The Investment Process From Start to Finish

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criteria-graphic
Leverage Deep Network of Industry Relationships

The team has been active in renewables for decades resulting on a broad network which allows for efficient sourcing and proprietary deal flow

Targeted Investment Sourcing Strategy

Excelsior predominantly sources three types of middle-market deals: i) operating assets no longer core to the prior owner, ii) projects and portfolios which have completed development with a focus on repeatable transactions with partners, and iii) select tax equity interests after recapture period.

In-House Portfolio Operations

Highly experienced in-house portfolio operations team with active portfolio management overseeing all key decision-making with a focus on operational and financial value-add during the life of the investment

Experienced Investment & Project Finance Team

Excelsior’s investment team brings speed, flexibility and certainty of execution, both in the investment process and follow-on project financing

Target Segments

Distributed Generation & Community Solar
0.25MW – 20MW
Size
$520M
Equity Investment

Utility-Scale Solar
10MW – 300MW
Size
$1080M
Equity Investment

Utility-Scale Wind
30MW – 300MW
Size
$15100M
Equity Investment

Typically, projects come from:

Long-time industry contacts across the industry

Long-time industry contacts across the industry

International sponsors with assets too small for a sale process

International sponsors with assets too small for a sale process

Undercapitalized industry contacts who are looking for an investor for a unique opportunity

Undercapitalized industry contacts who are looking for an investor for a unique opportunity

Project developers and operators who elect to sell outside of a process given sophisticated understanding of market and desire to efficiently transact

Project developers and operators who elect to sell outside of a process given sophisticated understanding of market and desire to efficiently transact

Tax equity investors managing internal sale processes to sell existing interests

Tax equity investors managing internal sale processes to sell existing interests