
Strategy and Corporate Transactions
Example Engagements

Business Strategy, Exit
Business Planning, Exit - Developed four (4) year business and finance plan, finalized partial private equity sale (75%) of business, and forward profit share and flow of funds agreement with Magnetar.
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M&A – Principal on 25-MW REC Solar Co-Financing / Acquisition; Advisor on Exit to Insurance Company.

PE Investment
Private Equity (Series B Eqv.) - Principal on $25mm Equity / $150mm Mezzanine capital raise for development of fleet of high-nitrogen organic fertilizer facilities, owned by Super Six start-up company.

Initial Capitalization
Electric Vehicle Series A - Internal management, financial model review and package, investor outreach and IB review as part of $120mm hybrid Series-A/ Capital investment facility with Generate Capital.

Non-Profit
Non-Profit Capital - Managed solicitation of corporate finance / development finance ($10mm equity, $20mm hybrid) for two (2) DC based solar non-profits
