Accelerating Enterprise Value in Renewable Energy & Climate Tech through Actionable Insights & Execution Intelligence

We partner with institutional investors to uncover overlooked opportunities, de-risk capital allocation, and scale renewable energy & climate tech assets into high-performance enterprises.

Explore Our Focus Areas

$3B+

Assets Advised

In Renewable Energy assets advised globally

6

US & PCT Patents

US & PCT Patents across waste-to energy and biofuels

250M+

Gallons

of biofuels produced/sold under operational leadership

15-30%

EBITDA Uplifts

EBITDA uplifts on turnaround assets in renewable energy & biofuels

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 Explore SAF Margin Strategies

SAF Advisory

BECCS at Biorefineries: Double-Stacked Returns

Fermentation CO₂ capture can stack 45Q + 45Z credits into a defensible cash engine that fully integrated operators can execute at scale.

Carbon Credit Architecture

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.

Technology ScaleUp

Green H₂: Right-Sized, Bankable, Built by 2027

Compressed 45V timelines under OBBBA make megaprojects risky — but power-advantaged, co-located H₂→NH₃/MeOH assets still pencil strong IRR in the right niches.

Insight: Beyond 45V | Electrolyzer Economics

Emerging Watchlist

Geothermal Baseload for AI & Industry — Resource-proven basins within fiber reach are gaining offtake attention as wind/solar timelines tighten.

Insight: Ocean as a balance sheet

CONNECTED VALUE CHAIN

We advise at critical transition points in the chain — where upstream realities alter downstream economics. This is where enterprise value is won or lost.

Our work spans the interconnected value chain of renewable fuels, green hydrocarbons, carbon markets, and energy storage — where success in one domain often drives returns in another.

From tech due diligence to market entry, we have scaled, acquired, and turned around assets with measurable EBITDA, IRR, and FCF impact.

Feedstock Origination

UCO, tallow, brown grease, biomass, MSW — the input isn’t raw material, it’s margin.

We structure supply corridors with logistic certainty, price transparency & contract resilience.

Feedstock Strategy

Conversion Technologies

HEFA, AtJ, FT, PtL, HTL, gasification, enzymatic recycling, — not all are bankable.

We align tech pathways with scale-readiness, feedstock variability, and real-world uptime.

E-Fuels (PtL) / AtJ

Revenue Architecture

45Z, 45Q, LCFS, EU RED III, VCM — monetization depends on pathway, jurisdiction, and policy foresight.

We design stacking logic, market eligibility, and durability of revenue flows.

Carbon Credit Architecture

Asset Strategy & Growth Optionality

Geography, modularity, dispatchability, integration potential — capex is half the story.

We assess downside protection, EBITDA resilience, and second-phase growth viability.

Asset Optimization

Product Design & Offtake

SAF, Renewable Diesel, Green H₂, Ammonia, Methanol, PLA/PHA, Platform Chemicals.

We structure output into offtakes that anchor IRR to execution quality — spec-matching, credit compliance, and price certainty.

Biobased/Platform Chemicals

VALUE IN ACTION

Power To Liquid (PtL)

De-risked $200M+ investment for sovereign wealth fund via full techno-commercial validation for e-fuels & biomaterials

Power to Liquid (PtL) Advisory

Biomass & Municipal Solid Waste (MSW)to Synfuels

Assessed technology maturity, IRR sensitivity & bankability for early-stage VC bet

Cellulosic Biofuels / Synfuels

Cellulosic Biofuels &
Green Hydrocarbons

Guided European PE firm through market sizing, platform potential & IRR calibration

Green Hydrogen

Renewable Diesel (RD) & Sustainable Aviation Fuel (SAF)

Designed investment strategy for capital-efficient entry, margin structures, incentive stacking & market prioritization

SAF Investments

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.

View De-Risking Approach

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.

Discover Resilience Planning

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.

Accelerate Capital Deployment

Performance Optimization

Asset Conversion

Transforming idle or distressed assets into competitive operations, improving EBITDA & IRR through debottlenecking, OPEX reduction or yield optimization

Optimize Asset Performance

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.

Explore Investment Origination

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.

View Transaction Advisory Insights