Northeast Transportation Company
Transportation & Logistics
Last-mile transportation and logistics company focused on truck rental and leasing to commercial customers in the New York Tri-State area.
Challenge
Restructure and refinance existing $7M fleet to execute growth plan and prepare for public markets within 24 months, while navigating rapidly increasing interest rates.
Approach
- Sourced potential vehicle & equipment lenders
- Prepared comprehensive materials package for banks
- Led due diligence process, bank Q&A, and negotiations
- Solidified long-term lender relationship
$7MSuccessful refinance of $7M fleet within 5 months
25%Improvement in free cash flow
Secured additional working capital
The unique, thoughtful, and strategic approach to presenting information, consistent and transparent dialogue with us and the lenders, and the relationships helped us secure an outcome that supported our growth plans at a critical time for our business.
CEO, Northeast Transportation Company
Private Energy Company — New Product Launch
Energy Transition
Established power company seeking to launch and scale residential solar and battery storage business with unique financing approach.
Challenge
Create new financing products, raise equity and debt capital, and build comprehensive business strategy from ground-up.
Approach
- Sourced potential lenders and partners to facilitate new products
- Rebuilt company structures and systems to accommodate expansion
- Ground-up creation of materials, structures, and financing products
- Coordinated legal expertise, engineers, and technical advisors
Successful creation of new financing products
$200MRevenue trajectory established
50MW+Projects valued at $300M+
Private Energy Company — Crisis Navigation
Energy Transition
Energy company facing bankruptcy, requiring short-term bridge debt, supplier negotiations, equity raise, and enhanced risk management.
Challenge
Navigate bankruptcy; secure short-term bridge debt; switch to new suppliers; raise equity for next growth stage; enhance risk management and fortify business plan.
Approach
- Sourced risk management advisors
- Sourced and negotiated with new suppliers
- Raised short-term debt bridge
- Currently raising equity for next stage of growth
Risk management and advisory teams secured
$50MRevenue trajectory maintained
Successfully navigated distressed situation
Battery Storage Development Platform
Renewable Energy
NTP developer and sponsor-backed distributed generation battery storage development company focused on NY Tristate and New England.
Challenge
Ground-up company ideation, strategy, and leadership; secure developers, technology providers, legal resources, engineering, project structuring, and company strategy; position for disposition to long-term asset owner.
Approach
- Built distributed generation battery storage platform from ground-up
- Assembled developers, partners, business strategy, technology, legal expertise
- Led company development toward portfolio creation
- Structured for eventual sale to long-term asset owner
Successful launch and execution of business plan
50MWPipeline of battery storage projects secured
Positioned for disposition and value realization
Energy Investment Strategy — Launched from Scratch
Energy Transition
Challenge
Client desired to execute special situation investment and acquire largest BPO/third party service provider to US retail energy industry.
Approach
- Developed comprehensive investment strategy around deregulated and renewable energy retail
- Built complete ecosystem including site developers, technology providers, EPC candidates, financial advisors, and prospective acquirers
- Structured two-phase investment approach targeting both established platforms and emerging energy solutions companies
40Deals sourced and evaluated
1MCustomers under management
Successful platform acquisition
Hybrid Utility-Scale / Residential Solar Business Launch
Energy Transition
Challenge
Energy retailer sought to establish first-of-its-kind hybrid business model combining utility-scale and residential solar with comprehensive consumer financing.
Approach
- Developed ground-up business strategy, technology partnerships, legal structures
- Created innovative consumer financing products and secured lending partners
- Built relationships with relevant investment banks for deal flow
50MW+Project pipeline
$300M+Projected revenue trajectory
New financing products created
