Anatomy of a Debt Deal: A Live Case Study

This presentation offers a step-by-step overview of how a US manufacturing company leveraged their federal tax credits to help secure financing to expand their operations. It walks through the full lending process: from identifying the need for financing, to finding lenders, conducting due diligence, and finalizing the deal. Along the way, it explains how tax credits like the advanced manufacturing credit (Section 45X) can support a company's capital needs. It also highlights what different types of lenders look for and the key factors they evaluate. The goal is to make the lending process easier to understand for anyone interested in how clean energy and manufacturing projects get financing in the era of project finance.