Expanding Investment Focus Foss & Company continues to diversify its investment portfolio with recent additions such as the standalone battery storage division and new partnerships in solar energy, indicating openness to innovative and renewable energy sectors.

Strong Industry Position As a nationally recognized firm specializing in tax credit investments with substantial recent transactions like a $72 million partnership with Nautilus Solar and a $67 million investment into Summit Ridge Energy, Foss & Co demonstrates a solid foothold in the energy and community solar markets.

Growing Leadership Recent hires of Vice Presidents of Investments suggest ongoing expansion of the company's expertise and leadership capabilities, providing opportunities to engage with top decision-makers involved in structuring tax credit and energy investment deals.

Digital Presence & Branding A refreshed brand identity and modernized visual system released in September 2025 reflect a company focused on staying current and engaging with clients through an updated website and digital platforms, offering avenues for targeted marketing and communication initiatives.

Financial Opportunities With revenues estimated between $10 million and $25 million and active project financing in the renewable energy and tax credit sectors, there are multiple avenues for sales initiatives involving financial products, technology solutions, or partnership opportunities.