Climate Capital Funds is a value-add equity investor providing its portfolio companies with strategic planning, industry connections, operating and strategic partners, and experience developing projects
Greg Roti
Greg Roti
Mr. Roti has 15+ years of experience in investment banking, investment management, structured lending, and asset aggregation strategies in the real estate, credit, and energy industries.
Mr. Roti’s previous role was Head of Residential Real Estate Debt at Man Global Private Markets where he led a $2Bn residential real estate investment platform focused upon senior debt investments for an international, institutional investor base. The investments made under Mr. Roti’s leadership yielded an unlevered return of 6.5% at a WALTV of 65% across 8 funds comprising the $2Bn of AUM.
Mr. Roti spent six years at Wells Fargo Securities in the Structure Lending group where he was the lead banker responsible for the start-up and growth of the investor loan financing platform eventually growing exposure to $700mm sourcing $2Bn of investor loans. At Wells Fargo, Mr. Roti was the recipient of the “Golden Spoke” award which is provided to 100 out of 300,000 employees each year for outstanding performance and top leadership.
Mr. Roti graduated from the Ross School of Business at the University of Michigan.
Greg Montgomery
Greg Montgomery
Mr. Montgomery is a co-founder of the Abundant Power Group which was formed in 2009 to bring capital flows into the clean energy economy to accelerate the transition of our energy sector and economy to low carbon, clean energy and sustainable sources.
Mr. Montgomery has 35+ years in 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.
Over the past 15 years, Mr. Montgomery 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. Through CleanSource Capital, Mr. Montgomery has been responsible for designing/administering 5 financing programs under the SAVES platform in AL, SC, NC and VA which provided $166mm in funding to support $458mm in financing for 134 ES Transactions.
Mr. Montgomery was the founder of Sustain RNG (deploying a proprietary anaerobic digester technology in agriculture) which has generated a 7.5x MOIC to date over 3 years and was a co-founder of Nacelle Solutions which has generated a 20x MOIC over a 5 year period (the leading field gas and biogas upgrading services provider in the oil and gas an renewable natural gas industries).
Mr. Montgomery received a JD/MBA from Tulane University and a BA in Environmental Sciences from the University of Virginia and holds law licenses in NC/MD as well as multiple securities licenses.
Shannon Smith
Shannon Smith
Mr. Smith is a co-founder of the Abundant Power Group which was formed in 2009 to bring capital flows into the clean energy economy to accelerate the transition of our energy sector and economy to low carbon, clean energy and sustainable sources.
Mr. Smith, as a founding principal of Blue Point Capital, has raised and managed two $400mm private equity funds including $84mm of energy performance investments that generated a 92% IRR and MOIC of 3.6x. He is no longer actively involved in Blue Point.
Mr. Smith holds a BA in Philosophy and Economics from Wheaton College. He was a Rotary Scholar at the Universite De Lille in Lille, France in French Language and History. Mr. Smith received his MBA from the Darden School of Business Administration at the University of Virginia.
Partners
Climate Capital Funds benefits from a unique ecosystem of operating, strategic, advisory, and professional relationships to support all aspects of its investments.