Lucas M. Email & Phone Number

San Francisco, California, United States

- Conduct thorough technical due diligence for multiple client engagements, offering crucial insights and assessments to investors involved in M&A deals at various stages of the solar project life cycle (NTP, Mechanical Completion, etc) - Scope of technical diligence encompasses subject matter including Interconnection, Site Control, Revenue, Permits & Environmental, Design & Engineering, Equipment Specs, etc- Deliver tools such as Document GAP Analysis, RFI Log, Risk Register, Level 1 Schedule, Permit & Contract Compliance Matrix. Maintain & update tools throughout the diligence process.- Support client’s preparation of documents vital to the closing process, drafting Schedules to the MIPA/APA, Conditions Precedent, and maintenance of a Closing Checklist

San Francisco Bay Area

Responsible for analytical support to the Global Asset Management function and portfolio of operating global solar PV projects, including reporting, invoicing, contract & document management, and market transaction processes.

Hoboken, New Jersey

Valhalla, New York

State College, Pennsylvania Area

First Place Overall, Business Plan, and Turbine Testing award winners. Developed a portable wind turbine prototype & market product capable of charging small electronic devices; researched most suitable market for product; supply chain of individual parts.

New York City

• Tracked and managed purchase orders, sales orders, and warehouse inventory for a growing, mid-market, distributed energy resources company. UGE is largest manufacturer of vertical axis wind turbines.• Communicated with vendors to sign compliance policies, obtain product lead times, and coordinate shipments. • Helped develop KPI metrics to better understand the effectiveness of the companies supply chain.

Greater Philadelphia Area

• Complied extensive market research in the areas of energy storage, inverters, and micro grids• Developed internal company documents including lead generation, business practices, and competitor analysis • Gained a working knowledge of Excel and Salesforce

Philadelphia Navy Yard

The GridSTAR center is a net-zero energy home that serves as a smart grid education and research center. Took part in a Penn State work-study program based out of the center. The classes I took were rooted in sustainability and energy independence. • Developed skills to educate homeowners about energy consumption and choices• Studied energy efficiency, sustainability, renewables, and smart grid technologies• Developed a passion for energy efficiency and an understanding of how to supply future energy demand.