⚖️ Federal Antitrust Exposure

Connecticut's Legal Liability

The State of Connecticut faces significant federal antitrust liability from the Green Bank's anticompetitive conduct. Without proper state supervision, Connecticut has NO immunity from Sherman Act enforcement—exposing the state to treble damages from excluded private competitors.

3X
Treble Damages Under Sherman Act

If private competitors sue and win, damages are automatically tripled under federal antitrust law (15 U.S.C. § 15).

The Myth of Sovereign Immunity

A common misconception is that state agencies are immune from federal antitrust laws. This is FALSE for quasi-public agencies like the Connecticut Green Bank.

The Critical Distinction

TRUE Sovereign State Entity

  • State legislature itself
  • Governor's office
  • State agencies with direct legislative control
  • = Full antitrust immunity

Quasi-Public Agency (CGB)

  • Controlled by private market participants
  • Operates autonomously from legislature
  • No active state supervision
  • = NO antitrust immunity

Under North Carolina State Board of Dental Examiners v. FTC (2015), immunity is conditional and requires passing two strict tests. CGB fails both.

The Scale of Potential Liability

Without state immunity, Connecticut faces exposure to hundreds of millions of dollars in treble damages from multiple excluded private competitors across multiple programs (Solar MAP, RRES, NRES, SCEF) over 7+ years (2018-2025).

7+
Private Companies
That Could Sue
4
Market Programs
With Blocked Competition
7
Years of Alleged
Anticompetitive Conduct
$100M - $500M+
Potential Treble Damages Exposure Range

Conservative Estimate: If just a subset of blocked solar developers collectively prove $30-50M in lost profits → $90-150M in treble damages + attorney fees.

Full Exposure: If all excluded competitors (residential, commercial, and community solar developers) across all programs (RRES, NRES, SCEF, Solar MAP) over 2018-2025 sue → Liability could reach hundreds of millions of dollars.

This financial threat is the primary lever to move the Legislature and the Attorney General to action. Connecticut must act immediately to eliminate liability exposure before lawsuits are filed.

The Legal Problem in 60 Seconds

Connecticut Green Bank CANNOT Claim State Immunity

The Green Bank is a quasi-public agency, not a sovereign state entity. Under federal law, it must meet two strict tests to avoid antitrust liability. It fails both.

Test #1: Clear Articulation

Requirement: The Connecticut legislature must have "clearly articulated" a state policy to displace private competition.

CGB's Enabling Statute (C.G.S. § 16-245n):

What the Statute ACTUALLY Says:
  • "Leverage private investment" in clean energy
  • "Foster private sector development" of clean energy markets
  • "Support financing" to attract private capital
  • "Crowd in" private investment where markets are underserved

Legislative Intent: CGB was designed to catalyze private investment, not compete with or displace it.

What the Statute Does NOT Say:
  • ✗ Does NOT authorize monopolizing solar financing markets
  • ✗ Does NOT authorize blocking private competitors from mature markets
  • ✗ Does NOT authorize exclusive contracts with IPC
  • ✗ Does NOT authorize no-bid procurement exemptions
  • ✗ Does NOT authorize tying arrangements (TA → IPC financing)

Verdict: FAILS Clear Articulation Test

The statute authorizes CGB to support financing, not to monopolize it. "Leverage private investment" means attracting private capital, not displacing it with state-subsidized competitors. CGB's conduct is the opposite of what the statute authorizes.

"Simple permission to play in a market does not imply permission to monopolize it."

— FTC v. Phoebe Putney Health System, 568 U.S. 216 (2013)

Test #2: Active Supervision

Requirement: A politically accountable state official must actively supervise anticompetitive conduct by market participants.

CGB's Actual Governance Structure:

Board Controlled by Active Market Participants:
  • Matthew Ranelli: Solar industry lawyer (Shipman & Goodwin)
  • Dominick Grant: Private equity investor (Dirt Capital)
  • Bert Hunter: Sits on BOTH CGB and IPC boards (direct conflict)
  • John Harrity: Union lobbyist seeking renewable contracts
NO Active State Supervision:
  • DEEP Commissioner does NOT review or approve specific no-bid contracts to IPC
  • PURA (Public Utilities Regulatory Authority) does NOT oversee Solar MAP financing decisions
  • Governor's office does NOT review anticompetitive conduct
  • State Contracting Standards Board does NOT oversee CGB procurement exemptions

CGB Board (composed of market participants with financial interests) approves IPC no-bid contracts autonomously—with zero oversight from politically accountable state officials.

Verdict: FAILS Active Supervision Test

This is the precise scenario condemned in NC Dental: a board controlled by active market participants regulating their own industry without state supervision. Federal law requires a politically accountable state official to review and approve decisions that exclude competitors. Connecticut provides no such supervision.

"When a state board is controlled by active market participants, active supervision by the state is required."

— NC State Board of Dental Examiners v. FTC, 574 U.S. 494 (2015)

Result: Connecticut Has NO Antitrust Immunity

The state is fully exposed to federal Sherman Act enforcement and private treble-damage lawsuits.

The Two-Part Test for State Immunity

Under California Retail Liquor Dealers v. Midcal Aluminum, 445 U.S. 97 (1980), non-sovereign state actors must satisfy BOTH prongs to claim immunity from federal antitrust law.

PRONG 1

Clear Articulation

Legislature must clearly express policy to displace competition

What CT Law Says:

  • "Foster private sector development"
  • "Leverage private investment"
  • "Crowd in private capital"

What CT Law Does NOT Say:

  • ✗ "Monopolize solar financing"
  • ✗ "Block private competitors"
  • ✗ "Award no-bid contracts to IPC"
FAILS TEST
+
PRONG 2

Active Supervision

State official must review and approve anticompetitive conduct

Who Should Supervise:

  • DEEP Commissioner (appointed official)
  • PURA (independent regulator)
  • Governor's policy office

Who Actually Decides:

  • ✗ CGB Board (industry insiders)
  • ✗ Bert Hunter (on IPC board too)
  • ✗ No DEEP review of IPC contracts
FAILS TEST
Legal Conclusion

CGB fails both prongs of the Midcal test. Connecticut has NO state action immunity and is fully exposed to federal antitrust enforcement under the Sherman Act.

Who Can Sue Connecticut?

Without state immunity, Connecticut faces liability from multiple sources under federal antitrust law.

Federal Enforcement

The U.S. Department of Justice or Federal Trade Commission can bring civil enforcement actions.

Potential Remedies:

  • Injunction: Halt Solar MAP no-bid steering
  • Structural relief: Dissolve CGB-IPC relationship
  • Conduct remedies: Mandate competitive bidding
  • Consent decree: Years of federal oversight

DOJ/FTC enforcement does NOT require proof of damages—only anticompetitive conduct.

Private Competitor Lawsuits

Any private company blocked from competing can sue under 15 U.S.C. § 15 for treble damages.

Who Can Sue:

  • Solar Developer 1: Blocked from Solar MAP
  • Solar Developer 2: Blocked from Solar MAP
  • Solar Developer 3: Blocked from RRES ($10M+ project)
  • Solar Developer 4: Blocked from SCEF
  • Solar Developer 5: Blocked from RRES (50,000+ CT installations)

Calculation:

Actual Damages: Lost profits from projects they would have won
Treble Damages: 3× actual damages (mandatory under 15 U.S.C. § 15)
Attorney Fees: Recoverable by prevailing plaintiff
Costs: Court costs and expert witness fees

3X DAMAGES
Automatically Tripled by Federal Law

Example Liability Calculation

Assume multiple private solar developers collectively lost $50 million in profits from projects steered to IPC over 2018-2025:

  • Actual Damages: $50 million (lost profits)
  • Treble Damages: $150 million (3× under Sherman Act)
  • Attorney Fees & Costs: $10-20 million (recoverable)
  • Total Exposure: $160-170 million

And this is just ONE scenario. Multiple plaintiffs could file separate suits.

The Board Composition Problem

The CGB Board is controlled by active market participants—exactly the scenario that triggered antitrust liability in NC Dental.

NC Dental Precedent (2015)

"A state board on which a controlling number of decisionmakers are active market participants in the occupation the board regulates must satisfy Midcal's active supervision requirement in order to invoke state-action antitrust immunity."

— NC State Board of Dental Examiners v. FTC, 574 U.S. 494, 505 (2015)

Why the Court cared: When competitors regulate their own market, they have an incentive to exclude rivals and raise prices. Active state supervision is required to ensure they're acting in the public interest, not their private interest.

CGB Board: Active Market Participants

Board Member Professional Role Market Conflict
Matthew Ranelli Partner, Shipman & Goodwin
(Chair, Renewable Energy Practice)
Represents solar developers in PPA negotiations
Dominick Grant Director of Investment, Dirt Capital Partners
(Private Equity)
Active impact investor in environmental assets
Bert Hunter Executive VP & CIO, CGB
(Staff/Officer)
DUAL ROLE: CGB + IPC Board
John Harrity President, CT State Council of Machinists
(Labor Union)
Lobbies for union contracts in renewables

Legal Conclusion: Active Supervision Required

Because CGB's board is controlled by active market participants (renewable energy lawyers, private equity investors, union lobbyists), NC Dental requires that a politically accountable state official (e.g., DEEP Commissioner) must actively review and approve any decisions that exclude competitors.

Evidence shows: CGB Board approves IPC no-bid contracts autonomously, with NO DEEP review. This failure of active supervision eliminates state immunity.

Specific Sherman Act Violations

Sherman Act § 1: Illegal Tying

What is Tying? Conditioning the sale of a desirable "tying product" on the purchase of a separate "tied product."

CGB's Tying Scheme:

TYING PRODUCT
Free Technical Assistance
(funded by ratepayers)
TIED PRODUCT
IPC Financing
(48-73% subsidized by ratepayers)

Legal Elements (all met):

  • Two separate products: TA ≠ Financing
  • Conditioning: "To get Solar MAP, use IPC"
  • Market power: CGB has monopoly on ratepayer-funded TA
  • Affects commerce: $100M+ in municipal projects

"Tying aftermarket services to equipment sales violates the Sherman Act when the seller has market power."

— Eastman Kodak Co. v. Image Technical Services, 504 U.S. 451 (1992)

Sherman Act § 2: Monopolization

What is Monopolization? Willful acquisition or maintenance of monopoly power through exclusionary conduct.

CGB/IPC's Conduct:

  1. Market definition: Municipal solar financing in Connecticut
  2. Market power: IPC has 100% of Solar MAP projects (no-bid monopoly)
  3. Exclusionary conduct: Removed financing from competitive bidding in Rounds 3+
  4. Harm to competition: Private financiers blocked despite offering market-rate financing (CGB subsidizes below-market rates)

Evidence of Willfulness:

  • ✓ Early rounds: IPC bid competitively (but was high bidder)
  • ✓ Later rounds: Competitive bidding eliminated
  • ✓ Board resolutions: IPC granted sole-source status
  • ✓ Mackey Dykes voted YES (conflict: CGB board + IPC chair)

"The offense of monopoly under § 2 of the Sherman Act has two elements: (1) the possession of monopoly power in the relevant market and (2) the willful acquisition or maintenance of that power."

— United States v. Grinnell Corp., 384 U.S. 563 (1966)

Antitrust Violations: Clear and Documented

Connecticut's conduct meets all the legal elements of illegal tying (§ 1) and monopolization (§ 2). Without state immunity, these violations expose the state to federal enforcement and private lawsuits.

Additional Antitrust Violations

Beyond the core tying and monopolization claims, CGB's conduct implicates multiple additional antitrust theories recognized by federal courts.

Relevant Market Definition Analysis

Antitrust liability depends on properly defining the relevant market. Here, multiple distinct markets exist where CGB/IPC hold monopoly power:

Geographic Market

  • State of Connecticut — CGB's statutory jurisdiction is limited to Connecticut by C.G.S. § 16-245n
  • Captive customers: Connecticut municipalities cannot seek financing from out-of-state green banks
  • No substitutes: Only CGB offers ratepayer-funded technical assistance tied to below-market financing

Product Market

  • Municipal solar financing — distinct from residential or C&I financing due to procurement requirements, scale, and regulatory framework
  • Ratepayer-subsidized financing — private lenders cannot match CGB's below-market rates funded by mandatory electric charges
  • Technical assistance — CGB monopolizes ratepayer-funded feasibility and design services

Market Power Analysis

100% Market Share: IPC finances 100% of Solar MAP projects from 2020-2025 (Rounds 3-5). No other financier has been awarded a single project.

Barriers to Entry: Private competitors face insurmountable barriers: (1) No access to ratepayer subsidies; (2) CGB controls technical assistance gatekeeping function; (3) Municipalities locked into Solar MAP pipeline by sunk-cost fallacy after "free" site assessments.

Essential Facility Doctrine

Legal Theory: A monopolist controlling an "essential facility" (a resource competitors must access) violates § 2 if it refuses competitors access on reasonable terms.

Four Elements (All Met):

  1. Control of essential facility: CGB controls ratepayer-funded technical assistance and Solar MAP program administration — no alternative exists for municipalities
  2. Inability to duplicate: Private competitors cannot replicate ratepayer funding ($24-26M/year) or state authority to offer "trusted" government advice
  3. Denial of access: CGB denies competitors access to Solar MAP program unless they cede financing to IPC
  4. Feasibility of access: CGB could easily unbundle TA from financing, allowing any qualified financier to bid

Result: Solar MAP's technical assistance functions as an "essential facility" that CGB leverages to monopolize downstream financing markets. Private developers are foreclosed from competing because they cannot access municipal customers without navigating CGB's gatekeeping function — which conditions access on using IPC financing.

Predatory Pricing Through Ratepayer Subsidies

Legal Theory: Pricing below cost to drive out competitors violates Sherman Act § 2 when paired with market power and intent to monopolize.

CGB/IPC's Below-Market Pricing Strategy:

Project/Market IPC Rate Private Market Rate Subsidy Differential
Manchester Solar MAP $0.145/kWh $0.084/kWh (private bid) 73% above market
Durham SCEF $0.132/kWh $0.089/kWh (private bid) 48% above market
RRES (Residential) 2.99% APR 6.99% APR (market rate) 57% below market

Economic Reality: IPC's rates are not sustainable without ratepayer subsidies. CGB uses $24-26 million per year in mandatory electric charges to offer artificially low financing that private lenders — operating without subsidies — cannot match.

Anticompetitive Intent:

  • Documentary evidence: Board resolutions eliminating competitive bidding after private companies submitted lower bids
  • Admission of intent: CGB officials stated Solar MAP "ends with" IPC financing — acknowledging the deliberate foreclosure strategy
  • Pattern of conduct: Systematic expansion across RRES, NRES, SCEF, and Solar MAP despite statutory mandate to "crowd in" private capital

Group Boycott / Refusal to Deal

Legal Theory: Agreements among competitors to refuse to deal with certain parties are per se illegal under Sherman Act § 1.

Alleged Concerted Action:

CGB (state-created entity) + IPC (CGB-created nonprofit) + municipalities (customers steered by CGB) = coordinated refusal to consider financing from private solar developers not affiliated with IPC.

  • Horizontal dimension: IPC sits on same CGB board that awards it no-bid contracts — interlocking directorate creates horizontal agreement
  • Vertical dimension: CGB (upstream TA provider) forces municipalities (customers) to accept IPC (downstream financier) — vertical restraint of trade
  • Market impact: Private financiers systematically excluded from 100% of Solar MAP projects despite offering superior terms

"Concerted refusals to deal are per se violations of the Sherman Act when they serve no purpose other than to harm competition."

— Northwest Wholesale Stationers, Inc. v. Pacific Stationery & Printing Co., 472 U.S. 284 (1985)

Interlocking Directorates (Clayton Act § 8)

Legal Theory: Clayton Act § 8 prohibits a person from serving as director of two competing corporations if certain size thresholds are met.

Mackey Dykes / Bert Hunter Conflicts:

Individual CGB Role IPC Role Conflict
Mackey Dykes Board Member Board Chair Voted to award IPC sole-source contracts
Bert Hunter Executive VP & CIO Board Member Participates in both CGB financing decisions and IPC operations

Competitive Relationship: CGB and IPC operate in the same "financing services for renewable energy projects" market. CGB directly competes with private lenders (via Smart-E loans, C-PACE), while IPC finances the same project types (Solar MAP, SCEF). The dual roles eliminate competitive tension and facilitate monopolization.

Interstate Commerce Nexus

Jurisdictional Requirement: Sherman Act applies only to conduct affecting interstate commerce. CGB's conduct easily meets this threshold.

Multi-State Effects:

  • Blocked competitors based outside Connecticut: Multiple excluded solar developers operate multi-state portfolios and are headquartered in other states
  • Solar equipment supply chains: Solar panels, inverters, and installation services involve interstate transactions — foreclosing developers impacts manufacturers and suppliers in other states
  • Financial markets: Project financing involves interstate capital flows — IPC's monopoly distorts lending markets across state lines
  • National precedent: If Connecticut's model spreads to other state green banks, the cumulative effect would substantially restrain interstate commerce in solar development
  • $100M+ in affected commerce: Solar MAP alone involves over $100 million in projects — well above the de minimis threshold for Sherman Act jurisdiction

Supreme Court Standard: "Even local restraints affect interstate commerce if they interfere with the flow of goods across state lines or impact out-of-state competitors." — Hospital Building Co. v. Trustees of Rex Hospital, 425 U.S. 738 (1976)

What This Means for Connecticut

$160M+
Potential Treble Damages Exposure
7+
Private Companies That Could Sue
6+
Distinct Antitrust Violations
0
State Immunity Protections

Immediate Risks

  • DOJ/FTC Investigation: Federal agencies could open antitrust inquiry
  • Injunction: Court order to halt Solar MAP no-bid steering
  • Private lawsuits: Multiple blocked solar developers could file immediately
  • Discovery: CGB board emails/minutes would be subpoenaed
  • Legal fees: Years of litigation at state taxpayer expense

How to Eliminate Liability

  • Immediate: Halt all new IPC no-bid contracts
  • Legislative fix: Amend C.G.S. § 16-245n to mandate competitive bidding for all financing
  • Active supervision: Require DEEP Commissioner approval for sole-source contracts
  • Board reform: Replace market participants with public officials
  • Market exit: Withdraw from RRES/NRES/SCEF (mature markets with private capital)

Comprehensive Legal Analysis: Multiple Paths to Liability

Connecticut faces antitrust exposure under multiple independent legal theories, each of which standing alone would support federal enforcement or private litigation:

Sherman Act § 1 Claims:
  • Illegal tying arrangement
  • Group boycott / refusal to deal
  • Vertical restraints of trade
Sherman Act § 2 Claims:
  • Monopolization
  • Essential facility doctrine
  • Predatory pricing / below-cost pricing

Clayton Act § 8: Interlocking directorates (Mackey Dykes, Bert Hunter) violate prohibitions on directors serving competing entities.

State Immunity Defense: Will be rejected under Phoebe Putney (clear articulation) and NC Dental (active supervision) — CGB fails both prongs of Midcal test.

Multiple claims + no immunity = catastrophic exposure. Connecticut should settle or reform IMMEDIATELY.

What Connecticut Must Do

The legal exposure is real, immediate, and fixable. Connecticut must act NOW to eliminate antitrust liability before federal enforcement or private lawsuits begin.

Emergency Action

  • Moratorium on all new IPC no-bid contracts
  • Freeze Solar MAP pending legal review
  • AG antitrust risk assessment
  • DEEP investigation of board conflicts

Legislative Fix

  • Amend C.G.S. § 16-245n: prohibit CGB from RRES/NRES/SCEF
  • Mandate competitive bidding for ALL financing
  • Require DEEP approval for sole-source contracts
  • Board reform: replace market participants

Compliance

  • Establish active DEEP supervision
  • Additionality test for all investments
  • Annual reporting to legislature
  • Exit strategy for mature markets