January 4, 2024

Advantage Capital, a leading impact investment firm, announced today the expansion of its Partner Services business line, which provides consulting services to clients seeking to participate in New Market Tax Credit (NMTC) programs designed to drive investment in underserved areas, with the addition of industry veteran Lisa Gibson.

“We are excited to welcome Lisa to the team,” said Jonathan Goldstein, Managing Director, Advantage Capital. “With impressive and extensive experience, Lisa will be integral in accelerating our ability to help qualified clients execute on their impact investing ambitions.”

Gibson will focus on compliance and asset management of NMTC loan funds and standalone transactions within the firm’s Partner Services portfolio. Prior to joining Advantage Capital, Gibson began her career as a tax accountant for KPMG. Most recently, she served as Director of Compliance and Asset Management for Cherry Bekaert (formerly Tax Advantage Group) where she managed a $680 million portfolio of NMTC transactions.

“I am thrilled to join the talented team at Advantage Capital,” said Gibson. “The firm has a meaningful mission, and I am eager to apply my expertise to expand the positive economic impact associated with the work.”

Gibson holds a Bachelor of Science degree in Accounting from Louisiana State University.

About Advantage Capital

Advantage Capital provides financing to established and emerging companies located in communities underserved by conventional sources of capital. Since 1992, the firm has invested more than $4.1 billion in companies from a diverse array of industry sectors and has helped support more than 67,000 jobs. Learn more at advantagecap.com, or via X (Twitter) or LinkedIn.  

Contacts

Advantage Capital

Jeff Grass, Vice President, Communications

jgrass@advantagecap.com

Advantage Capital is an Investment Adviser registered with the U.S. Securities & Exchange Commission.  Such registration, however, does not imply a certain level of skill or training.  This release has been prepared for informational purposes and to announce a prior event, and nothing herein should be construed as an offer of investment advisory services or as an offer to sell or a solicitation of an offer to purchase any securities or investment product.  All offers of investment interests in any fund or investment vehicle managed directly or indirectly by Advantage Capital are and will be made only to qualified prospective investors pursuant to separate and definitive offering and subscription documents in accordance with applicable federal and state securities laws.  Advantage Capital is an equal opportunity provider.