Jane Mitchell
Managing Partner
With over two decades of experience in capital markets, Jane leads the firm's strategic advisory practice, specializing in complex financing structures for mission-driven organizations.
Read profileAbout Us
Objective advice for decisions that shape decades.
For nonprofit borrowers who access capital markets only infrequently, choosing a financing plan can be daunting. We help boards make confident long-term decisions.
25+ yearsCapital markets perspective
Independent Perspective
Thoughtful financial solutions with your institution's mission at the center.
Board members have significant responsibility to make the right decisions today and avoid saddling future boards with the consequences of poor financial decisions.
We seek to provide your institution with thoughtful, innovative and carefully conceived financial solutions. By offering an objective view, we can help you choose the best financing option for your organization and provide the professional help you need to have confidence in your institution's long-term financial stability.
Many lenders have a financial incentive to commit you to debt products that benefit them. As an independent financial advisor, our incentive is to help you succeed.
Why Choose Us
A practical guide through complex borrowing decisions.
01
Define precise needs
We work closely with you and your board to define your organization's needs before structuring debt.
02
Maximize flexibility
The goal is financing that supports your long-term mission, with terms crafted around your situation.
03
Stay objective
We are independent, focused on helping you make the best choices rather than selling a lender's product.
How We Work
Guidance marked by clarity, service and ethical execution.
Our approach is characterized by
- Close collaboration
- A willingness and ability to innovate
- Professional guidance through a complex process
- Hands-on service
- An unwavering commitment to ethical business practices
- Open, timely and honest communication
Your organization benefits from
- More-efficient access to the tax-exempt debt capital market
- Greater certainty of financing
- Opportunity for substantially lower interest costs over the life of your debt
- Debt terms crafted to your particular situation
Meet the Team
Experienced advisors for long-cycle capital decisions.
Our professionals combine extensive knowledge of the financing process for nonprofit institutions with a commitment to meeting the highest ethical standards.
Robert Chen
Principal
Robert brings deep expertise in tax-exempt and taxable financing solutions, having advised on over $5 billion in transactions across senior living, education, and healthcare sectors.
Read profileSarah Williams
Managing Director
Sarah specializes in mergers, acquisitions, and strategic restructurings for nonprofit institutions, helping boards navigate complex financial decisions with confidence.
Read profilePerspective
Guidance shaped by multiple market cycles.
Individuals in our firm have been through business cycles for more than 25 years, giving us the perspective and knowledge to help you make the right long-term decisions in both good and difficult times.