Buy-Side Advisory for Renewable Energy & Climate Tech
We advise private equity, family offices, sovereign wealth funds, hedge funds, and board-level sponsors on asset-grade due diligence — including renewable energy due diligence and climate tech due diligence — capital deployment, and IRR-linked execution across renewable fuels, low-carbon molecules, and energy-transition platforms.
New investments • Existing asset optimization • Value-at-risk assessment • Scale-up feasibility
EXECUTIVE THESIS
SAF & E-Fuels: The Feedstock & Pathway Edge
Multi-pathway configurations (HEFA, AtJ, FT, PtL) with feedstock optionality can potentially out-compete single-pathway plants on margin resilience – not just capacity expansion alone
BECCS at Biorefineries: Double-Stacked Returns
Fermentation COâ‚‚ capture can stack 45Q + 45Z credits into a defensible cash engine that fully integrated operators can execute at scale.
Fuel Cells: Bridging the Datacenter Power Gap
48E-backed fuel-cells can cut short multi-year grid interconnection delays for hyperscalers, turning uptime guarantees into premium-rate offtake.
Green Hâ‚‚: Right-Sized, Bankable, Built by 2027
Compressed 45V timelines under OBBBA make megaprojects risky — but power-advantaged, co-located Hâ‚‚→NH₃/MeOH assets still pencil strong IRR in the right niches.
Emerging Watchlist
Geothermal Baseload for AI & Industry — Resource-proven basins within fiber reach are gaining offtake attention as wind/solar timelines tighten.
CONNECTED VALUE CHAIN
Our mandates span the linked value chain where feedstock economics, process technology, capital architecture, and exit pathways determine value.
Feedstock Origination
UCO, tallow, biomass residues, MSW — margin lives in CI, price, and logistics.
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Product Design & Offtake
SAF, RD, green Hâ‚‚, green methanol, platform chemicals—contract quality and premia defend IRR.
Conversion Technologies
Fischer Tropsch, Gasification, Alcohol to Jet—fit-for-scale depend on CI, uptime and TRL.
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Capital, Credits & Exit Strategy
45Z, LCFS, RINs, tax equity, roll-ups—value sits in stack design and exit timing.
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VALUE IN ACTION
Power To Liquid (PtL)
De-risked $200M+ investment for sovereign wealth fund via full techno-commercial validation for e-fuels & biomaterials
Biomass & Municipal Solid Waste (MSW)to Synfuels
​Assessed technology maturity, IRR sensitivity & bankability for early-stage VC bet
Cellulosic Biofuels & Green Hydrocarbons
Guided European PE firm through market sizing, platform potential & IRR calibration
Renewable Diesel (RD) & Sustainable Aviation Fuel (SAF)
Designed investment strategy for capital-efficient entry, margin structures, incentive stacking & market prioritization
CORE SERVICES
Technology De-Risking
Commercialization
Validating frontier technologies across energy storage, green hydrocarbons, advanced biofuels, platform chemicals, carbon sequestration, waste conversion & recycling for scalability, market fit, value capture and bankable offtake.
Portfolio Resilience
Market Positioning
Multi-pathway production, credit optimization (LCFS, RED III, CORSIA), credible offtake stacks and feedstock diversification — protecting IRR and FCF through policy cycles and commodity swings.
Time-to-Value Compression
Tailored Solutions
Shortening the period from capital allocation to positive cash flow by fast-tracking critical decision points with structured execution frameworks.
Performance Optimization
Asset Conversion
Transforming idle or distressed assets into competitive operations, improving EBITDA & IRR through debottlenecking, OPEX reduction or yield optimization
Opportunity Origination
Tailored Solutions
Surfacing under‑market or overlooked assets across SAF, Renewable Diesel, E‑Fuels and Platform Chemicals via proprietary sector scans, policy arbitrage, feedstock economics, and real‑world readiness signals.
Transaction-Grade Due Diligence
Expert Guidance
IC-ready technical, commercial, and policy due diligence for investments, JV, and strategic stakes — integrating financial models with operational risk assessment.
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