Financing Support & Independent Consultant’s Reports

Today’s sophisticated capital financing programs demand the right finance team.  Members of the firm have played a key role as the Independent Consultant for utility financing programs totaling approximately $3.8 billion for electric, gas, water, wastewater and industrial projects throughout the U.S. and internationally.  ERG’s staff expertise includes both traditional revenue bond financing for municipal utility projects, non-recourse financing for the development of private ventures such as non-utility generator projects, utility equipment lease/purchase transactions for major industrials, build-own-operate-transfer (“BOOT”) projects, public/private cost sharing arrangements, sale-leaseback and lease-leaseback transactions and other non-traditional financing techniques.  ERG staff offers the demonstrated long term experience, innovation and objectivity to support the success of any public, investor-owned utility or corporate project financing program.

A representative listing of investment banking concerns, commercial lenders and lease finance companies with whom the Firm has worked includes:

  • Smith Barney
  • Citibank International
  • First Southwest
  • Morgan Stanley
  • Fuji Bank
  • Credit Suisse
  • Dillon, Read & Co.
  • Indosuez-Australia, Ltd.
  • Pain Webber, Inc.
  • Donaldson, Lufkin & Jenrette
  • First Boston Corp.
  • Sanwa Bank Corp.
  • Merrill Lynch
  • Goldman Sachs & Co.
  • Kemper Securities
  • Raymond James & Assoc.
  • A.G. Edwards & Co.
  • Seattle Northwest
  • John Nuveen & Co.
  • Kidder Peabody
  • Solomon Bros.
  • Lehman Bros.
  • Siemens Financial
  • RVI Group, Inc.
  • Signature Financial, LLC

The Firm’s services include the performance of technical, economic, financial due diligence, regulatory and environmental compliance reviews, development of pro-forma analyses of revenue requirements, debt service coverage projection, project appraisals and valuations, project operation and maintenance cost projections and reviews, bond rating agency presentations, support in developing official statements, tax treatment analyses, fair market and distress value analyses.

©2019 Energy & Resource Consulting Group, LLC