OUR SERVICES
Capital Planning & Commercial Structuring
We provide a comprehensive approach to capital management, designed to optimize your financial outcomes regardless of your current capital situation.
As the evolving energy landscape becomes increasingly complex and overwhelming, you need objective analyses from experts with access to industry benchmarks and best practices, which can inform decision-making, project prioritization, and uncover alternative ways of accessing and utilizing capital.
OUR APPROACH
01
Capital Planning
Short, medium, and long term investment strategies
02
EaaS Advisory
Delivery model evaluation and financial structure alignment
03
Financial Scenario Modeling
ROI, lifecycle costs, and risk sensitivity testing
04
Incentive & Funding Source Identification
Rebates, tax credits, and grant integration
05
Procurement Strategy and Vendor Selection Support
Bid development, evaluation, and vendor alignment
06
Contract Structuring and Risk Mitigation
Terms, obligations, and performance safeguards
07
Performance Guarantee Structuring and Verification
M&V protocols and enforcement
08
Structured Finance Readiness Advisory
Synthesizing operational/technical data into treasury-ready investment narratives
OUR PROOF
From Fragmentation to Fluidity
Inconsistently formatted and prioritized financial project requests from individual facilities hindered a large multi-hospital health system from securing financing for a badly needed upgrade. We partnered with leadership to standardize project intake, normalize cost and lifecycle data, and translate technical scopes into CFO-ready narratives. This enabled the treasurer’s office to effectively blend project financing strategies (debt, incentives, cash reserves) and secure board approval for $120M in phased upgrades over five years.
