Investor Solutions

We leverage our tax credit program experience and expertise to help others invest for impact.

Our investors and partners have utilized their tax liabilities to create positive, lasting impact for communities and families around the country. Together, we create jobs, expand access to energy, and provide stable housing for underserved populations—generating measurable impact and strong returns.

GET IN TOUCH

$2.6B+

In Small Business Tax Credits

$1.1B+

In Low-Income Housing Tax Credits

$2.5B+

In Energy Tax Credits

New Markets Tax Credits (NMTC) and Rural Jobs Act (RJA)

We have participated in both federal and state-level NMTC and RJA programs since their inception. Working closely with our nationwide network of impact-oriented investors, we have supported small business growth across the country for more than 30 yearswhile offsetting our partners’ tax liabilities and helping diversify portfolios and generate positive financial returns.

Low-Income Housing Tax Credits (LIHTC)

We help our partners deliver tangible change in communities through responsible investments within widely adopted and highly successful federal and state LIHTC programs. Our LIHTC syndication services help investors – including banks, corporations and insurance companies – convert tax liabilities into assets, while addressing the housing crisis across the country.

Energy Tax Credits

We leverage tax credit programs to finance high-impact projects that actively expand access to clean energy innovation. Our tax-advantaged offerings – with syndicated credits through traditional partnerships and newly enacted transfer structures – help investors meet impact goals while realizing competitive returns.

Capital Markets Leadership

Michael Johnson

Managing Director

Talmadge Singer

Managing Director

Anne Johnson

Managing Director

Alex Johnson

Alex Johnson

Principal

Capital Markets

Andy Crain

Andy Crain

Senior Vice President

Capital Markets

Natalie Moretz

Natalie Moretz

Senior Vice President

Capital Markets

Jim Roach

Jim Roach

Senior Vice President

Capital Markets

Stephanie Hiatt

Stephanie Hiatt

Senior Vice President

Capital Markets

Amy Breen Johnson

Amy Breen Johnson

Vice President

Capital Markets

Partner With Us

Interested in partnering to participate in state or federal programs that support positive community impact with our syndication services?

Get in Touch