Independent M&A Advisory for the
Next Generation of Infrastructure
Expert M&A advisory tailored for infrastructure and tech-driven businesses, focused on smarter deals, stronger returns, and future-ready outcomes.
Our Industries
Power & Infrastructure (P&I)
- Utility-Scale Renewable Energy
- Distributed Energy Solutions
- Infrastructure Project Finance
- Power Generation & Utilities
- Transportation Infrastructure
- PPP’s & Municipal Finance
Technology & Telecommunications (T&T)
- Climate Technologies
- Electrified Transportation
- Software & SaaS
- Hardware & Semiconductors
- IT Services
- Telecom Infrastructure & Services (Fiber Optics, Data Center & 5G)
Financial Institutions Group (FIG)
- FinTech
- Payments & Digital Banking
- Banks & Depositories
- Insurance
- Asset & Wealth Management (Pension Funds, Hedge Funds, Sovereign Wealth Funds, etc.)
Our Services
Advise clients on buy-side and sell-side transactions in energy transition, infrastructure, & technology sectors supporting mergers, acquisitions, and divestitures. Provide end-to-end transaction support, including market analysis, deal structuring, financial modeling, and negotiations.
Guide developers in securing offtake agreements that enhance project viability and ensure revenue certainty.
Assist with contract negotiations and risk assessments to improve terms and attract investors and financing.
Structure and secure debt & tax equity financing for large-scale solar, wind, and battery storage projects.
Corporate Strategy | Business Development | Portfolio Optimization | Industry Transitions & Regulatory Risk Management | Capital Structure & Liability Optimization | Cross-Border & Geopolitical Risk Advisory | Valuation & Financial Modeling
Debt Capital Markets (DCM)
Private Capital Advisory (PCA)
Interest Rate Derivatives | Swaps | Futures & Options for Risk Management
Our Services
M&A Advisory
- End-to-end transaction execution
- Deal structuring & negotiation
- Valuation & financial modeling
- Strategic transaction positioning
Strategic Advisory
- Corporate & growth strategy
- Portfolio & capital allocation
- Capital structure & liability strategy
- Regulatory & market risk considerations
Commodities & Environmental Markets
- Power, REC & environmental attribute markets
- Commodity price risk & volatility
- Hedging & revenue stabilization
- Market structure & pricing dynamics
Development Capital & Investor Strategy
- Capital raise strategy & positioning
- Financial models & investor materials
- Capital stack optimization
- Equity & structured capital advisory
Industry Presence
Acore Finance Forum
New York | May 13–14, 2026
Clean Power (ACP)
RE+
Industry Presence
Projects & Money
New Orleans, LA | January 12 – 14, 2026
RE+ Northeast
Solar & Wind Finance & Investment
Pheonix, AZ | March 15 – 18, 2026
Our Team
Logan Williams
Founder & Managing Partner
David Marks
Haoran Fu
Start the Conversation
From first inquiry to final outcome, our team is always available to assist you with reliable, expert support.