The platform for sustainable finance, starting with transactions of the new transferable tax credits created by the Inflation Reduction Act.

Crux

Crux is an ecosystem designed to facilitate transactions and management of transferable tax credits among developers, tax credit buyers, banks, syndicators, and advisors. The platform aims to streamline processes such as price discovery, due diligence, and contracting. It offers tools for minimizing risks, ensuring compliance, and managing reporting through a network of regulatory experts. Crux enables developers to maximize the value of tax credits and tax credit buyers to manage tax liabilities and sustainability goals. For banks, syndicators, and advisors, it provides workflows for efficiently managing syndications and connecting with new market participants. Crux’s Transaction Hub centralizes these activities, making it easier to track and execute tax credit transactions in the energy and manufacturing sectors.

• Lead early reviews of potential renewable tax credit transactions and assess underwriting package completeness
• Collaborate with project developers to gather required information and documentation
• Oversee and evaluate diligence memorandums for clean energy tax credits and regulatory compliance
• Maintain deep knowledge of transaction structuring, clean energy tax credit rules, and regulations to inform underwriting decisions
• Formulate comprehensive underwriting policies by credit type
• Build and scale a high-performing team of underwriting principals and senior managers
• Mentor and develop junior talent and foster subject-matter expertise
• Lead initiatives to improve underwriting processes using technology and tools with product engineering, legal, and marketing teams
• Analyze financial, technical, and legal documents and project feasibility to determine credit eligibility
• Review tax credit insurance policies for adequate risk mitigation
• Conduct risk assessments for potential credit-claim issues
• Prepare detailed credit approval or denial reports and recommendations
• Develop long-term relationships with tax and finance leaders at major F250 tax credit buyers
• Build new relationships through conferences, networking, outreach, partnerships, and inbound opportunities
• Represent the company as a market expert through webinars and conference panels

Managing Director, Tax Credit Advisory

Managing Director scaling renewable tax credit underwriting for Crux, a clean-energy capital platform.
Leading transaction diligence, buyer relationships, underwriting policies, and a growing expert team.

business-operations

• Design and deploy automation-driven systems supporting structured product workflows and Business Execution diligence efforts
• Identify repetitive tasks in deal evaluation, due diligence, internal handoffs, and compliance, and replace them with scalable automation
• Build reliable service-delivery infrastructure across GTM tools such as HubSpot, Omni, and internal systems
• Enable commercial, marketing, and PDE teams to operate with greater precision and less manual intervention
• Develop scoped MVPs using off-the-shelf tooling and iterate toward operational excellence
• Use AI-powered tools and workflows to accelerate internal processes and improve customer-facing systems
• Collaborate with Commercial, Growth, Product, and Engineering teams to ensure systems are robust, aligned, and adopted
• Establish analytics and reporting systems to track performance, identify opportunities, and drive improvement

Business Operations Lead

Business Operations Lead automating clean-energy finance and diligence workflows at Crux. Building AI-enabled GTM systems that improve execution and customer experience.

vice-president

• Own senior client relationships and develop strategic coverage plans for developers, IPPs, utilities, manufacturers, and sponsors across M&A, debt, tax equity, and transferable tax credits.
• Drive origination, structuring, and execution of M&A advisory mandates, including sell-side processes, valuation analysis, buyer/seller outreach, and deal negotiation.
• Support and increasingly lead debt origination and advisory work across construction, term, back-leverage, tax equity bridge, and structured debt products.
• Partner with Structuring and Capital Coverage on lender engagement and terms negotiation.
• Advise clients on M&A and debt opportunities across the clean energy capital stack.
• Build senior stakeholder relationships and mentor junior team members on relationship-building and deal execution.
• Develop client-facing materials including CIMs, teasers, buyer/lender lists, process trackers, valuation analyses, and financial models.
• Manage transaction execution workstreams, including diligence oversight, process management, and coordination with legal, financial, and technical advisors.
• Drive client onboarding and ongoing engagement with Crux’s software and Intelligence platforms.
• Provide customer feedback to Product, Operations, and software teams to shape the platform roadmap.
• Contribute thought leadership on M&A and debt market trends and represent Crux at webinars, industry events, and conferences.
• Grow the M&A advisory franchise and debt execution capability.
• Educate and advise buyers, investors, and lenders on risk and resolve transaction issues.
• Support new business development through conferences, networking, outreach, and other channels.
• Build and maintain relationships with corporates, family offices, accounting and tax firms, investment banks, and lenders.

VP, Industry Coverage – Advisory

VP advising clean energy developers, utilities, manufacturers, and sponsors on M&A and debt financing at Crux.
Building client relationships, structuring transactions, and expanding advisory franchises across the clean energy capital stack.

Crux

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Managing Director, Tax Credit Advisory

Crux

Business Operations Lead

Crux

VP, Industry Coverage – Advisory

Crux