Associate

Patrick T. Montgomery

Banking & Finance, Energy Regulation

Overview

Patrick Montgomery represents lenders, investors and project developers in a wide range of bespoke project finance transactions, including development, construction, term and bridge loans, tax equity transactions, project development and acquisition and sales of energy projects. Clients value Patrick’s experience in the energy sector and turn to him for advice on procurement, construction and revenue contracts, regulatory compliance, project management, tax benefit monetization, and all phases of a project’s development.

Experience

Advised:

  • An investor on a $486 million tax equity transaction in two solar-plus-storage projects located in California.
  • An investment bank on a $100 million development loan facility to be used by a solar project developer in connection with early-stage projects.
  • Lenders and lead arrangers on a syndicated debt facility for three solar projects in Maryland, Georgia and Pennsylvania, constituting a total $331 million in construction, bridge and term loans with an accompanying $39 million letter of credit facility.
  • Investors on a $126 million tax equity transaction in three battery facilities co-located with existing gas-fired peaker power plants in California.
  • Lenders and arrangers on a $158 million construction, bridge and term loan and letter of credit facility to a solar-plus-storage project located in South Carolina.

Related Services & Industries

Education

  • Harvard Law School, JD
  • University of Michigan, BM, with highest honors
  • University of Michigan, MM

Admissions

  • Illinois
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