Eric P Lunzer

Background

About Eric P Lunzer

I specialize in tax credit transfers and tax insurance solutions, helping corporations, institutional investors, and developers monetize tax incentives and optimize financial strategies under the Inflation Reduction Act (IRA). At Birch Risk, I provide advisory services that enable seamless tax credit transactions, mitigating regulatory and financial risks while maximizing economic benefits. With expertise in tax policy, structured finance, and risk management, I work closely with Fortune companies, private equity firms, and project developers to facilitate tax credit transfers and develop tailored tax insurance solutions. My role is to help organizations efficiently deploy capital, reduce tax liabilities, and leverage tax incentives to support long-term investment strategies. Before transitioning into tax credit advisory, I spent five years at MJX Asset Management as a buy-side credit analyst specializing in software and technology. As Head of the Software Group and Co-Head of Technology, I covered leveraged loans and high-yield credit, evaluating investment opportunities and managing risk across the tech sector. Additionally, I was part of MJX’s Special Situations Group, where I focused on restructurings, distressed debt, and complex financial situations. I advised on corporate workouts, debt renegotiations, and investment strategies for distressed assets, working with companies navigating operational and capital structure challenges. This experience honed my ability to assess financial risk, structure complex transactions, and develop solutions that align with evolving regulatory and market conditions. With a background spanning tax credit advisory, structured finance, credit analysis, and special situations investing, I bring a comprehensive financial perspective to every transaction. I’m always open to connecting with professionals exploring tax credit opportunities, risk mitigation strategies, or broader corporate tax efficiency solutions. Let’s discuss how strategic tax credit planning can create value for your organization.