Investing in Opportunity
Clients Include
Financial Institutions:
- New Markets Tax Credit Community Development Entities (CDEs)
- Community Development Financial Institutions (CDFIs)
- Regulated Financial Institutions – Banks and Credit Unions
- Angel Investment Funds
Economic Development Organizations:
- Non-Profit Development Organizations
- Community Development Corporations (CDCs)
- Municipalities
- Local Development Districts / Council of Governments (COGs)
Businesses:
- Social Enterprise
- Non-Profit Organizations
- For-Profit Businesses
- Developers
Services
Strategy and Capital Raise
Strategic Support:
- Strategy Development / Business Planning / Pro Forma Preparation
- Impact Modeling
- Technical Support / Program Development
Fund Formation and Capitalization:
- NMTC CDE – formation, development, Allocation Application preparation
- CDFI support – Certification, capital raise, FA Application
- Angel Fund Formation
- Federal Opportunity Zones – QOF Formation
- Grant application preparation – federal and philanthropic
Enterprise Finance / Project Finance:
- Prospectus Development / Capital Structuring / Capital Raise
- Enterprise Finance – Angel Investors, Equity Investors, CDFIs, public lenders, bank lenders
- Project Finance – New Markets Tax Credits, Historic Tax Credits, Qualified Opportunity Zone Funds, public lenders, public grantors