Several projects in the battery universe are under financial stress, and tax equity has shifted toward projects with more robust compliance. These four roundtables put developers with live pipeline directly across the table from capital providers with active mandates. Pick the table that matches your situation.
Roundtable 1 — Development Capital & the Bridge to Financial Close
The hardest gap in the market. Developers who have hit NTP but cannot raise project-level financing. Sponsors who expected to contribute 15% equity are now being asked for 35%. Preferred equity providers, bridge lenders, and warehouse facility managers will host.
Roundtable 2 — Recapitalization & Stressed Assets
For developers with portfolios under stress and capital partners not seeing returns. Workout lenders, restructuring advisors, and infrastructure equity firms with appetite for recap transactions will host
Roundtable 3 — Standalone Storage: Floor Structures & Merchant Risk
For developers with standalone storage assets who need financing but will not sign a full toll. Floor and swap product providers, revenue insurance underwriters, and lenders comfortable with hybrid structures will host.
Roundtable 4 — California & CAISO Assets
A geography-specific table for developers with live California pipeline: co-located projects, RA-contracted assets, and VPP plays. Lenders and equity investors with an active CAISO book will host.
