CAC Specialty

Website

CAC Specialty is a leading specialty insurance broker and advisor that provides expertise and placement capabilities across the spectrum of insurance and capital markets. CAC delivers customized solutions for a wide range of risks, serving both large corporations and small-to-medium enterprises. As an employee-controlled company, we house top industry talent dedicated to meeting our clients’ comprehensive risk management needs.

Our dedicated Tax and Natural Resources teams work together to craft innovative and unique renewable and tax insurance solutions that can help you take a project from early-stage concept and development through completion, across a variety of industries including: Oil & Gas (Upstream, Midstream, Downstream), Power, Utilities and Renewables, Mining and Metals, and Surety.

Crux Climate

Website

Crux is the ecosystem for developers, tax credit buyers, and financial institutions to transact & manage transferable tax credits. Our network & tools streamline transactions, provide access to a large market, and reduce risk & increase trust.

A&O Shearman

Website

A&O Shearman transforms the way law is practiced, to deliver unparalleled results for our clients’ most complex matters – everywhere in the world. We’re a law firm at the forefront of the forces changing the current of global business.

With over 320 global energy and infrastructure lawyers, including more than 60 attorneys in the Americas, we offer a deep and well-resourced team across practices and industries. The result is more relevant and focused advice, delivered quickly to ensure our clients’ investment objectives and that we add value from day one.

Acadia Infrastructure Capital

Website

Serving our mission to advance reliable clean energy in the United States, Acadia Infrastructure Capital pairs equity capital with corporate tax capital, offering developers a competitive alternative to traditional tax equity and providing corporations with streamlined access to new renewable energy tax credits through projects with community benefits.

Our approach goes beyond traditional investment methods, emphasizing bespoke product structuring to ensure adaptability in an ever-evolving energy market.

We seek to provide value-added structures, including by:

• Strategic structuring for revenue optimization,
• Taking carefully selected development risks, or
• Integrating technologies that increase the reliability of clean energy.

We work with a smaller number of larger capital pools who often prefer more direct investment opportunities, transparency, and control than what a blind pool fund offers. Scale-wise, these programs usually fall within $100m – 400m total targeted capital deployment per unique investment partner.

For tax credits, we originate opportunities, screen for quality, and perform the structuring, underwriting and transaction negotiation necessary to facilitate a clean tax credit transfer for a corporate buyer. Acadia can implement preferences around technology, community benefits, credit size, and REC procurement, balancing those factors with credit pricing.

Atheva

Website

Atheva is the leading partner for clean energy tax transferability. Buyers can reduce tax liabilities while supporting the finance of clean energy projects for sellers. Our managed marketplace and personalized approach allow us to deliver the best match for companies based on their specific needs. We provide an easy, streamlined process from match to close. At Atheva, our focus goes beyond a single transaction; it’s about being a reliable partner to support ongoing project financing. For more information, visit atheva.com

Baker Botts

Website

Baker Botts is a globally respected law firm with 725 lawyers and 14 international offices. We are driven by the highest ethical and professional standards. This professionalism, combined with industry knowledge and insights and our understanding of the law, helps us to deliver effective, innovative solutions for our clients.

For more than 175 years, Baker Botts has delivered results-oriented services, establishing us as a leading law firm. Our reputation is complemented by our leadership in government, the judiciary and our communities. Regardless of size, sector or jurisdiction of a client, our commitment is to help achieve their business objectives.

Bildmore Renewables

Website

Bildmore is an EnCap Energy Transition Fund (ETF) 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 10 to 15 minority investments annually, initially focused on utility-scale projects and sponsors who 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 ETF. Together they bring decades of power and energy project experience from a developer’s perspective, the key to fast transaction approval and funding.

Davis Polk & Wardwell LLP

Website

Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Industry-leading companies and global financial institutions know they can rely on us for their most challenging legal and business matters. The firm’s top-flight capabilities are grounded in a distinguished history of 170 years, and our global, forward-looking focus is supported by offices strategically located in the world’s key financial centers and political capitals. More than 1,000 lawyers collaborate seamlessly across practice groups and geographies to provide clients with exceptional service, sophisticated advice and creative, practical solutions. Visit davispolk.com

Empact Technologies

Website

Empact Technologies maximizes the impact of clean energy project tax incentives with the industry’s premier IRA management platform. Empact combines proprietary SaaS technology with professional services to ensure regulatory compliance, secure project construction financing, and protect investors from IRS recapture risk.

Empact works with EPCs to proactively identify and manage IRS regulatory requirements for prevailing wage and apprenticeship compliance issues before they impact tax credits. Collaborating with steel, iron, and major equipment suppliers ensures domestic content tax incentive qualification. Empact also supports developers to confirm energy community and low-income community qualification.

Empact enables successful transactions by reducing investor-required protections. When tax credits are sold, Empact protects the tax credit investor from recapture audit risk by maintaining a comprehensive compliance data repository for the full ITC or PTC tax period.

Empact offers a complete turnkey experience for developers to create community benefits, implement project-level ESG, sustainability, and supplier diversity, while managing project execution risk.

Greenberg Traurig

Website

Greenberg Traurig is a global law firm with more than 2,650 attorneys in 47 locations in the United States, Latin America, Europe, Asia, and the Middle East. Our dynamic Renewable Energy team is vertically integrated to cover all aspects of the life of a project from development through construction, to financing and M&A, with in-depth understanding of the ever-evolving regulatory framework. Our senior attorneys have been leaders in the industry for more than 25 years and have handled some of the world’s largest and first-of-their-kind energy projects. We routinely advise project sponsors and developers, tax equity and cash equity investors, banks, and institutional investors, lenders, insurance companies, equipment manufacturers, energy companies, utilities, and other energy industry participants on traditional and pioneering innovative structures with unparalleled experience and commitment.

Euclid Transactional

Website

Euclid Transactional is a market-leading firm specializing in transactional insurance underwriting and claims handling. The firm provides underwriting services for representations and warranties, tax, contingent liability, and other transactional insurance products. We seek to provide best-in-class service for clients, lawyers, and brokers on deal time and with the commercial priorities of our partners in mind.

Euclid Transactional has underwritten over 5,000 policies and insured more than $4.0 trillion in total deal volume — among the most in the industry.

Our claims team — the industry’s largest dedicated team — leverages deep experience on both the underwriting and claims side to drive fair resolutions. Backed by the financial security of our highly-rated insurance carrier partners, we have made over $523 million in claims payments.

With offices New York, London, Toronto, Frankfurt, Copenhagen, Stockholm and Chicago, we cover the US, Canada, Europe, the Middle East and Africa (EMEA) with leadership by industry veterans.

Foss & Company, Inc.

Website

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.

Lockton Companies

Website

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.

McGuireWoods LLP

Website

McGuireWoods’ cross-discipline, cross-practice energy industry team brings together legal, policy, energy technology and business experience to meet the challenges our clients face. Our energy industry experience has been recognized for the depth of our bench (more than 100 interdisciplinary lawyers) and the extent of our experience. We have been serving some of our energy clients for nearly 50 years.

We advance our renewable energy clients’ interests by getting deals done, by helping clients successfully and creatively navigate the complexities and pitfalls in this dynamically evolving industry and by maximizing the value of various tax, energy, environmental rules, markets and governmental incentives available to the renewable energy industry.

Norton Rose Fulbright US LLP

Website

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 26 years can be found on the firm’s website. Its Currents podcast has had more than three 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.

Stonehenge Capital

Website

Stonehenge is a nationally recognized marketplace leader in federal and state historic tax equity with 25 years of experience providing creative capital solutions to sponsors, developers and institutional investors. With fresh thinking that leads to better results, Stonehenge is not the same old style of investment firm, but something else entirely. Some call it transformational capital. We call it the right way to do business.

Weil

Website

Founded in 1931, Weil has provided legal services to the largest public companies, private equity firms and financial institutions for more than 90 years. Widely recognized by those covering the legal profession, Weil’s lawyers regularly advise clients globally on their most complex Litigation, Corporate, Restructuring, and Tax, Executive Compensation & Benefits matters. Weil has been a pioneer in establishing a geographic footprint that has allowed the Firm to partner with clients wherever they do business.

WTW

Website

WTW is one of the largest and most experienced global insurance brokerages in the world, with more than 45,000 employees and roots dating back to 1828. Our depth allows us to employ subject matter experts in all relevant practices (i.e., tax, property and casualty, captives, surety) to ensure that you will receive a comprehensive suite of protection for your renewable energy projects. Our history offers assurance that we will be there for you when it matters most. WTW’s Tax Insurance Team has extensive experience at the IRS (auditing and examining tax credits, partnership and corporate tax issues), and at a renewable developer purchasing tax insurance, preparing audit defense strategies, and simultaneously defending an audit with the IRS within an insurance claim process. Our unique and multi-faceted expertise allows us to effectively guide our clients from placement through the claim process while simultaneously providing insights that can strengthen your company strategy. Additionally, WTW’s broader renewable energy team, including property and casualty, surety and captives (among others), brings decades of experience and includes former energy underwriters, engineers and industry veterans.

Concentro

Website

Concentro is a platform unlocking tax credit transfers for DG clean energy projects. Through a differentiated, hands-on approach, we provide middle-sized projects and portfolios (e.g., C&I, Community Solar, Residential etc.) access to monetize tax credits with improved economics. We give access to buyers, provide full-wrap insurance, execute the diligence, bundle projects to get economies of scale and take care of the entire process.

Monarch Private Capital

Website

Monarch Private Capital manages tax equity impact funds that positively impact communities by creating clean power, jobs and homes. The funds provide predictable returns through the generation of federal and state tax credits. The Company offers innovative tax credit equity investments for renewable energy, affordable housing, historic rehabilitations, film and other qualified projects. Monarch Private Capital has long-term relationships with institutional and individual investors, developers and lenders that participate in these types of federal and state programs. Headquartered in Atlanta, Monarch has offices and professionals located throughout the U.S.

Reunion

Website

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.

Clean Energy Counsel

Website

Clean Energy Counsel is a mission-driven law firm of specialized attorneys who offer
industry-focused knowledge and experience in all types of sustainable energy projects. The
firm offers a full range of legal services to support clean energy projects at every phase in
their life cycle—through development, construction, financing, and ongoing operations.
CEC’s growing tax equity and tax credit practice represents both developers looking to
monetize tax credits as well as tax equity investors and buyers of ITCs, PTCs, EV charging
station credits and a whole range of new clean energy tax credits. Clients seek out the firm
for its clear-eyed focus on market terms paired with practical tax advice and opinions that
keep commercial outcomes in mind. The CEC team gets deals closed and projects built,
because they believe their clients’ success changes the world’s trajectory for the better.
Advancing clean energy isn’t just a job at Clean Energy Counsel; it’s hope for the future.

Lockton Companies (Reception Sponsor)

Website

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.