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
Financial Institutions Group (FIG)
- FinTech
- Payments & Digital Banking
- Banks & Depositories
- Insurance
- Asset & Wealth Management (Pension Funds, Hedge Funds, Sovereign Wealth Funds, etc.)
Technology & Telecommunications (T&T)
- Climate Technologies
- Electrified Transportation
- Software & SaaS
- Hardware & Semiconductors
- IT Services
- Telecom Infrastructure & Services (Fiber Optics, Data Center & 5G)
Power & Infrastructure (P&I)
- Utility-Scale Renewable Energy
- Distributed Energy Solutions
- Infrastructure Project Finance
- Power Generation & Utilities
- Transportation Infrastructure
- PPP’s & Municipal Finance
Our Services
M&A Advisory
Buy-side and sell-side across energy transition, infrastructure and tech
End-to-end transaction execution
Deal structuring and negotiation
Valuation and financial modeling
Strategic transaction positioning
Strategic Advisory
Guidance for companies navigating growth, market complexity and structural change
Corporate and growth strategy
Portfolio and capital allocation
Capital structure and liability strategy
Regulatory and market risk
Commodities and Environmental Markets
Revenue drivers, price formation and risk management for renewable assets
Power, REC and environmental attributes
Commodity price risk and volatility
Hedging and revenue stabilization
Market structure and pricing
Development Capital and Investor Strategy
Capital formation support for early- and mid-stage developers
Capital raise strategy and positioning
Financial models and investor materials
Capital stack optimization
Equity and structured capital advisory
Industry Presence
RE+
Projects & Money
New Orleans, LA | January 19–21, 2027
RE+ Northeast
Boston, MA | February 2–4, 2027
Solar & Wind Finance & Investment
Phoenix, AZ | March 14–17, 2027
CleanPower
Anaheim, CA | May 24–27, 2027
Acore Finance Forum
New York, NY | June 9–10, 2027
Our Team
Logan Williams
Founder & Managing Partner
David Marks
Aarush Mathur
Analyst
Heema Savsani
Alexandra Li
Analyst Intern
Gabriela Hochster
Aastik Srivastava
Alexandra Li
Analyst Intern
Gabriela Hochster
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From first inquiry to final outcome, our team is always available to assist you with reliable, expert support.