We interact with prospective investors in their Tax, Treasury, Investment, Real Estate and CDC/CRA departments and have extensive knowledge of bank-qualified and CRA-qualified investment programs.

In addition to our direct placement capabilities, we work directly with the management staff to advise on appropriate offering terms and deal structures, and assist with the creation of the official offering memorandum and sales materials.

We have expertise in the following areas:

• Public Offerings

• Private Placements
• Small Business Investment Companies (SBICs)
• Real Estate
• Direct one-off transactions, Equity & Mezzanine debt
• Fund offerings

• Tax Credit Equity
• Low-Income Housing Tax Credits (Section 42) – Federal & State
• Historic Tax Credits (Section 47)
• New Markets Tax Credits (Section 47D)
• Renewable Energy Tax Credits (Section 45)
• Non-conventional Fuels Tax Credits (Section 29)

• Additional Debt and Equity CRA Qualified Investment programs