market forecasts estimate that the European solar tracker sector will reach a value of EUR 2.3 billion by 2025 and grow to over EUR 6 billion by 2030. RCM is therefore positioned as a strategic player in Italy’s clean energy value chain.
A future of innovation, sustainability and digitalization
Thanks to EOS IM’s strategic and financial support, RCM is well positioned to further accelerate its growth by strengthening its internal organization, expanding its service offering, and placing a strong focus on digitization, not only across its production and management processes, but also through the integration of advanced technological solutions into its products. The goal is to deliver increasingly smart, efficient solutions that meet the evolving needs of the energy market.
“RCM represents an excellent opportunity for value creation, not only due to its strategic positioning in a rapidly growing sector, but above all thanks to its capacity to evolve: from engineering excellence in the design and construction of complex structures, to becoming an integrated provider of high-tech solutions and services. Digitization and innovation applied to the energy transition will be the key drivers of this growth”, commented Gianni Galasso, Senior Partner at EOS IM.
With this transaction, EOS IM strengthens its role as a key player in the energy transition and in the sustainable development of the Italian entrepreneurial ecosystem, continuing to invest in high-potential businesses capable not only of contributing to change, but of actively shaping a more responsible and competitive future.
“In recent months, we’ve started laying the foundations for a new phase of growth together with EOS IM” said Alessandro Alladio, CEO and partner at RCM Energy alongside his brothers Dario and Giuseppe. “RCM has achieved important milestones in recent years, but the next stage of growth requires a step change: in structure, processes, and market approach. In EOS IM, we’ve found a partner with the vision, capabilities, and experience to guide us along this path, particularly in a fast-growing and constantly evolving sector.”