Government Funding Services
A&M advisors can help you navigate government funding programs every step of the way - from pre-funding to post-funding.
Securing government funding can be a complex and competitive process—but with the right expertise, it becomes a strategic advantage. Alvarez & Marsal Valuation experts bring decades of experience in navigating federal, state and local funding programs, combining deep industry knowledge with unparalleled technical expertise.
We provide end-to-end support, ensuring your business or project is positioned for success from the very start. Our tailored approach begins with identifying the most suitable funding opportunities, followed by strategic application development, financial modeling and compliance management to ensure long-term success.
Whether you need us to augment your existing team or take the lead, we offer the flexibility and expertise required to streamline the funding process—allowing you to focus on what matters most: driving your project forward.
GOVERNMENT FUNDING SERVICES
State and Local Tax Incentives
- Site selection and tax impact analysis
Federal Tax Incentives
- Identification and tax impact analysis, including Prevailing Wage and Apprenticeship (PWA) and Domestic Content requirements
- Relevant experience includes: Inflation Reduction Act (IRA), Bipartisan Infrastructure Law (BIL), CHIPs Act
Statutory Credits and Incentives
- Identification of all available federal and state employee-related and investment-related credits and incentives
- Complimentary lookback reviews to identify potential tax credit refund opportunities
- Assess eligibility, estimate potential benefits, provide credit capture services, and offer substantiation support for claims
- Relevant experience includes: R&D Tax Credit, Work Opportunity Tax Credit, Hiring, Investment, and Training Incentives
Tax Credit Monetization
- Strategies to monetize otherwise unutilized energy tax credits (e.g., tax credit sale, tax equity structures)
- Exclusive broker/dealer services to sell energy tax credits to third-party buyers
- Advising and obtaining traditional sources of capital to fund capital projects, including bridge loan financing
Pre-Grant Services
- Identification of the right grant (grant scouting)
- Project planning and development (project scope, CapEx estimate, schedule/key milestones, construction procurement, contracting strategy, project governance, risk management, etc.)
- Development of community benefits and community development plans
- Grant application services including developing win themes and grant writing
- Financial model development
Post-Grant Services
- Procurement and compliance setup
- Project oversight and compliance monitoring
Federal and State Loans
- Market assessments (rail, transit, transit-oriented development, water/wastewater, energy/renewables, electric vehicle (EV) and EV supply chain, etc.)
- Forecast development
- Risk assessment
- Technical review (technology assessment, supply chain analysis, production processes)
- Loan application project management and loan application package development
- Financial modeling, due diligence support, credit analysis, term sheet negotiation
- Relevant experience includes: Department of Energy (DOE), Department of Transportation (DOT), CHIPs Program Office (CPO), United States Department of Agriculture (USDA)
- Robust project oversight to ensure compliance with funding conditions
- Ongoing compliance monitoring, including regular audits, progress reports, and risk assessments
- Tax credit monetization
- Compliance with financial, technical, and governmental requirements
- Cost segregation studies and project valuation analyses for tax purposes
State and Local Tax Incentives
- Site selection and tax impact analysis
Federal Tax Incentives
- Identification and tax impact analysis, including Prevailing Wage and Apprenticeship (PWA) and Domestic Content requirements
- Relevant experience includes: Inflation Reduction Act (IRA), Bipartisan Infrastructure Law (BIL), CHIPs Act
Statutory Credits and Incentives
- Identification of all available federal and state employee-related and investment-related credits and incentives
- Complimentary lookback reviews to identify potential tax credit refund opportunities
- Assess eligibility, estimate potential benefits, provide credit capture services, and offer substantiation support for claims
- Relevant experience includes: R&D Tax Credit, Work Opportunity Tax Credit, Hiring, Investment, and Training Incentives
Tax Credit Monetization
- Strategies to monetize otherwise unutilized energy tax credits (e.g., tax credit sale, tax equity structures)
- Exclusive broker/dealer services to sell energy tax credits to third-party buyers
- Advising and obtaining traditional sources of capital to fund capital projects, including bridge loan financing
Pre-Grant Services
- Identification of the right grant (grant scouting)
- Project planning and development (project scope, CapEx estimate, schedule/key milestones, construction procurement, contracting strategy, project governance, risk management, etc.)
- Development of community benefits and community development plans
- Grant application services including developing win themes and grant writing
- Financial model development
Post-Grant Services
- Procurement and compliance setup
- Project oversight and compliance monitoring
Federal and State Loans
- Market assessments (rail, transit, transit-oriented development, water/wastewater, energy/renewables, electric vehicle (EV) and EV supply chain, etc.)
- Forecast development
- Risk assessment
- Technical review (technology assessment, supply chain analysis, production processes)
- Loan application project management and loan application package development
- Financial modeling, due diligence support, credit analysis, term sheet negotiation
- Relevant experience includes: Department of Energy (DOE), Department of Transportation (DOT), CHIPs Program Office (CPO), United States Department of Agriculture (USDA)
- Robust project oversight to ensure compliance with funding conditions
- Ongoing compliance monitoring, including regular audits, progress reports, and risk assessments
- Tax credit monetization
- Compliance with financial, technical, and governmental requirements
- Cost segregation studies and project valuation analyses for tax purposes
WHY USE ADVISORS
There are many opportunities to obtain funding at all levels of U.S. government. However, working with the government can be confusing and often difficult to navigate. The amount of information available online can be overwhelming and hard to sift through to determine which program is the right one for your project and/or company. A&M can help. We have experts that know this space and are aware of all the latest legislation, announcements and requirements to successfully obtain funding. Advisors lessen the burden on your day-to-day operations and give you the required bandwidth as well as the technical expertise to deal with the government. Instructions for obtaining funding often lack sufficient detail but experienced advisors provide the needed clarity to focus your application on the most important determinants of success and viability. Advisors help you plan and assess the readiness of your business/project and ensure that you are fully prepared to embark on this process. With the right advisor, you understand and can efficiently maximize the benefits received. Once you receive funding, an advisor is critical to navigating stringent regulatory requirements and complex compliance issues that follow.
LEARN MORE
A&M provides bespoke services depending on your company’s needs. Contact our team to learn how we can support you.
