Nate Voss

Nate Voss

Senior Managing Director

+1 (608) 240 2446

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Nate Voss is a principal with Baker Tilly and senior managing director with Baker Tilly Capital, LLC, the private investment banking subsidiary or Baker Tilly. He 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.

FINRA Broker Check

  • 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
  • Financial Industry Regulatory Authority (FINRA) Series 7 and 63 qualifications