Sampling of Past Engagements
The Efficiency Network, Inc. (TEN)
- Business plan modification
- Development of financing syndicate for TEN's projects
- Multiple rounds of equity financing
- Creation of a separate business, TEN Connected Solutions (TCS), related to LED street lighting upgrades, and associated smart city technology deployment
People's Gas
- Business opportunity expansion plan development
- Project development
- Project finance
- M&A advisory services
CNOx
- Business model plan
- Restructuring
- Company sale
Calgon Carbon Corporation
- Acquisition evaluation and review
- M&A advisory services
Chester Engineers
- Acquisition, sale of six operating units, including the final sale of the core remaining business
- More recently, we provided advisory services to ATS in connection with ATS' purchase of the largest operating unit of Chester Engineers
- Advised on three follow-on acquisitions and an enhanced capitalization of the company
- M&A advisory services
Plug Smart
- Business plan development
- Advised on partnerships with GE and Belkin International and exit from the GE partnership
- Multiple financing rounds
TEN Connected Solutions. (TCS)
- Creation of a separate business, TEN Connected Solutions (TCS), related to LED street lighting upgrades, and associated smart city technology deployment
Duquesne Light
- Analysis of and input on PA ACT 129 Energy policy
- Financial impact of various scenarios
- Review of project financing implications
pratter.us
- Business plan development
- Capital raise
The Laundry Chute
- Business plan development
- Capital Raising
- Strategic partnership development
Hudson Trading Group
- Debt recapitalization
- Hybrid-equity development
- Business advisory services
Neuro Kinetics, Inc
- Strategic partnership development
- Capital raising assistance
Puget Energy
- Electric vehicle grid "stress test"
Idaho Power
- Various strategic review assignments
Sempra Energy (San Diego Gas & Electric)
- Merger of electric vehicle charging business unit with Plug Smart
- Business plan development
Belkin International
- Energy efficiency product road map and business plan development
- Investment in Juice Technologies
- Divestiture initiatives
GE (General Electric)
- Sale of GE Wattstation technology, from Juice Technologies, to GE.
- Numerous project / equipment financings for counter-parties
- GE Venture group counter-party investments and consultation
University of Toledo
- 1.1 MW solar project financing
- Energy efficiency calculations
Indiana Power and Light
- Electric vehicle grid impact study
PG&E
- Electronic commerce business plan development
- Electric vehicle charging and penetration review
Broadridge
- Acquisition search engagement
- Market dynamics review
Old Stone Capital
- Financial modeling in support of M&A transactions
- Due diligence review
Omega Medical Imaging
- Strategic advisory services
- Capital reorganization
H-Power
- Assistance in arranging beta testing of early fuel cells, private and public financing and sale to Plug Power
Zephyr, Inc.
- Business plan development
- Early stage capitalization
- Sale of business
The Chrysler Group
- Business model assistance
- Project financing
- Capital raise
Wright Fuel Cell Group (Case Western Reserve)
- Commercialization plan and early financing
Beacon Power
- Assistance in arranging beta testing of early flywheel energy storage units
- Arranged for both private and public financing
Pittsburgh International Airport Energy Facility
- Business plan development, financing and sale
Sun and Comfort
- Business plan development
- Marketing plan writing
- Capital raise
- Sale of the company
BroadPoint Communications
- Business plan development
- Multiple financing rounds
- Liquidation
EFS Executive Facility Solutions
- Strategic advisory services
- Capital reorganization
OnLine Choice
- Business plan development
- Multiple financing rounds
- Liquidation
Satcon Technologies (SATC:NASDAQ)
- Board member; advisory services
Venture Management Group
- Strategic advisory services
- Capital reorganization
Quantum Specialty Contractors, LLC
- Advisory services
- Company sale
First Energy
- Solar project financing analyses
- Energy efficiency rebate calculations
Boys Electrical Contractors
- Strategic advisory services
- Capital reorganization
CMS NexTech
- Strategic advisory services
- Capital reorganization
Coastal Mechanical
- Strategic advisory services
- Capital reorganization
Control Solutions, Inc.
- Advisory services
- Company sale
BottomLine Resource Technologies
- Financing and liquidation
ETF Preinsulated Pipe
- Strategic advisory services
- Capital reorganization
Enermetrics.com
- Business plan development
- Multiple financing rounds
CityNet
- Board advisory services and break-up of the business into three units, with capital returned to owners
Potential Electric, LLC
- Advisory services
- Company sale
Packaged Pumping Systems
- Advisory services
- Company sale
Resitech Industries
- Strategic advisory services
- Capital reorganization
St. George Crystal
- Strategic advisory assignment
Tower-Davis Electronic
- Advisory services
- Company sale
Control Solutions; Grey Matter Solutions
- Transaction advisory services
TFB, Inc.
- Funding advice
- Computer system adequacy review
- Liquidation
American Ring Binder
- Business plan development
- Key personnel hiring advice
- Liquidation
TDS, Inc.
- Business plan development
- Liquidation
OTG, Inc.
- Business plan development
- Key hire selection advice
- Sale of company
Glenshaw Glass
- Strategic advisory assignment
Beachside Apartments
- Strategic advisory services
- Capital reorganization
SCG Southern Construction Group
- Advisory services
- Company sale
JC2020
- Management buyout group formation
- Acquisition search (cloud-bases SAAS)
- Acquisition analytics services
