Tax Credit Advisory Services

 
Unlock financial value through clean energy tax credit transactions
 

A strategic approach to tax credit transfers

SE Advisory helps organizations buy or sell transferable tax credits through a structured, diligence-backed process that supports financial goals, clean energy deployment, and broader sustainability strategies.

For Tax Credit Buyers

✓ Lower federal tax liability and improve after-tax returns
✓ Access credits at a discount to face value
✓ Support clean energy deployment and sustainability goals
✓ Align with corporate ESG and decarbonization strategies

For Tax Credit Sellers

 

✓ Monetize eligible tax credits and improve project economics
✓ Expand access to capital and strengthen cash flow
✓ Connect with a network of vetted corporate buyers
✓ Reduce tax equity dependence and financing complexity

The Benefits of Tax Credit Investing

Tax credits can create measurable business value

Financial Savings

 

Reduce tax liability and improve cash flow through discounted, high-quality tax credit purchases.

 

Structured Execution

Our diligence-led approach helps manage risk and support compliant, efficient transactions from start to finish.

 

Clean Energy Impact

Direct capital to projects that accelerate the clean energy transition and support your sustainability objectives.

Schneider Electric helps organizations turn tax credit transferability into a practical financial and clean energy strategy.

 

We bridge capital and clean energy projects to unlock value and accelerate impact.

Tax Credit Advisory Services supports both sides of the market

Buyer Advisory

✓ Opportunity screening and sourcing
✓ Due diligence and risk assessment
✓ Pricing analysis and negotiation support
✓ Transaction execution and documentation

Seller Advisory

✓ Credit eligibility and documentation support
✓ Buyer outreach and marketing
✓ Deal structuring and negotiation support
✓ Transaction execution and compliance support

$1.7B in Tax Credit Transfers Facilitated

Schneider Electric Advisory Services helped facilitate $1.7B+ in tax credit transfers across utility-scale solar, storage, and other clean energy projects.

Kimberly-Clark TCT Agreements

Schneider Electric advised Kimberly-Clark on tax credit transfer agreements supporting battery energy storage projects and broader sustainability goals.

Sprouts Energy Security Deal

Schneider Electric supported Sprouts Farmers Market in a tax credit investment deal designed to advance energy security and clean energy deployment.

Disclaimer: Schneider Electric is not a registered investment advisor, broker-dealer, or underwriter and does not provide professional accounting, legal, tax, or investment advice. 

How Can We Help?

Initiate a conversation with Schneider Electric to explore smart energy solutions that assess and mitigate risks while aligning with your company's strategic goals. This conversation is exploratory, no commitment.