Jacob R. Levine, CFA (Jake) offers extensive commercial expertise in advising sustainable real asset owners on critical areas such as project development strategy, offtake and procurement negotiations, project finance, and corporate finance. He is currently a trusted advisor to renewable energy developers, independent power producers, and private infrastructure funds, specializing in development, acquisitions, financing, structuring, and valuation of utility-scale and distributed power assets throughout North America. Jake has assessed 100+ GW of renewable energy acquisition targets at various development stages, delivering strategic investment recommendations to executive leadership and investment committees at Dauntless Energy, Ardian, Onward Energy, JP Morgan Asset Management, Spruce Power and Clear Creek Investments. Prior to this, he was a key member of WSP USA’s Advisory Services practice, where he managed the planning, development and construction of some of the world’s largest transportation and urban infrastructure projects, serving both government and private-sector clients. Jake holds an M.S. in Environmental Science and Management from the University of California, Santa Barbara, and a Bachelor of Science in Statistics and Economics from George Washington University. He is a Chartered Financial Analyst(Registered) charterholder.
Building the Future
of Sustainable Infrastructure
Expert support for financing, development, and M&A of renewable energy and infrastructure projects.
About us
Two Roads Capital Management LLC provides financing, development, and acquisition support for private equity-backed infrastructure owners and renewable energy developers, specializing in wind, solar, hydrogen, battery storage, EV infrastructure, and commercial real estate
Mission
To drive the growth of sustainable infrastructure and renewable energy by providing unparalleled financial and strategic support to our partners
Vision
To support the energy transition through high ethical standards, meticulous attention to detail, and a client-focused approach to delivering impactful results.
Our Core Services
Clean Energy
Investment Solutions
Financial Model Development & Review
Expert in creating and standardizing financial models for renewable energy and infrastructure projects, supporting purchases, sales, capital raising, valuations, and stakeholder reporting.
Asset/Portfolio Sales Preparation
Data room development and financial modeling for asset, portfolio, and platform sales. Review and support of financial advisor sell-side models.
Debt and Tax Equity Financing Support
Structuring and raising project and corporate debt, as well as tax equity financing. Ongoing capital provider reporting.
Mergers & Acquisitions Support
Screening, valuation, and due diligence for renewable energy and infrastructure M&A targets.Support initial bids and post-exclusivity due diligence.
Project Development Coordination
Expert in creating and standardizing financial models for renewable energy and infrastructure projects, supporting purchases, sales, capital raising, valuations, and stakeholder reporting.
Corporate Valuation & Financial Planning
Quarterly financial and operational reporting. Asset and corporate valuation processes.
Let’s drive sustainable growth together—get in touch today.
Our Case Studies
Proven Success:
Our Impact in Action
Developing and Structuring 400MWh
(50 MW, 8-hour) BESS project in CAISO
Led project finance and structuring work for mid-stage brownfield 50 MW 8-hr BESS project in CAISO for private-equity backed Independent Power Producer (IPP). Scope of work included: offtake repricing, valuation, and financial structuring (development equity, back-leverage debt, construction debt and yield-based tax equity partnership)
Leading Sale Preparation and Analytics for 3.2 GW Operating Renewable Portfolio Sale across MISO, PJM, ERCOT
Created sell-side discounted cash flow models, confidential information memorandums and data room for 3.2 GW portfolio of operational wind and solar assets including multiple project debt financings and yield-based tax equity partnerships.
~$50M senior secured debt refinancings for 165 MW operational wind asset in ERCOT
Supported successful $47.9M senior secured debt refinancing for 165 MW operational wind asset in ERCOT.
Extensive screening, due diligence and valuation of North American Renewable Power Assets mergers and acquisition opportunities
Evaluated 200+ (~100 GW) renewable energy development (solar, wind & BESS) mergers and acquisitions opportunities across North America and provided valuation considerations and go / no-go recommendations to executive leadership and investment committees
Meet the Founder
Jacob R. Levine, CFA
Jacob R. Levine, CFA (Jake) offers extensive commercial expertise in advising sustainable real asset owners on critical areas such as project development strategy, offtake and procurement negotiations, project finance, and corporate finance. He is currently a trusted advisor to renewable energy developers, independent power producers, and private infrastructure funds, specializing in development, acquisitions, financing, structuring, and valuation of utility-scale and distributed power assets throughout North America. Jake has assessed 100+ GW of renewable energy acquisition targets at various development stages, delivering strategic investment recommendations to executive leadership and investment committees at Dauntless Energy, Ardian, Onward Energy, JP Morgan Asset Management, Spruce Power and Clear Creek Investments. Prior to this, he was a key member of WSP USA’s Advisory Services practice, where he managed the planning, development and construction of some of the world’s largest transportation and urban infrastructure projects, serving both government and private-sector clients. Jake holds an M.S. in Environmental Science and Management from the University of California, Santa Barbara, and a Bachelor of Science in Statistics and Economics from George Washington University. He is a Chartered Financial Analyst® charter holder.
Trusted by Industry Leaders
FAQ
Have any questions ?
Find the most common answers here or
What services does Two Roads Capital Management provide?
We specialize in financing, development, and M&A support for renewable energy and sustainable infrastructure projects.
Who are your typical clients?
We work with infrastructure owners, private equity firms, investment banks, independent power producers (IPPs), and renewable energy developers
How can I get in touch to discuss a project?
You can connect with me by filling out the contact form
or by reaching out directly at info@2roadscapital.com
.
Get in Touch