Financial Management Group, LLC

About

Financial Management Group [FMG], established in 1987, is a private investment banking, development and competitive energy markets advisory firm. In addition to our on-going provision of financial, business, energy market, and transmission advice often managing or leading teams for energy developers on over 10,000Mw of power plants. FMG’s most recent accomplishments:

Client MW or Units Type  Millions Development and Finance Roles Year
Energy Investors 620 Nat Gas / Fuel Oil private Sold FCM Obligations to multi parties 2011
Green Mountain Power 50 Natural Gas private Asset Acquisition, PPA 2010
Watertown Renewable Power 30 Biomass Combustion 150 Pro Forma, PPA, 2010
Kleen Energy 620 Gas/Fuel Oil 1100 Financing, PPA, Toll, EPC, Gas Agree 2008
EIF USPF III 1600  Coal private Valuation, Pro Forma Modeling 2007
EIF USPF III n.a. Debt 500 Solicitation for Debt, LC Facility 2007
SmithPower 150 Natural Gas n.a. Successful Outcome Litigation 2007
Berkshire Power Company, LLC 230 Natural Gas 150 Valuations, Equity, Debt, Structuring 2006
Russell Biomass, LLC 50 Wood 250 Structuring, Development Funding 2006
Kleen Energy Systems 620 Natural Gas/Oil Backup 450 Power Solicitation, Debt Equity Partners 2005
EIF, AIG, ArchLight 160 Natural Gas IPP private Valuation and economic modeling 2004
CME International 1000 tpd Waste-to-Energy 200 Financial Advisor, Development 2004
Kleen Energy Systems 620 Natural Gas 450 Financial Advisor, Modeling, Structure 2004
Airtricity 42 Wind Turbine private Financial Advisor, Acquisition 2004
KeySpan, NYPA 700+ Merchant Plants 420 Testimony at FERC re Transmission 2003
Waterside Power 70 ISO / IPP Peaking 8 Financial Advisor – Equity 2003
Glenville Holdings /General Elect. 520 Merchant Plant 350 Financial Advisor 2002
Dominion Energy n.a. Retail / Wholesale Markets n.a. Advised on Entry into NEPOOL Mkts n.a.
Commonwealth Chesapeake Company 300 Merchant Peaking Plant 150 Litigation 2002
Confidential Developer 1100 Base Load Coal 1000 Financial Advisor – Economics 2001
Standish Energy , LLC 580 Merchant Plant 350 Financial Advisor – Development Equity 2001
ConEd Development 100 Merchant Peaking Plant 45 Development Advisor 2001
Universal Electric Power 75 Merchant Hydro Portfolio 90 Financial Advisor 2001
CommonWealth Resources 1 Landfill Gas 2 CO Credits Sold, Economics, Finance 2000
ConEd Development 545 Merchant Plant 325 Development Advisor 2000
Reliant Energy 540 Merchant Plant 345 Market Rules / Transmission Advisor 2000
CME / Caterpillar Power Ventures 25 Tunisia Flare Gas-to-Elect 27 Debt Financial Advisor 2000
Standard Power Ventures 800 Merchant Peaking Plant 400 Financial Advisor 2000
Meridian 40 Natural Gas IPP 20 Bankruptcy Workout 2000
Catamount Energy 25 Waste to Energy Plant 40 Financial Advisor 1999
Glenville Holdings/General Elect. 520 Merchant Plant 350 Financial Advisor – Development Equity 1999
Cabot Power 340 Merchant Plant 210 Financial Advisor 1998
Energy Investors 225 ktpy Waste to Energy 130 Financial Advisor/Workout 1998
PG&E Energy n.a Corporate Acquisition 87 Financial Advisor 1998
AIPDC 180 Fuel Oil Plant 100 Litigation 1997
Catamount Energy 40 Biomass 100 Financial Advisor 1996
Energy Answers 80 Waste-to-Energy 400 Financial Advisor, Sale 1994
Air Products 50 Coal IPP 100 Financial Advisor 1992
Air Products/NIPSCO 20tpd Flue Gas Plant n.a. Financial Advisor 1991
Oxford Energy 91ktpy Tire Combustion 80 Financial Advisor 1991
Elm Energy 100 ktpy Tire Combustion 85 Financial Advisor 1991
BUG / CEA 100 Natural Gas IPP 50 Financial Advisor 1991
Sanwa Bank 25 Natural Gas IPP 15 Litigation 1990
El Paso Electric 2000 Natural Gas/Coal/Nuclear n.a. Bankruptcy Workout 1992
32 Banks 3000 Tucson Electric n.a. Bankruptcy Workout 1992
Pacific Energy/SoCal Gas Co 36 Geothermal IPP 120 Financial Advisor 1990
Pacific Energy 150 Gas, Biomass, Hydro 500 Financial Advisor – Portfolio Sale 1990
Sterling Power 85 Gas / Diesel Peaking Plant 35 Developer, Permitting 1990
Power Recovery Systems 20 Biomass 80 3 Power Purchase Agreements prior
Wte Corporation n.a. Waste-to-Energy n.a. Equity Arrangement prior