Representative engagements across capital formation, joint ventures, transformations, and special situations. Every mandate gets the same formula: capital, combined with strategic expertise, executed hands-on.
Exclusive advisor to a distributed generation platform launched by a retail-energy-turned-gen-tailer. Forged a multi-year joint venture with one of the largest renewable energy finance companies — bringing capital markets and a brand-new solar product together, and opening residential solar to millions of US households for the first time.
Exclusive AdvisorJV FormationEnergy TransitionStrategic growth advisory and capital strategy for a fast-growing solar firm — supporting its expansion from $17 million to $100 million in annual revenue while keeping the balance sheet built for the next stage.
Growth StrategyCapital AdvisoryTransformed a California gas supplier into a green retail energy leader — building a customer base of 25,000 and proving that sustainability and profitability compound each other rather than compete.
Platform TransformationRetail EnergyAdvised a New York City-based transportation company on the refinancing of its trucking fleet — an asset-backed special situation requiring speed, structure, and lender relationships.
Special SituationsAsset-Backed RefinancingOrchestrated a joint venture between two utility-scale solar developers — aligning pipelines, capabilities, and capital to compete for bigger projects than either could win alone.
JV FormationUtility-Scale SolarBuilt and managed a $75M energy-focused private equity portfolio and a $165M direct lending book across industrials, life sciences, and technology — 20+ transactions, 18 successful exits across equity and credit, with multiple restructurings turned into successful outcomes.
Private EquityDirect LendingRestructuringLet's discuss how we can provide dedicated partnership and strategic guidance for your next phase of growth.
Start a Conversation