Company: CLSO
Filing Date: 2025-09-23
Form Type: S-1
Source: 0001213900-25-090236
Chunk: 21

Company: Climate Transition Special Opportunities SPAC I
Filing Date: 2025-09-23
Form: S-1
Chunk 21
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 with digital technologies enhancing the adoption of practices such as cover cropping, no -tillsystems, and biological inputs, while major food producers and retailers increasingly embed regenerative principles into sourcing strategies to align with sustainability goals and evolving consumer expectations. According to Market.us, the Regenerative Agriculture market size is expected to reach $31.6billion in 2032, representing a CAGR of 14% during the forecast period from 2023 to 2032. Despite strong momentum, companies within our target sectors, specifically climate transition and renewable energy, face intensifying capital constraints. High interest rates, subdued M&A activity, limited public market access, and persistent policy uncertainty have created a more challenging funding environment. These pressures have led to project cancellations and company closures, even amid record climate tech investment, highlighting the volatility of early -stageventures and the importance of executional discipline. As climate -relatedcost pressures intensify, we believe companies delivering solutions in cooling technologies, AI -drivenefficiency, catastrophe risk management, and energy resilience are consistently outperforming sector peers. The recent withdrawal of federal support has also disrupted the clean energy landscape. According to Utility Drive, reductions in IRA incentives could jeopardize hundreds of thousands of jobs, including over 330,000 in solar and storage by 2030. In May 2025 alone, clean energy project cancellations reached $1.4 billion, bringing total losses to $15.5 billion year -to-date, according to E2 and the Clean Economy Tracker published in June 2025, with over $2 billion in planned facilities scrapped since the inauguration, according to research conducted by ESG Drive. We believe our ability to help companies with reliable, cost -effectiveinfrastructure solutions in distressed situations is one of our key competitive advantages, and we believe we can help companies navigate uncertainty, unlock operational efficiencies, and accelerate their climate transition goals by aligning with macroeconomic and policy tailwinds. We also believe our management team’s history of operational experience directly aligns with these high -impactareas, offering target companies not only operational stability but also a competitive edge in a rapidly evolving market. Specifically, Robert Zulkoski, our Chief Executive Officer, brings over four decades of investment experience, with a distinguished track record in distressed assets and special situations. He founded Pangaea Capital Management, a Singapore -basedfirm focused on distressed debt, real estate restructuring, and corporate turnarounds across Asia. Under his leadership, Pangaea deployed over $2 billion in capital,