Advisory Focus — Transactional Insight & Embedded Execution

Capital allocators don’t need market reports or theoretical frameworks — they need clarity on how capital, technology, carbon policy, and scale-up dynamics intersect in real time.

Operating as embedded partners, our work is structured around these inflection points and designed for investors, boardrooms, and operators seeking measurable value creation, providing hands-on support from deal screen to post-acquisition.

We work with decision makers to originate, evaluate, de-risk and scale mandates across renewable energy, climate tech and decarbonization — delivering technical clarity, monetization strategy and capital-ready outcomes measured in IRR, EBITDA or FCF, not slide volume.

Origination

Investment Strategy & Origination

The most compelling opportunities rarely surface through crowded auction processes. They emerge earlier — in policy-advantaged corridors, overlooked feedstock plays, or under-analyzed technology platforms.

We specialize in identifying these lanes before they are widely priced in.

Proprietary sector scans Early identification of investable projects based on technology readiness, CI trajectories, policy shifts & feedstock corridors.
Off-market insights across energy storage, biofuels, e-fuels, green hydrocarbons, or climate-tech ready infrastructure.
Opportunity mapping that ties technical feasibility, scale potential, and credit eligibility into one investment case.
Portfolio Resilience Structuring investments that can withstand shifts in credit policy or feedstock volatility.

Outcome: Investors move early, securing advantaged positions before value is priced in. The outcome is not just a list of prospects but a structured view of where capital can create defensible value.

Who We Partner With — Venture Capital

Insights — Green Hydrocarbons vs Green Hydrogen

Renewable Diesel Strategy

Origination

Transaction Advisory

Acquisition success depends on conviction — not just models, but executable plans. We curate IC-ready due diligence across renewable energy & climate tech that provides clarity, so investors know exactly what they are underwriting

Techno-commercial diligence: Assessing TRL, uptime realism, CI positioning, offtake structuring and credit eligibility to avoid post-close surprises.
IRR realism: Aligning operating assumptions, credit stacking logic (e.g., 45Z, 45Q, LCFS, RINs), and offtake structuring
Execution-aligned strategy: Shaping the post-acquisition roadmap — not just evaluate the entry.
Strategic M&A: Platform roll-ups, carve-outs, brownfield retools across renewable energy space — anchored in real asset logic.

Outcome: Faster decision-making with confidence that assumptions will hold under lender and IC scrutiny.

Who We Partner With — Private Equity

Insights: How to De-Risk SAF Investments

E-Fuels/PtL Advisory

Transaction

Technology-to-Market
& Scale-Up

Emerging technologies are the frontier of climate investing and also where capital is most at risk. TRL mismatches can sink capital — we de-risk the transition and bridge the gap between promising pilots and bankable commercial assets across Flow/Solid State Batteries, Biomass Gasification, Power to Liquid (PtL), Alcohol to Jet (AtJ), Pyrolysis, Fischer Tropsch (FT), Synthetic Biology and much more

Scale-Up Risk Filters: Identifying gaps in pilot → demo → commercial readiness.
Bankability readiness: Aligning tech with uptime, feedstock variability, and offtake spec compliance.
Commercial fit: Business model, Market sizing, IRR sensitivity, and eligibility for credits/incentives.
Execution edge: Modular scale-up strategies that balance capex with learning curves.

Outcome: Align frontier technology pathways with real market demand and credit frameworks, so investors can differentiate between speculative innovation and investable platforms.

Who We Partner With — Venture Studios

Green H2 Commercialization

Insights: Why Execution Decides Pyrolysis IRR

Scale Up

Credit & Carbon Markets Architecture

Revenue resilience is increasingly defined by credit regimes. We design monetization frameworks that integrate tax incentives, compliance & voluntary carbon markets into auditable capital structures.

U.S. tax credits: 45Z for SAF, 45Q for CCS/BECCS, transferability & credit stacking design, audit-readiness
U.S. Compliance Markets: RINs, LCFS (CA/OR/WA), CCA, RGGI
Global Schemes: EU ETS. EU RED III mandates (biofuels, SAF, eFuels), SAFc tradability, CORSIA alignment for airlines.
Voluntary Carbon Markets (VCM): Tokenized carbon credits, digital MRV, soil & forestry offsets (nature based), biochar credits, plastic credits (WCC & WRC) and carbon sequestration
Revenue Stacking: durability > eligibility, tested against policy and counterparty risks.

Outcome: Create a defensible revenue architecture that aligns policy foresight with investor returns — capture upside while safeguarding IRR against credit volatility.

Who We Partner With — SWF

Biobased & Platform Chemicals

Insights — Voluntary vs Compliance Carbon Markets | ROI Implications

carboncredits

Asset Optimization &
Turnaround

Underperformance is usually structural, not incidental. These stressed assets often conceal value that can be unlocked with targeted interventions. From distressed to differentiated — we identify and execute the levers that restore EBITDA and margin resilience in underperforming or legacy assets.

OpEx & Yield Optimization: Focused debottlenecking, uptime calibration, and throughput lifts.
Margin Design: multi-pathway outputs (SAF/RD/PtL) sequenced for credit optimization.
EBITDA Uplift: Pre-exit transformations that turn assets into competitive platforms.
Feedstock re-contracting: Lowering cost and improving CI scores.

Outcome: Distressed or stagnant plants become differentiated platforms ready for re-rating with clearer exit stories

SAF Project Advisory

Insights — Turnaround Playbook for Biofuel Assets

Who We Partner With — Hedge Funds

Turnaround

Special Situations

When time windows are short and information is imperfect, clarity is the edge. In event-driven or special situations — speed, discretion, and precision often create enterprise values. We help create decision-grade clarity by defining a credible path to bankability within compressed timelines.

Distressed Asset Recovery: aligning stranded assets to bankable, compliant and credit-eligible pathways.
Unusual Structure: Cross-border JV unwinding, pathway pivots, stranded tech re-deployment
Execution Critical Moves: When diligence windows are compressed and deal velocity is high.
Pivot Strategies: repurposing idled infrastructure into new platforms.