Consulting
Catalyst has worked nationally with over 25 electric and gas utilities designing and implementing finance programs for the utilities’ commercial, industrial, state, municipal, and residential customer. Programs include on-bill financing (utility billing and collecting using internal funds), on-bill recovery (utility billing and collecting using third party funds), and independent third party financing (third party provides funding and servicing).
As investment bankers, Catalyst assisted a major utility to structure and sell a $30 million portfolio of energy loans, leases and energy service agreements that the utility had internally funded for C&I, residential, municipal, state, and federal customers.
Catalyst has trained thousands of utility and vendor sales professionals, public and private sector customers and energy professionals. Our training seminars focus on real world applications designed to improve implementation ratios.
Our core workshops include:
- Introduction to Energy
- Efficiency Financing
- Financing as a Sales Tool
- Effective Proposal Writing
- Designing an Effective Finance Program
Catalyst’s seminars are tailored to meet the specific needs of energy service providers, trade allies or specific customer segments. Catalyst has created and runs a variety of financing workshops throughout the USA, as well as presents distance learning seminars (over the Internet) for EPA ENERGY STAR®’s local government, higher education and K-12 market sectors.
Catalyst has been the exclusive financial adviser to the Environmental Protection Agency’s ENERGY STAR program for public sector clients since 1999. Catalyst has assisted and trained hundreds of public sector institutions regarding energy efficiency financing, including the use of performance contracting. Catalyst is currently part of the U.S. Department of Energy’s (DOE) Financial Task Force. We are working with over 20 public entities that have collectively received approximately $100 million from DOE to establish loan programs to promote energy efficiency improvements.
Catalyst works as investment advisers to public entities to structure transactions and arrange low cost funding for larger tax exempt and taxable transactions. Usually this happens by Catalyst assisting in the issuance of a formal Request for Proposal (RFP) for financing. Our deep network of investors/funders can broaden and enhance a public entity’s existing funding relationships. We have been the exclusive national financial adviser to the Environmental Protection Agency’s ENERGY STAR Program for Public Sector Clients since 1999. We have arranged or been the financial adviser on several hundred million dollars in tax-exempt financings.
Catalyst has helped a number of states establish revolving loan funds with and without credit enhancements. This includes:
- Sourcing of funds
- Establishing credit underwriting criteria and process
- Reviewing and approving loan applications
- Preparing financing documentation
- Billing and collecting loans
- Sales and marketing training
Catalyst is a Registered Financial Advisor.
In addition to financing individual transactions, Catalyst can set up vendor financing programs that help sell energy efficiency, renewable energy and water savings equipment.