Industries We Serve
The AI buildout is a debt-financed supply chain.
Building AI is a physical undertaking, from compute and power to minerals, manufacturing, and logistics, and it is financed largely with debt. These are the sectors ELO Advisors knows. We structure the financing and source it from the institutions that fund each one.
01 / The Thesis
A multi-trillion-dollar buildout, financed with debt.
Building AI is a physical, capital-intensive undertaking, and the money that funds it is largely debt. Every layer of the supply chain, from compute and power to minerals, manufacturing, and logistics, has its own assets, cash flows, and lenders. We underwrite each the way a specialist does, and that is what gets a deal financed rather than declined. These sectors are where we work. They are not separate service lines.
The business
Debt advisory.
One discipline, applied across the AI supply chain. The sectors are where it is put to work.
02 / The Industries We Finance
Six deep markets, each financed on its own terms.
Open any one to see how the debt actually works, from the collateral to the specific instruments.
AI Data Centers
Project finance and deferred draws against hyperscale leases.
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Power & Energy
Non-recourse debt for generation, sized to the offtake.
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Semiconductors & Manufacturing
Capex and equipment finance for fabs and production lines.
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Critical Minerals & Mining
Equipment finance on the fleet, project debt on the offtake.
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Grid & Electrical Equipment
Working capital and equipment finance for long-lead gear.
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Land, Sites & Construction
Bridge and development finance to a project-debt take-out.
Explore03 / The Full Supply Chain
Sixteen sectors. One discipline.
Each sector carries its own assets and its own lenders. For each, what gets financed and the instrument that funds it.
AI Data Centers
Hyperscale and colocation campuses financed on long-term lease and offtake contracts, typically through non-recourse project finance and structured debt.
Power Generation
Gas, nuclear, and firm capacity built to feed compute load, financed against power purchase agreements with project finance and private credit.
Grid Infrastructure
Transmission, substations, and interconnection assets carried on regulated or contracted revenue, financed through project finance and structured debt.
Renewable Energy
Solar, wind, and storage-paired generation underwritten on contracted output, financed with non-recourse project finance and tax-equity-adjacent structures.
Battery Storage
Grid-scale and behind-the-meter storage financed on tolling and capacity contracts through project finance and structured debt.
Critical Minerals
Lithium, copper, and rare earth supply financed against offtake agreements and reserves, through structured debt and prepayment facilities.
Mining
Development and expansion capital secured on reserves and production, financed through structured debt, streaming, and private credit.
Semiconductor Manufacturing
Fabrication capacity and long-lead tooling financed through equipment finance, structured debt, and private credit against contracted volumes.
Electrical Equipment
Transformers, switchgear, and grid hardware makers financed on order books and long-lead production through working capital and equipment finance.
Industrial Manufacturing
Capacity build-outs and plant expansion financed through private credit, equipment finance, and working capital facilities.
Secondary Metals and Recycling
Scrap processing and metal recovery operations financed on inventory and receivables through working capital and structured debt.
Precious Metals
Refining, inventory, and trading positions financed through structured debt, borrowing bases, and metal-backed facilities.
Fiber and Network Infrastructure
Long-haul and metro fiber financed on contracted connectivity revenue through project finance and structured debt.
Cooling Infrastructure
Liquid cooling, chillers, and thermal systems for data centers financed through equipment finance and structured debt.
Heavy Industrial Construction
Engineering and construction of large industrial assets financed through working capital, performance-linked facilities, and bridge financing.
Logistics
Warehousing, transport fleets, and supply-chain assets financed through equipment finance, asset-backed facilities, and working capital.
04 / How the Financing Maps
The same instruments recur across sectors.
The industry changes. The structuring logic does not. Contracted-revenue assets suit project finance. Sub-investment-grade operators suit private credit. Specialized collateral suits structured debt. Long-lead capital equipment suits equipment finance. We read each mandate for the risk in front of us and match it to the capital that funds it.
- Contracted-revenue assets Project finance
- Sub-investment-grade operators Private credit
- Specialized or hard collateral Structured debt
- Long-lead capital equipment Equipment finance
05 / Contact
Financing something in one of these sectors?
Tell us the company, the asset, and what you are trying to finance. We will tell you how we would structure and place it.