| • Pipeline Development |
Identify strategies for developing a strong pipeline of NMTC-viable projects |
| • Project Feasibility |
Review current financial model and identify potential project hurdles |
| • Sustainability Recommendations |
Assess environmental components, assist with incorporating sustainable development and operational procedures |
| • Project Financing |
Develop a strategic positioning and project marketing plan for tax credit investors and/or prospective debt providers |
| • Upfront Risk Mitigation |
Address structural risks that would impede a NMTC transaction closing or hinder ongoing compliance |
| • Allocatee/Investor Sourcing |
Secure NMTC allocatees, investors, and leveraged funding as
well as negotiate related terms and conditions |
| • Project Closing |
Represent the project developer/sponsor or Allocatee in the coordination and closing process |
| • Impact Reporting |
Assess and report on the quantitative and qualitative project
characteristics across economic, fiscal, social and community,
and environmental categories. |