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CAPITAL FORMATION ADVISORY

Our Capital Formation Advisory services deliver critical sources of capital for corporate, acquisition and/or project funding purposes.

Our capital formation services are an important component of NorthWinds Advisors’ platform.  We have developed strong relationships with renewable energy focused private equity firms, venture capital firms, mezzanine funds, senior debt providers, insurance companies, corporate strategic investors and corporate tax equity providers.  We act as an agent to our clients to seek the lowest cost and most efficient capital available and arrange financing for a wide range of purposes such as:

In order to successfully execute a particular funding plan, the NorthWinds team will implement a highly disciplined approach on each assignment that incorporates the following activities:

Identification &
Engagement 		Due Diligence Structuring Funding
  • • Project review:
    • – Timing
    • – Size
    • – Fuel supply
    • – Location
    • – Capital requirements
    • – Credit worthiness of power purchaser
    • – Equipment type availability
    • – Financial model
  • • Agree on appropriate compensation structure
  • • Execute engagement
  • • Review of project documentation:
    • – Land Leases
    • – Permits
    • – Interconnection Agreement
    • – EPC Contract
    • – Power Purchase Agreement
    • – O&M Agreement
    • – Loan Agreement
  • • Assess financing plan
  • • Detailed review of financial projections with multiple stress tests
  • • Develop optimal investment and lending structures
  • • Develop optimal tax and cash allocation structure
  • • Draft and distribute marketing memorandum to potential investors and lenders
  • • Engage counsel
  • • Draft term sheets, Letters of Intent, contracts and agreements
  • • Arrange site visit by investors and lenders
  • • Compile and distribute complete investment and lending packages for investors and lenders
  • • Distribute term sheets
  • • Negotiating terms on behalf of developer
  • • Draft equity pledge loan agreements
  • • Close commitments
  • • Fund commitments at commercial operations of project