INDUSTRIES

Serving large, growing markets including: commercial, industrial, institutional, agriculture, local government users for energy efficiency, distributed generation, energy performance contracting, commercial PACE, and service agreements.

ENERGY EFFICIENCY

Lighting
HVAC
Building Controls
Building Envelope
Industrial equipment and processing

DISTRIBUTED GENERATION

Solar PV
Bio-Methane
CHP
Storage
Microgrids

WATER CONSERVATION

Water conserving features and equipment
Sustainable water practices and processes

SUSTAINABLE INFRASTRUCTURE

Green buildings
Self funding cost savings and waste recovery technology
Biogas generation
Sustainable agriculture

© 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.

Greg currently serves as the Managing Director of CleanSource Capital, the specialty finance affiliate of the Abundant Power Group, based in Charlotte, NC. Greg has spent his 35 year career assisting privately-held business owners and entrepreneurs and their advisors in creating, growing, and capitalizing their businesses and monetizing the value in the same through devising and executing strategies in the capital markets. He has worked extensively with both financial parties, such as private equity groups, mezzanine lenders, senior lenders, and bond underwriters, as well as strategic parties, in executing transactions. For the past 15 years he has worked in the clean energy and environmental sustainability sectors, arranging capital formation strategies for financing of projects that generate sustainable energy and savings while reducing dependence on fossil fuels and the associated emissions to help mitigate climate change and conserving environmental resources.

In his current role as the Managing Director of CleanSource Capital, Greg is involved in both the design and administration of clean energy and environmental sustainability financing programs based on the CleanSource SAVES platform, and the advising and structuring of financings for clean energy and environmental sustainability projects and companies. SAVES programs operate in Alabama, South Carolina, North Carolina, Virginia and Maryland, and collectively have provided over $250 million in funding for over 150 projects and companies involved in energy efficiency, renewable energy, distributed generation, alternative fuels and water conservation. In addition, through his role at CleanSource Capital, Greg has been involved as a founder of and on-going adviser to Nacelle Solutions, which provides field gas and bio gas conditioning services to the natural gas industry, and SustainRNG, which is commercializing a low solids anaerobic digester technology for optimizing the bio gas production from agricultural waste streams.

Prior to joining Abundant Power as a Managing Partner, Greg was the Founder and Managing Director of MCF Advisors in Charlotte, NC, a boutique investment banking firm providing mergers and acquisitions advice and capital formation strategies to privately-held middle market businesses. Previously he was the Managing Director of the Royal Bank of Canada’s internal investment banking unit for its commercial banking operations based in Charlotte, and prior to that a co-founder and Managing Director of Capital Investment Partners, a private investment banking firm focused on small to middle market transactions in Raleigh, NC. Previously, Greg practiced corporate and securities law in Raleigh, NC and Baltimore, MD. He received a JD/MBA from Tulane University, a BA in Environmental Sciences from the University of Virginia, and most recently completed the first year long certificate course offered by Yale’s School of Forestry and Business Management on “Financing and Deploying Clean Energy”. Greg is a member of the North Carolina and Maryland State Bars and a registered representative with FINRA holding multiple securities licenses for both corporate and municipal transactions. He is a past member of the Board of Directors and ex-President for the Charlotte chapter of the Association for Corporate Growth, and a past- member of the Board of Managers for Camp Thunderbird which is affiliated with the Charlotte Greater Metropolitan YMCA. Greg and his wife reside in Gastonia, NC, where they are members of St. Mark’s Episcopal Church. In addition to being an avid hiker, boater, and fisherman, Greg actively practices yoga and is working on his 500 hour teacher certification to pass along this life-transforming practice to others.

LinkedIn: www.linkedin.com/pub/greg-montgomery/4/658/894