Every dollar counts

Decades of investment banking experience to assist you in your capital plans and execution

• Affordable Housing
• Tax Credits
• Tax-Exempt and Taxable Bonds
• Nonprofits
• Senior Living
• Economic Development
• Registered Municipal Advisor
• Registered with Municipal Securities Rulemaking Board (MSRB) and Securities & Exchange Commission (SEC)

Holistic analysis of your financial performance and capacity

• Proforma Financial Analysis
• Debt Service Coverage
• Rating Agency Presentations
• Debt Capacity
• Debt Profile Risks and Structuring
• Interest Rate and Market Risks
• RFP Process and Analysis
• Long Range Capital Plans

Our mission is to serve you, striving to put your interests first

• Keeping your bankers honest
• Negotiating covenants
• Researching wide array of lenders, including HUD Loan Programs, Freddie Mac, Fannie Mae, conventional loans
• Reviewing documents for financial flexibility and fine print
• Educating Board members on financial matters