ABOUT

CleanSource is the specialty finance affiliate of the Abundant Power Group
and was established in 2014 to expand its proprietary SAVESSM program into multiple jurisdictions using Qualified Energy Conservation Bonds, as well as other Green Bonds, as the funding mechanism for funding clean energy and environmental sustainability projects. The principals of CleanSource have extensive expertise in originating and structuring transactions, capital formation, and asset aggregation strategies in both generalist industries as well as the traditional and clean energy industries.

VISION

To use creative financing to fund solutions at scale to combat climate change, improve communities and positively contribute to society while verifying project results and delivering exceptional financial performance.

MISSION

Specialty finance firm servicing high growth compelling sectors within the energy efficiency, distributed generation, and environmental conservation and sustainability fields with specific financing program design and administration and financial advisory services. 100% committed to financing climate change and adaptation strategies.

TEAM

Our team of professionals have collectively over 40 years of experience during which time they have collectively originated, structured, and managed $6 Billion in financings and investments for both small boutique firms and large institutional banks/asset managers including: RBC Centura, Wells Fargo, and Man Global Investments.

GREG MONTGOMERY
Managing Director

GREG ROTI
Managing Director

BAILEY SANDERS
Project Manager

MIKE SOFORIC
Senior Associate

© 2023 CleanSource Capital LLC, ALL RIGHTS RESERVED.

CleanSourceCapital.com (the “CSC Website”) is a website operated by CleanSource Capital, LLC, a privately held North Carolina LLC (“CSC”). CSC is not a registered broker dealer. CSC offers program design and administration services as well as other financial advisory and consulting services and support . Other services involving regulated securities are only offered by CSC team members who hold the appropriate securities licenses, Greg Montgomery Shannon Smith, and Greg Roti (the “JSS Reps”) hold their securities licenses with JumpStart Securities, LLC, a licensed broker-dealer and member of FINRA/SIPC (“PS”), office of supervisory jurisdiction located at 3455 Peachtree Road, NE, 5th Floor, Atlanta, GA 30326. JSS and CSC are separate entities, and only certain securities brokered by JSS representatives are offered and sold through the JSS Reps. You can find more information about JSS and the JSS Reps through FINRA Broker Check at brokercheck.finra.org.