Advanced Energy Capital (AEC) is a specialty finance firm dedicated to providing fast, affordable and innovative financing solutions to small and mid-size businesses in North America.
It’s NOT ONLY ABOUT ENERGY!
As a premier financial services company with clients in the USA and Canada, AEC is adept at helping businesses increase their working capital through creative accounts receivable financing and factoring. We work with companies across a wide range of industries with annual revenues from $5 million to $100 million. We provide our clients with the fuel needed to enter the next phase of growth.
AEC started in the energy industry, but today is a leading financier in almost any industry where growing businesses are in need of working capital.
AEC is the parent of a wholly-owned subsidiary that unlocks a new and perpetual income stream for commercial real estate landlords in ten states. Landlords achieve this without any upfront capital, without any expense, and without any effect on their tenants.
AEC is one of the founders and part-owner of a public renewable energy fund with over $750 million in assets under management.
The AEC Consulting Services Division assists energy company startups from inception to growth. AEC’s management has financed over $500 million in energy sales and has managed over $1.7 billion in a variety of direct and indirect lending investment strategies.
ABOUT ADVANCED ENERGY CAPITAL
AEC is a New York-based finance company.
The AEC team has extensive experience in the commercial real estate, competitive energy and credit markets:
- Principals have managed over $1.7bn in credit strategies and transactions;
- Principals have extensive experience in commercial real estate, credit markets and are thought-leaders in the competitive energy space.
- Funded and managed over $600mm in direct loan transactions;
- Financed over $500mm in energy sales;
- 17+ years in the private credit and investment transaction space;
- Pioneering the financing of the deregulated competitive energy industry
- Financing for a top-five publicly traded REPs
- Hundreds of small and medium business relationships
- Spearheaded the creation of the competitive energy industry’s first “Incubator”
- Owner of the largest and most successful competitive energy conference in North America: “The Energy Marketing Conference”.
- Strategic partnership and part ownership of the Greenbacker Energy Group
AEC’S INVESTMENT FOCUS
Flexibility to Invest Throughout the Capital Stack
Regardless of where AEC invests in the capital structure, the dependability of income and profits is based upon strong due diligence—both upfront and ongoing.
SENIOR DEBT
MEZZANINE/SUBORDINATED DEBT
PREFERRED EQUITY
COMMON EQUITY/WARRANTS
AEC has the flexibility to invest throughout the corporate capital structure, a strength that helps it seek the best available risk-adjusted investment opportunities. Regardless of where AEC invests in the capital structure, the dependability of income is based upon contractual arrangements with creditworthy entities.
AEC’S INVESTMENT PROCESS
AEC’s disciplined investment process will identify, analyze, and manage potential investments.
Features:
Highly Selective Investment Decisions
Emphasis on Capital Protection
Detailed Portfolio Monitoring
Focus on Return of Capital First
AEC’S SCREENING PROCESS
- origination
- rigorous screening
- Disciplined risk management
- active portfolio management
PRELIMINARY SCREENING
- Review of investment opportunity to ensure it fits investment criteria and minimum risk adjusted return requirements
- Initial deal structuring and pricing
PRELIMINARY DILIGENCE
- Preliminary review of financial, legal, and credit analysis, project design, electricity production estimates, reports, counterparty credit analysis, etc.
COMPREHENSIVE DILIGENCE
- In depth diligence of all preliminary due diligence materials which may include site visits, third party verification of analyses and wind or solar studies, due diligence of all deal counterparties and optimization of structure from a risk, legal and accounting perspective
AEC’S DISCIPLINED RISK MANAGEMENT
- origination
- rigorous screening
- Disciplined risk management
- active portfolio management
BROAD DIVERSIFICATION
- Geography
- Asset type
- Counterparties
- Financial Instruments
CAREFUL STRUCTURING
- Cash-flow modeling and contracted revenue analysis
- Personal Guarantees where available
- Tax return review
- Budget analysis and review
RIGOROUS DUE DILIGENCE
- Upfront and ongoing due diligence process
- Systematic underwriting process
- Third party expert analyses if applicable)
- Careful review of borrower’s financials weekly and monthly
- Reconciliation of all bank accounts
- Direct verification from utilities
AEC’S ACTIVE PORTFOLIO MANAGEMENT
- origination
- rigorous screening
- Disciplined risk management
- active portfolio management
RIGOROUS OVERSIGHT
- Real time investment monitoring
- Monthly financial and cash reconciliation analyses
- Active monitoring
- Frequent valuations
- 360 Degree reporting
- Trap all cash in lock-boxes to ensure integrity
- Secure liens on all collateral where available
- Analysis of Borrower’s corporate documents and agreements
EXTERNAL CHECKS AND BALANCES
- Independent valuations
- Loan servicing
- Fund transfer agent
- Legal
- Audit
- Frequent Onsite Field Exams
- Analysis and oversight of agreements between borrower and utilities include EDI transmissions
