Corporate finance teams today are navigating a number of challenges in a rapidly evolving tax landscape marked by expanding clean energy and manufacturing credit programs, evolving deal structures, and policy changes. These teams simultaneously face heightened internal expectations requiring them to manage more strategic responsibilities with fewer resources, limited precedent, and tight timelines.
To help navigate these challenges, Crux has significantly expanded our product offerings to provide full-service transactional support across transferable tax credits, tax equity, and other tax-advantaged investment strategies. Our team has grown significantly with the addition of highly experienced industry veterans who are uniquely equipped to support corporate engagement across the full lifecycle of investments.
These services are designed to meet the varying needs of in-house tax, treasury, and investment teams — whether they’re executing transactions for the first time or scaling an existing program.
This expansion reflects what we’ve been hearing from many of the corporate finance teams we work with: that more flexible, end-to-end support is needed to engage confidently with clean energy and manufacturing investments. We’ve developed our offerings in close collaboration with clients, ensuring they address real operational challenges — from legal coordination and diligence to internal alignment — and help drive timely, efficient transactions.
These new services also build on Crux’s broader expansion, including key new hires, a $50M Series B capital raise, our new debt marketplace platform, and the launch of tax and preferred equity offerings.
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We’ve designed our offerings to meet corporate clients where they are — providing the level of support that best matches each organization’s internal capacity and investment strategy.
For companies with internal investment teams or existing advisors, Crux’s platform for transferable tax credits provides access to the largest market of tax credits of all sizes, ranging from vetted, investment-grade sellers transferring hundreds of millions of dollars of tax credits, to transactions in newer technologies with deeper discounts. Buyers and their advisors use the platform to source, diligence, and execute transactions, leveraging Crux’s deal standards, form documents, and market intelligence to make informed decisions efficiently.
For clients seeking a more hands-on partner, Crux offers comprehensive transaction management. Our team oversees the entire process — from transaction selection, diligence, and legal coordination to flow-of-funds, post-close reporting, and management through exit — allowing clients to engage in the market with minimal burden on internal resources.
Request for proposal program
Crux is offering select buyers an opportunity to enter into our request for proposal (RFP) program. Through this program, we source multiple transaction opportunities tailored to a buyer’s needs and preferences, enabling them to down-select efficiently. Participating buyers benefit from the widest network of high-quality credits, platform tools that streamline deal vetting and execution, and an expert team to drive the process from start to finish.
Crux enables corporations to participate in syndicated tax credit investments alongside major asset managers, insurers, and banks, gaining access to high-quality opportunities that have been vetted and structured with leading investors.
For teams exploring tax equity, Crux provides single- and multi-investor fund structures, as well as hybrid tax equity approaches. These funds are underwritten and managed by Crux. Crux can also co-invest alongside our investors, helping align interests and reinforcing fund quality and oversight.
Our expanded service offerings are supported by a broad set of tools, capabilities, and partnerships designed to help corporate teams execute transactions with speed and clarity. Whether a client is navigating their first credit purchase or managing a portfolio of investments, our comprehensive support system de-risks the process and delivers successful outcomes.
As clean energy and manufacturing credit markets mature, corporate tax and finance teams are increasingly central to scaling these solutions. Crux is focused on removing friction from the transaction process, helping teams get access to high-quality opportunities, close transactions faster, and stay aligned with evolving policy and market dynamics.
We’re committed to helping our clients succeed in this space — whether that means standing up a first-time credit purchase or managing a portfolio of structured investments.
If you're exploring how to engage with the tax credit market, or looking to scale your existing strategy, we’re here to help.
Legal disclaimer: Securities are offered through Finalis Securities LLC (https://www.finalis.com/) Member FINRA (www.finra.org) / SIPC (www.sipc.org). Crux Climate, LLC, a privately held Delaware limited liability company (“Crux”), is not a registered broker-dealer, and Finalis Securities LLC and Crux are separate, unaffiliated entities. cruxclimate.com (the "Crux Website") is a website operated by Crux. Crux is a capital markets platform for the clean economy. Any information relating to securities or securities transactions in this release or on the Crux Website is for informational and educational purposes only, is not an offer, solicitation, recommendation, or commitment for any such transaction or to buy or sell any security or other financial product, and is not intended as tax, legal or investment advice or as a confirmation of any such transaction. Products and services on this website may not be available for residents of certain jurisdictions. You should consult with your own tax, legal, and financial professionals for your specific situation. Please consult with a Finalis Securities’ registered representative regarding any product or service for securities in question and for further information. Investments involve risk and are not guaranteed to appreciate. Any market price, indicative value, estimate, view, opinion, data, or other information herein is not warranted as to completeness or accuracy, is subject to change without notice, and Crux along with Finalis Securities LLC accepts no liability for its use or to update it or keep it current. The views and opinions expressed in this article are those of the author and do not necessarily reflect the views or opinions of Finalis Securities, LLC. For more information on risks related to clean energy financing transactions, please see our terms of service (https://www.cruxclimate.com/terms-of-service).
