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, produce green energy, and provide stable housing to underserved populations while generating measurable results and positive returns.

GET IN TOUCH

$2.6B+

In Small Business Tax Credits

$1.1B+

In Low-Income Housing Tax Credits

$1.8B+

In Renewable 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.

Renewable 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

Ryan Michael Brennan

Managing Director

Talmadge Singer

Managing Director

Lynn Ambrosy

Managing Director

Anne Johnson

Principal

Capital Markets

Keith Pettus

Principal

Capital Markets

Natalie Moretz

Natalie Moretz

Senior Vice President

Capital Markets

Jim Roach

Jim Roach

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?

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