• Modeling and business plans (critical to any financing; requisite for new markets tax credit deals)
• Competitive processing - such as conducting Request for Proposals (RFPs) or competitive bidding
• Coordinating financing team work flow
• Introducing as necessary, appropriate and qualified financing team members or alternative products
• Filing and responding to Qualified Allocation Plans (QAP's), bond applications, Notification of Funding Allocations (NOFAs) and RFP's 
• Site visits and location assessment
• Owner representation
• Defeasance consulting
• Investment of bond proceeds (structuring, processing, bidding and/or negotiating)
• Stop/proceed and comparative alternative analysis

Without having met you we certainly can't tailor this list to capture your specific financial service needs. However, we are highly trained experts in finance and through real life experience, also provide from a financial advisor's perspective, a very capable understanding of accounting, investing, structuring and negotiation. We encourage you to call us. We like to listen and then respond. 

  You may also be interested in our: 

• Equity Related Services
• Debt & Bond Related Services

Engaged with another consultant to tag team potential (re)purposing and development financing alternatives for four contiguous buildings located in downtown Cleveland, OH. Study considered use of vacant buildings as currently configured office buildings/first level retail and or configured with housing components included. Historic tax credits, tax abatement, and other "soft money" sources were considered. With respect to housing the study further evaluated use of low income housing tax credits and configuration with market rate rental and/or condo conversion capabilities. Parking and like development issues were identified and evaluated.

Consulted a nationally recognized mutual fund company regarding the workout of three financially distressed multifamily housing mortgage financing transactions. Located in Indianapolis, IN, Fort Wayne, IN, and Euclid, OH, each property was financed with unrated, unenhanced, tax-exempt bonds. One transaction involved 501(c)3 financing while the other 2 utilized 4% LIHTCs. The properties represented a total of 610 units, $26,400,000 in total bond indebtedness and over $7,000,000 in tax credit equity. Workouts involved negotiation with stakeholders, including limited partners and municipalities. The engagement included multiple scenario analysis, including redevelopment, alternative use, the sale of the client's investment position, deed in lieu, and foreclosure for real estate disposition. Duties included negotiating with the purchasers which - in one case, purchased the securities - in another case, the real estate, and in the third, the property's sale via a County held foreclosure auction.