Michael F. Fitzpatrick

Michael F. Fitzpatrick

Executive Vice President, Partner, CPA · +1 (608) 240 2609

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Michael Fitzpatrick is a partner with Baker Tilly and executive vice president and principal of Baker Tilly Capital, LLC, the wholly-owned FINRA broker-dealer subsidiary of the firm. Michael has been with Baker Tilly since 2000 and is a current member of the firm’s board of partners. Michael chiefly works within the Opportunity Zones and New Markets Tax Credit (NMTC) practice areas to provide flexible and affordable capital to qualifying projects and businesses. Michael consults with community development clients in the areas of applying for NMTC from the US Treasury and monetizing NMTC into qualified low income community investments.

FINRA Broker Check

  • Oversees structuring and placement of Opportunity Zone investments through RIAs, Family Offices and to Accredited Investors
  • Baker Tilly’s New Markets Tax Credit transaction team has placed more than $5 billion of NMTC allocation, and Mr. Fitzpatrick has personally overseen placement of nearly $1 billion of NMTC allocation with emphasis on transaction sourcing, underwriting, structuring and closing
  • Closed 23 Regulation D private placements as lead placement agent, raising over $300 million in private placements since 2002 in a wide variety of industries including commercial real estate, manufacturing, land development and hospitality
  • Authored successful NMTC applications garnering over $700 million of NMTC, and the NMTC team has collectively written over 100 successful applications securing more than $5 billion of NMTC allocation
  • Serves as Investment Committee Chairman for The Valued Advisor Fund and The Business Valued Advisor Fund, Baker Tilly’s community development entities, which have won more than $300 million of NMTC allocation
  • Prior to joining Baker Tilly, Mr. Fitzpatrick worked for nine years in middle market commercial banking as a vice president of commercial lending
  • American Institute of Certified Public Accountants (AICPA)
  • Financial Industry Regulatory Authority (FINRA) – Series 7, 63, 79, 28 and 24 Securities Licenses
  • Three time panelist at the 2014-16 NYC Real Estate Expo speaking on EB-5
  • Panelist at the EB-5 Investors conference speaking on the expanding role of the broker dealer (January 2017)
  • Panelist at the IIUSA EB-5 conference speaking on compliance with US securities laws and the role of broker dealers (October 2016)
  • Panelist at the IIUSA EB-5 conference speaking on diversified capital stacks (October 2014)
  • Regular presenter on EB-5 at Baker Tilly International global, regional and tax conferences (2014-2016)
  • Authored article for IIUSA’s Regional Center Business Journal, “Twinning EB-5 with New Markets Tax Credits to Enhance Transaction Quality and Returns” (June 2014)
  • Presented “EB-5 Program Basics” at Asian American Bar Association of New York’s Growth of the Asian Real Estate Segment and their Purchasing Power in NYC event (October 2013)
  • Presented “New Markets Tax Credit Financing Opportunities in NYC” at 2013 New York City Real Estate Expo (October 2013)
  • Presented “NMTC: How to Partner with a Community Development Entity” at the 2014 Texas Association of Community Development Corporation Annual Community Development Conference (March 2014)
  • Presented “New Markets Tax Credits” at the 2014 Texas Economic Development Council Spring Conference (March 2014)
  • ­Authored article for AREA Development, “Understanding – and Capitalizing on – Opportunity Zones” (Q4 2018)
  • ­Panelist Moderator – The Real Estate Opportunity Zone Meeting (San Francisco April, 2019)
  • ­Panelist – The 5th Annual Real Estate Family Office and Private Wealth Management Forum (Dana Point, CA April 2019)
  • Co-author of EB5 2.0 – The Institutionalization of EB-5 (2018) 

Location

Wisconsin

Education

University of Notre Dame
Bachelor of Business Administration in accounting

J.L. Kellogg Graduate School of Management, Northwestern University
Master of Business Administration in finance and strategic planning