Alex Erlikh Email & Phone Number

San Diego, California, United States

Sydney, NSW, AU

Infrastructure, Green Energy, Hydrogen, Ammonia, Methanol, Energy Transition, Midstream, Petchem, Project Finance, DCM

San Diego, California, US

• Lead negotiations and manage engineering, O&M, and development team to undertake due diligence of acquisition of wind and solar projects across the U.S. and abroad
• Arrange financing for advanced stage development projects utilizing debt and tax equity structures
• Manage financing process for existing assets and work with lenders, asset management and O&M team to successfully present the project to lenders’ credit committee
• Manage finance team to accurately model debt, tax equity, and sale-leaseback structures for all wind and solar acquisitions as well as tracking performance of existing projects
• Work with independent engineers, resource consultants, and insurance consultants to fine tune reports in preparation for presentation to potential lenders
• Work with developers to structure and negotiate term sheets for acquisitions

• Originated and executed global environmental commodities offtake agreements and project investments, acquisitions and development activities
• Independently structured and negotiated innovative call option agreement with British and Chinese counterparties yielding over 5x leverage at a deeply discounted volatility
• Developed and maintained relationships with carbon offset and renewable energy credit producing project-owners/developers, suppliers, and acquirers
• Modeling and understanding impact of existing and emerging renewable portfolio standards and carbon emissions reductions standards at North American state/federal levels and internationally

Zurich, CH

• Responsible for modeling and maintaining portfolio of all primary CDM/JI projects totaling approximately 35mm CERs from 2008-2012
• Key role in originating, structuring and marketing largest primary CER portfolio offering to date – CS Clean Energy CER Portfolio (11.5 mm tonnes, 3 tranche structure)
• Conducted due diligence and valuation analysis of proprietary investments including CS’ 10% stake in EcoSecurities and founding member ownership stake in NYMEX’s The Green Exchange
• Developed a delivery risk model used to hedge primary CER position and formalized process for accounting for these positions under both US GAAP and IFRS reporting
• Worked with all back office support groups to establish a formalized process for booking trades in Endur
• Conducted research and prepared presentations to senior management on value of carbon trading

Zurich, CH

• Performed financial modeling to evaluate the accounting, credit, and leverage effects of leveraged loan or bond financings for various project financings
• Assessed the effects of multiple financing scenarios including interest rate hedges, currency hedges, and carbon credit hedges; analyzed the impact of capital markets on the feasibility of financing alternatives
• Conducted business and financial due diligence, negotiated closing documentation, prepared analysis for covenant negotiations, collaborated with clients and lenders to facilitate bank loan syndications
• Composed credit approval memoranda, drafted high yield offering prospectuses and leveraged loan information memoranda, developed management, roadshow, and rating agency presentations

Bachelor'S Degree, Economics And Public Policy

Economics