Advisory Strategy

> Our Focus

> Creating Value

> Customer Success

Customer Success Criteria

Exclusive Focus on Energy & Industrial Resource Efficiency

EnergyGen advises high-growth companies offering innovative products, software, and services to the global energy, industrial, and environmental markets. Our objective is to provide growth capital and strategic guidance to help proven management teams achieve their full potential.

Investment Profile

EnergyGen will assist companies in raising $1 and $5 million per transaction and can lead or participate in larger syndicated deals. The customer companies typically have at least $5 million of revenue, are profitable or have a clear path to profitability, and have enterprise values between $10 million and $100 million.

Management

Our goal is to be actively involved as an advisor to each of our customer companies by providing capital, strategic planning, operational support and an experienced hand in helping companies manage risk and realize their full potential. We look to partner with companies led by strong and experienced management teams that have a desire to build successful companies.

Investment Advisory Scenarios

We are very flexible regarding financial structure and are comfortable in minority and control equity positions. EnergyGen assists in the following scenarios:

• Raising Capital for organic growth or product expansion
• Acquisition financings
• Minority investments to provide liquidity for existing shareholders
• Management buyouts
• Leveraged buyouts
• Corporate divestitures or spin-outs
• Industry consolidation or roll-ups
• Take-private transactions
• PIPEs