Energy Storage Finance & Investment

ACCURE

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ACCURE is the leading provider of predictive analytics solutions for battery energy storage. We empower companies to reduce risk, enhance performance, and maximize the business value of their energy storage investments. Our advanced AI algorithms simplify the complexity of battery data, enabling safer, more reliable, and more sustainable operations.

With deep expertise in battery technology and data analytics, we deliver unique clarity to energy storage management. Our solutions enable customers worldwide to optimize the performance and safety of their battery systems while minimizing costs and environmental impact. Visit accure.net to learn how you can achieve your energy storage goals.

Ascend Analytics

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Ascend Analytics, an innovative leader at the forefront of the energy transition, offers advanced software and consulting services that capture the evolving and real-time dynamics of energy markets. Ascend Analytics provides its customers with optimized and comprehensive decision analysis that span long-term planning to real-time operations in the electric power supply industry.

Leveraging its proprietary software and more than 20 years of expertise, Ascend bridges fundamental physical system conditions with financial outcomes. The company provides critical and highly precise insights to steward capital investments and manage operations, making it an invaluable and key partner to utilities, developers, financiers, and corporate off-takers in managing the complexities of energy portfolios and markets .

The company’s unique ecosystem – which includes planning, valuation, risk management, and power market operations – is trusted by more than 250 leading-edge businesses and is the platform-of-choice that fuels more than $6 billion in asset investments.

Bildmore Clean Energy

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Bildmore is an EnCap Energy Transition Fund (EETF) backed investment platform focused on passive minority equity positions in battery storage, solar, and other energy transition projects that cannot attract traditional renewable “tax equity” financing. The company expects to make 8-10 minority investments annually, focused on utility-scale and DG projects and Sponsors that cannot meet the requirements for tax equity but want to improve their economics beyond only transferring tax credits at a discount. Bildmore’s team is led by energy veteran David Haug, who has three decades of working relationships with the principals at EETF. Together they bring decades of power and energy project experience from a developer’s perspective, the key to fast transaction approval and funding.      

CRC-IB

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CRC-IB is a full-service investment bank providing industry-leading financial services across the energy transition spectrum. We leverage our capital markets and sector technology expertise to provide innovative project finance, capital raising, and M&A solutions, optimizing client outcomes in an ever-shifting sustainable energy landscape. Our belief since inception is that every transaction is a catalyst for change, every closing a step towards a cleaner future. To date, we have executed 290 project and corporate transactions for sustainable energy assets, valued at $52 billion in total.

DNV

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DNV is a leading independent assurance and risk management company. We provide clients with advice and market insights, services, certification, and advanced digital solutions grounded in deep engineering and technical expertise that help them seize opportunities and tackle risks arising from the energy transition. This includes averting a climate crisis and ensuring an equitable, sustainable energy future. Our experts empower customers across the energy value chain to de-risk, decarbonize, maximize value, and safeguard life, property, and the environment. We are also leading by example, with a bold ambition to become a carbon positive company.

Foss & Company, Inc.

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Founded in 1983, Foss & Company is a national tax equity investor and fund sponsor that has deployed nearly $8 billion in tax equity on behalf of insurance, banking, and other large corporate clients into tax credit enhanced transactions including historic rehabilitation projects, renewable energy and advanced energy production facilities. Foss & Company is a full-service advisor with proven expertise navigating the world of tax equity investments. For additional information, visit www.fossandco.com.

Fractal EMS

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Fractal EMS is a global leader in energy management systems for energy storage and renewable energy assets. Fractal EMS provides a comprehensive energy management suite of software, controllers, integration, and analytics (with options for 24/7 monitoring and market dispatch optimization. Fractal EMS was designed for mission-critical assets with stringent performance, uptime, and cybersecurity requirements. Fractal EMS is the industry’s only fully vertical controls provider with hardware-agnostic, turnkey solutions for BMS, EMS, and MPC, enabling buyers to choose different equipment for different projects using a unified software and controls platform. Learn more at www.fractalems.com.

Fractal Energy Storage Consultants

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Fractal Energy Storage Consultants is a specialized energy storage consulting and engineering firm that provides expert consulting, independent engineering, and advisory services for energy storage and hybrid projects. Fractal has unmatched experience since 2013, with 1,000+ consulting and engineering engagements globally. Fractal leverages a team of energy storage subject-matter experts and in-house modeling software to support utilities, developers, owners, financiers, and tax equity providers in evaluating technologies and projects for development, debt, equity investments, and M&A. Key services include project lifetime analysis, cost/revenue analysis, due diligence, procurement and contract support, buy-side and sell-side advisory, independent engineering reports, and engineering services. Learn more at www.energystorageconsultants.com.

Leo Berwick

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Leo Berwick is a transaction tax advisory firm that understands the commercial and tax issues that arise in renewables deals in the United States and Canada. Started by former Big 4 Tax Partners, Leo Berwick was created with the vision to provide dealmakers with practical, responsive, and commercial tax advice. We leverage decades of M&A tax experience to help a growing list of clients, including equity sponsors and institutional investors of US and Canadian renewables and broader infrastructure investments, pension funds, sovereign wealth funds, private equity firms, and publicly-listed companies. We provide value-added tax due diligence, structuring, and modeling services on transactions to clients around the world.

Morgan, Lewis & Bockius LLP

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From our offices in strategic hubs of commerce, law, and government across North America, Asia, Europe, and the Middle East, Morgan Lewis represents clients ranging from established, global Fortune 100 companies to enterprising startups. Our team of more than 2,200 lawyers and legal professionals provides comprehensive corporate, transactional, litigation, and regulatory services in major industries, including energy.

Morgan Lewis stands out among its competitors by offering “one-stop shopping” for clients involved in the energy industry, and our focus on energy enables us to stay ahead of issues and advancements so that we can respond to our clients’ needs with agility and speed. Our multidisciplinary team consists of individuals who are not only accomplished corporate, finance, regulatory, intellectual property, labor and employment, and commercial litigation lawyers, but also seasoned in energy-related matters.

Founded in 1873, we stand on the shoulders of more than 150 years of achievement, but we never rest on our reputation.

Norton Rose Fulbright US LLP

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Norton Rose Fulbright is a global law firm and powerhouse in the project finance market. Its projects group did $211 billion in 448 significant transactions in the last five years. It works in some capacity for most of the major developers who are active in the US market. It is also a prominent thought leader. Its Project Finance NewsWire goes to more than 81,000 people. Issues back 27 years can be found on the firm’s website. Its Currents podcast has had more than 3.2 million downloads in five years. Its periodic live podcasts on topical subjects draw 2,000 to 6,000 people for the live sessions and thousands of downloads for the recordings.

Orennia

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Founded in 2021, Orennia is the leading all-in-one platform for accurate data, predictive analytics and actionable insights across the energy transition. Orennia’s platform is relied upon by the most sophisticated investors and developers to make more efficient capital-allocation decisions and maximize returns in the solar, wind, storage, power, RNG, CCUS, clean fuels and hydrogen sectors. The technology that powers Orennia’s platform delivers an unparalleled experience, distilling information into actionable insights to give clients a competitive edge. 

Stem

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Stem, Inc. (NYSE: STEM) provides solutions that address the challenges of today’s dynamic energy market. By combining advanced energy storage solutions with Athena®, a world-class AI-powered analytics platform, Stem enables customers and partners to optimize energy use by automatically switching between battery power, onsite generation and grid power. Stem’s solutions help enterprise customers benefit from a clean, adaptive energy infrastructure and achieve a wide variety of goals, including expense reduction, resilience, sustainability, environmental and corporate responsibility and innovation. Stem also offers full support for solar partners interested in adding storage to standalone, community or commercial solar projects – both behind and in front of the meter. For more information, visit www.stem.com

Troutman Pepper Locke

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Troutman Pepper Locke’s award-winning renewable energy practice is leading the energy evolution by handling many of the industry’s largest, most innovative, and transformative projects and transactions. We actively advise clients on recent trends and emerging business opportunities involving onshore and offshore wind, solar, energy storage, hydrogen, fuel cells, and carbon capture projects. We are proud to represent a broad array of leading sponsors, lenders, private equity funds, developers, utilities, and independent power producers across all types of renewable energy project finance, development, M&A, commercial, and regulatory matters in North America and beyond. Our bench is backed by top transactional and regulatory practitioners in order to maximize the value of transactions in the heavily regulated energy space.

Crux Climate

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Crux is the capital markets technology company changing the way clean energy and manufacturing projects are financed in the US. Crux’s platform, market intelligence, and expert team help developers and manufacturers raise capital through all stages of project development and operation. The company’s first offering is the leading platform for tax credit transfers. Since its launch in 2023, Crux has raised more than $27 million in funding from venture capital and strategic investors. Crux’s world-class team brings together expertise from energy, tax, finance, government, and technology to power an abundant, resilient, and secure energy future.

Empact Technologies

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Empact Technologies is a leading clean energy IRA compliance management platform. Our software and services enable utility and community-scale project developers and investors to ensure their projects are fully compliant with Prevailing Wage and Apprenticeship (PWA), Domestic Content, Energy Community, and Low-Income Community requirements.

Developers and investors of solar, energy storage, wind, carbon capture and sequestration, and other clean energy project technologies use Empact to maximize IRA tax credit qualification and mitigate IRS recapture audit non-compliance risk.

Empact supports clients across the tax credit value chain including project developers, EPCs and contractors, equipment suppliers, tax credit investors, and insurance firms. We ensure IRA compliance through the tax credit lifecycle from project development, pre-construction, financing, construction, and COD, to tax credit transactions and asset management phases.

Reunion

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Reunion’s mission is to accelerate investment into clean energy.

The Inflation Reduction Act has created a simpler way to finance renewable energy projects through the sale of tax credits. Reunion’s marketplace facilitates the purchase and sale of transferable tax credits to support solar, wind, battery, biogas and other clean energy projects.

Reunion works with leading clean energy project developers to easily sell tax credits to a deep pool of buyers. Corporations buy tax credits on the Reunion platform to support clean energy, while generating a compelling financial return. Through standardized due diligence, diversification, and insurance, we ensure that it’s easy and low-risk for corporations to purchase tax credits.

Reunion raised corporate funding from leading renewable energy investors in 2022, and our founding team previously raised over $2B to finance solar energy projects around the world.

Lockton Companies

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Lockton is a global insurance brokerage that helps clients mitigate risk through strategic advisory and partnership. What makes Lockton stand apart is also what makes us better: independence. Lockton’s private ownership empowers its 9,500+ Associates doing business in over 135 countries to focus solely on clients’ risk, insurance and people needs. With expertise that reaches around the globe, Lockton delivers the deep understanding needed to accomplish remarkable results.

Wilson Sonsini

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Wilson Sonsini is the firm of choice for companies, investors, and lenders seeking to structure, negotiate, and close groundbreaking transactions in the new energy economy and emerging climate solutions sector. As the newest, nimblest, and most focused projects law practice in the United States, we dedicate ourselves to a single goal: advancing what’s next in the energy industry and decarbonization technologies across economic sectors. Unlike other major law firms, our mission and resources are focused on advancing solutions to build the clean energy economy and address climate change, not fighting against the reality that all major economic sectors need to evolve, decarbonize, and be more efficient. We recognize the imperative—and the opportunities—presented by climate change and want to assist the innovators that will make a decarbonized future cheaper, more transparent, more equitable, and easier to use.

CapeZero

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CapeZero is a software-as-a-service company providing financial technology solutions to counterparties evaluating investment, financing, and sale options for clean energy projects. Almost every renewable energy project benefits from receiving a “structured tax credit investment” (i.e. tax equity, transferability, and direct pay). CapeZero’s modeling and deal analysis software provides developers, investors, and advisors with a platform to efficiently navigate structured tax credit investments. CapeZero enables stakeholders to make real-time, profit-optimizing decisions and build a clean energy future together.

GridBeyond

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GridBeyond’s vision is to deliver a global zero carbon future. By leveraging AI, we innovate and collaborate with our customers to create optimal value from energy generation, demand and storage to deliver a zero-carbon future. By bridging the gap between distributed energy resources and electricity markets, GridBeyond’s technology means every connected asset – whether utility-scale renewables generation, battery storage, or industrial load – can be utilized to help maximize opportunities and enhance the grid. By intelligently dispatching flexibility into the right market, at the right time, asset owners and energy consumers unlock new revenues and savings, resilience, and management of price volatility, while supporting the transition to a Net Zero future.