Tax Credit Consulting

We provide consulting services to help clients participate in New Markets Tax Credit (NMTC) programs designed to drive investment in underserved areas.

Project Finance

Working with community organizations and non-profits, we can help facilitate financing for projects through tax credit programs. Qualified organizations receive a subsidy of 15-20% of project costs in the form of subordinate, interest-only forgivable loans, typically at below-market rates.

Operating Businesses

Non-Profits

Education

Medical

Healthy Foods

Debbie Singer

Principal

Project Finance

Pete Byford

Principal

Program Application

Morris Borenstein

Morris Borenstein

Vice President

Project Finance

Chimeka Gladney

Chimeka Gladney

NMTC Consultant

Project Finance

Program Applications

We help other organizations participate in tax credit programs by navigating the complex application process. With more than 30 years of experience in the industry – and a documented track record of success – we can assist in obtaining and placing credits.

Application Consulting

Strategy & Sourcing Help

Data Collection

Regulatory Reporting

Jonathan Goldstein

Managing Director

Pete Byford

Principal

Program Application

Lauren Kilbourne

Lauren Kilbourne

Vice President

Program Application

Maggie Brennan

Maggie Brennan

Vice President

Program Application

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