Our New Markets Tax Credit (NMTC) professionals work closely with owners, developers, community leaders, lenders, investors, and Community Development Entities (CDEs) to optimize a project’s approach to capital while ensuring compliance, mitigating risk, and maintaining transparency for key stakeholders.
We work with new and experienced NMTC borrowers to determine project eligibility, solicit interest from CDEs, structure and assist in closing the transaction, perform post-closing servicing and monitor compliance, and provide ongoing advisory services for future planning.
CDEs can rely on our experienced team to succeed in the highly rigorous and competitive application process, select the right projects to invest in, and meet ongoing compliance requirements with well-built procedures and operational efficiencies.
Identified opportunities for more than 290 clients
Projected value of closed transactions in excess of $8 billion
Worked with more than 90 CDEs on successfully structuring and closing transactions totally in excess of $5 billion of allocation nationwide
$5 million to $30 million typically awarded per project