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

  1. Preparation

    Model, valuation, data room, and marketing materials.

  2. Marketing

    Targeted outreach, NDAs, and first-round indications.

  3. Diligence

    Shortlisted buyers review the data room and submit LOIs.

  4. 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