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Nate Voss

Senior Managing Director
608 240 2446

Nate Voss, principal with Baker Tilly Virchow Krause, LLP, and senior managing director with Baker Tilly Capital, LLC, the wholly-owned private investment banking subsidiary of Baker Tilly Virchow Krause, LLP, has been with the firm since 2003. Nate provides New Markets Tax Credit (NMTC) consulting services to both community development entity clients and transaction consulting, with a focus on borrowers interested in obtaining NMTC allocation. In addition to NMTC, He has worked on a broad array of financial advisory services, including, mergers and acquisitions, debt and equity financing, and business valuations across numerous industries.

Experience

  • Baker Tilly’s New Markets Tax Credit transaction team has placed more than $3 billion of NMTC allocation and Mr. Voss has personally overseen placement of more than $750 million of NMTC allocation with a focus on borrowers interested in obtaining allocation
  • Experience sourcing, structuring, negotiating, and closing NMTC transactions
  • Provides analysis and due diligence with regard to underwriting of NMTC transactions
  • Prior to joining Baker Tilly, worked for six years in middle market commercial and investment banking providing advisory services to both public and private companies seeking acquisition financing, growth capital, recapitalizations, restructurings, and covenant amendments
  • Graduate of a national bank commercial lending program

Involvement

  • Financial Industry Regulatory Authority (FINRA) ‒ Series 7 and 63 Securities Licenses

Education

University of Wisconsin‒Madison
Bachelor of Business Administration in Finance, Investments & Banking