Advisory
Transaction advisory for developers, independent power producers, and asset owners buying or selling solar and energy assets at any stage.
Sell-side
For developers and owners monetizing a project, pipeline, or operating portfolio.
- Positioning and valuation. Financial model, valuation range, and a clear view of what buyers will discount.
- Marketing materials. Teaser, confidential information memorandum, and buyer-ready data room.
- Buyer outreach. Targeted list of strategic acquirers, IPPs, and financial buyers matched to asset type and stage.
- Process management. Bid rounds, LOI comparison, and diligence coordination.
- Negotiation through close. Support on purchase agreement terms, milestone payments, and closing conditions.
Buy-side
For acquirers building a pipeline or adding operating capacity.
- Sourcing. Off-market and marketed opportunities that fit your territory, size, and stage criteria.
- Underwriting. Independent review of the seller's model, assumptions, and production estimates.
- Development diligence. Site control, interconnection position, permitting path, and offtake.
- Bid strategy. Pricing, milestone structure, and terms that protect you if the project stalls.
Diligence and valuation
Standalone engagements for owners, lenders, and investors who need an independent view.
- Operating asset reviews. Actual versus expected production, equipment issues, and O&M performance.
- Capital structure review. Construction and bridge debt, liens, and outstanding obligations that affect a sale.
- Pipeline valuation. Value by development milestone, with the risks that move it.
- Portfolio valuation. Fixed-fee Valuation Snapshots and Sale-Readiness Packages. See valuation services.
- Investor-ready packages. Deck, institutional model and data room for developers raising capital or preparing a sale. See the package.
- Modeling retainers. Ongoing modeling support for teams without a full-time analyst. See retainer terms.
How a sell-side process runs
Preparation
Model, valuation, data room, and marketing materials.
Marketing
Targeted outreach, NDAs, and first-round indications.
Diligence
Shortlisted buyers review the data room and submit LOIs.
Close
Purchase agreement negotiation, conditions, and funding.
Asset coverage
- Community and shared solar
- Commercial rooftop and carport solar
- Agrivoltaic projects
- Utility-scale solar
- Pre-NTP development pipelines
- Operating portfolios