Indicative Engagements

Indicative Engagements

  • Identifying and monetizing state and federal tax credits, grants, and other incentives, including but not limited to:
    • New Markets Tax Credits (state and federal)
    • Historic Tax Credits (state and federal)
    • Research and Development Tax Credits (state and federal)
    • Clean Energy Tax Credits and Incentives (state and federal)
  • Selected as the sole advisor to the state of Pennsylvania on structuring and monetizing $100 million
    of state tax credits
  • Advising multiple investment firms on utilizing and monetizing tax credits as a source of capital in successful
    fund formation
  • Originating insurance company tax credit-based investments in certified capital company programs
  • Educating community banks on the New Market Tax Credit program and bringing them to the market as a new source for leverage-lending and buying tax credits