Tax equity syndication
6418-tax credit transfers
We help our clients make and manage (1) tax equity investments, and (2) 6418-tax credit purchases.
Our investment process is simple and straightforward:
Define tax goals and tailor an investment strategy suited to our investor client;
Originate and present investment opportunities to our investor client;
Manage the closing process;
Provide long-term administrative and financial support.
1. Define tax goals and tailor investment strategy suited to our investor client
At Blue Rock, we manage each client separately so we can identify and define their investment objectives. Some investors would like REC-attachment when investing in tax credits, whereas others prefer PTCs over ITCs. Our role is to (a) explain to our clients what is available to them in the marketplace, and (b) understand what they are trying to accomplish, and from there implement an investment plan that bridges those two together.
2. Originate and present investment opportunities to our investor client
Blue Rock employs an active origination process to identify investment opportunities. In 2025, our technology focus remains solar, wind, and battery energy storage. As new technologies are commercialized and achieve scale, we will expand our origination coverage.
As new deals are identified that match our clients specified tax goals, we present the opportunities through an efficient and standardized investment approval process. Upon our client’s authorization, Blue Rock initiates commercial negotiations.
3. Manage the closing process
Whether a tax equity investment or a 6418-transfer, understanding the investment, and its tax structure and eligibility, is a basic condition to close. Through decades of working at the intersection between finance and tax, we have developed a skill-set that we apply to each transaction to ensure the transaction makes sense. Our clients rely on Blue Rock to vet each investment, and negotiate documentation that allocates risk appropriately between the parties. We quarterback this scope of service in tandem with the project developer, along with a suite of third-party vendors including tax attorneys, independent engineers, and accountants.
4. Provide long-term administrative and Financial support.
When you have a question, or need a salient tax election, Blue Rock will have you covered. For each transaction, we provide long-term administrative and financial support. We are your back-office for tax credit investments. And, most of our fees are earned out during this period, and are contingent on investment performance. We have long-term alignment with each of our clients.