With over 20 years of experience closing approximately $1.6 billion of NMTC financings, we are technically and uniquely qualified to represent our borrower clients at each step of the NMTC financing.
Specifically, our financial, legal, accounting, and tax backgrounds, as well as our significant experience in community and economic development finance enables us to strategically underwrite, structure and close these complex financings by providing the maximum financial multiplier effect using all sources of public subsidies and private capital.
We have significant experience in drafting grant applications, as well as reviewing grant applications on behalf of the CDFI Fund. Therefore, we are able to provide unique experience in drafting applications to Allocatees, NMTC Investors and Leverage Lenders to provide the quality, details and persuasiveness that is beneficial in connection with applying on behalf of our clients to Allocatees, NMTC Investors, and Leverage Lenders.
Additionally, we have relationships with these Allocatees, NMTC Investors, and Leverage Lenders. Therefore, we serve as a gateway of credibility when submitting applications to them.
Based on our prior experience, we have developed our Comprehensive NMTC Intake Form. This Form is the product of our compilation and updates of the questions on the Allocatees’, NMTC Investors’, and Leverage Lenders’ intake forms, as well as our knowledge of their underwriting criteria which is not contained in such intake forms.
We also have detailed profiles of Allocatees, NMTC Investors, and Leverage Lenders, which we update to reflect changes in economic terms and underwriting criteria based on current demand.
If you would like to determine whether or not we believe that your particular financing may qualify for NMTC financing, please click on the following link: