He spent eight years sourcing solar panels at scale before most utilities had a solar procurement department. Now he tells private equity exactly where the smart money should go in cleantech.
Dirk Morbitzer runs DIMOCO Inc. from Novato, California. The firm is small by design. Its focus: helping private equity investors identify, qualify, and understand opportunities in solar and energy storage - the part of the market where complexity creates the kind of information gaps that make a 25-year supply chain veteran genuinely useful.
The CRM entry says "CEO at GLG." The more accurate read is that he is one of GLG's top-ranked experts in energy - sitting in the top 1% of over a million consultants worldwide. That ranking isn't a credential he earned by presenting at conferences. It reflects years of real-world supplier negotiations, procurement decisions, and operational leadership that institutional investors now pay to access by the hour.
Before DIMOCO, Morbitzer led global supply chain strategy as Group CEO of AEROCOMPACT Group Holding AG, an Austrian company that makes the mounting systems that hold solar panels on rooftops and open ground. He joined as CEO for North America in 2021 and stepped into the global CEO role in January 2023. That same year, he stepped back to build DIMOCO - which says something about how he thinks about leverage. Running a multinational is one kind of impact. Advising the investors who fund dozens of companies in the sector is another.
"The solar industry still runs on relationship capital - knowing who can actually deliver matters more than any RFP."
- Dirk MorbitzerThe eight years he spent at Sunrun between 2013 and 2021 define much of his professional DNA. Sunrun grew during that period from a residential solar startup into the largest residential solar company in the United States. Morbitzer was Director of Strategic Sourcing for the duration - managing the supplier relationships and procurement strategies that made rapid growth possible without sacrificing quality or margin. He was sourcing solar hardware at scale when the residential solar market was still finding its footing. By the time he left, the playbook was written.
Before solar became his industry, he spent six years at Accenture specializing in supply chain management. Those were the years that taught him how to think structurally about sourcing, how to read supplier landscapes before they mature, and how to negotiate contracts that survive commodity swings. Accenture was also where he learned to work across geographies - a habit that has followed him through every role since.
DIMOCO Inc. was founded in January 2023 in Novato, California. The name comes from Dirk Morbitzer Consulting - a firm that exists to do exactly what the name suggests, without the overhead of a large consultancy or the generalism that comes with scale.
The firm's work sits at the intersection of solar industry operations and investment decision-making. On one side: companies preparing for private equity investment, needing to show credible supply chains, quality assurance programs, and procurement strategies. On the other: PE firms and investors who need to understand what they're buying before they write the check.
The service categories map directly to Morbitzer's career. Strategic sourcing optimization - something he practiced at Sunrun for eight years. International supplier development - skills built through Accenture and refined across three continents in the solar sector. Quality assurance program implementation - the kind of operational discipline that separates solar companies that scale from those that don't.
Most solar deals fail or underperform not because the technology is wrong, but because the supply chain and procurement strategy wasn't stress-tested before capital was deployed. That's the gap DIMOCO fills.
Where DIMOCO's offering gets genuinely distinctive is in M&A support. Morbitzer has sat inside solar companies during their growth phases - he knows what good supply chain infrastructure looks like and, more usefully, what corner-cutting that will eventually surface as a problem looks like. That pattern recognition doesn't come from industry reports.
When Morbitzer joined Sunrun in 2013, the company was still figuring out how to scale residential solar at a national level. By the time he left in 2021, Sunrun had become the country's dominant player in its sector - a $4.9B revenue business with operations in 22 states.
Being the Director of Strategic Sourcing for that entire run means he lived through every supply disruption, every cost pressure, and every supplier relationship that mattered. That's the experience PE firms now buy by the hour.
AEROCOMPACT makes the structural mounting systems for solar installations - the hardware that holds panels in place on every surface type, from rooftops to carports to open ground. As CEO for both North America and then the global group, Morbitzer was operating a manufacturing and distribution business with customers across multiple continents.
Morbitzer appeared at India's Renewable Energy India Expo 2022 as CEO of Aerocompact India - representing the company's Asia-Pacific expansion ambitions on one of the sector's major international stages.
GLG - Gerson Lehrman Group - is the world's largest expert network. It connects institutional clients with subject-matter experts for paid consultations: phone calls, roundtables, surveys, workshops, focus groups. The client base runs from hedge funds and private equity firms to corporate strategy teams and management consultancies.
The network has over a million registered experts. Ranking in the top 1% of the Energy Group is not a default credential for showing up - it reflects volume and quality of completed engagements, client feedback, and demonstrated relevance to what paying clients actually need to know.
For Morbitzer, the GLG ranking functions as an independent validation of market demand for his specific knowledge. Clients use GLG specifically because they want access to people who've made the real decisions in the sectors they're investigating - not academics or generalists, but operators who've sat across the table from suppliers and felt the actual dynamics of a market.
1,000,000+ registered experts worldwide. Clients include hedge funds, private equity, management consultancies, and corporate strategy teams. Expert calls average $300-$600/hour for senior practitioners. Top 1% ranking reflects both engagement volume and client satisfaction.
The topics GLG clients typically seek Morbitzer for overlap precisely with DIMOCO's core offering: solar supply chain dynamics, energy storage procurement, cleantech M&A diligence, and the operational realities of scaling a solar business internationally. The distinction between his GLG work and DIMOCO work is mainly one of format - GLG provides the platform and the client relationship; DIMOCO handles longer-term project engagements.
His Dipl.-Kaufmann from Fernuniversitat Hagen - Germany's largest distance-learning institution - reflects both his German roots and a particular kind of academic grit. Distance learning at a rigorous German university while building a career is not the easy path.
Adding Stanford's Energy Innovation and Emerging Technologies certificate to a German business degree and a CPM credential shows someone who never stopped studying the field they work in. Most executives choose one lane. Morbitzer collects the frameworks.
DIMOCO Inc. operates out of Novato, Marin County - 30 minutes north of San Francisco and an hour from Silicon Valley. It's the geography of someone who wants access to Bay Area networks without being absorbed by them. Close enough to the capital, far enough to think clearly.