Institutional Investor

Our investor survey allows us to get to know you better and learn about your investment criteria. If you would like speak with one of our associates to discuss your preferences and learn more about us we are happy to answer any questions you have.

Qualified Institutional Buyers can gain access to our iiCleantech secure data room for access to information on current and upcoming opportunities, including management presentations and financial documentation. Our capital markets desk is standing by and can provide access to the appropriate data room or answer any questions.

If your fund has invested in Cleantech or renewable energy we may be able to assist you or your portfolio company. Our team has extensive financial advisory and capital markets expertise which we can leverage to your company's advantage. After a thorough evaluation of your objectives, our senior bankers may decide to move forward with engagement negotiations, which will always include submission to management background checks.

Once engaged, our team performs thorough due diligence on the company and management team. We make sure that the most salient aspects of your company are reflected in the most transparent and appropriate way, which is critical to conveying the right story to the right audience. Our team will assist in developing financial materials and preparing the management team to present the best message for the company's goals.

We work with management to make sure communication with investors will be effective and succinct, and assist in highlighting the salient mertis of thecompany's story. We try to set realistic valuation expectations for the company and work closely with private equity and debt institutional investors throughout the evaluation process to guage market sentiment.

Our team works diligently and aggressively to execute the closing process so that all parties involved are satisfied. We view our relationships with companies and investors as long-term, and we like to maintain lines of communication to keep track of developments and sentiments in the Cleantech sector.