Managing Partner
Jane Mitchell
Over two decades of capital markets experience, specializing in complex financing structures for mission-driven organizations.
Background
Strategic leadership built across market cycles.
Jane Mitchell founded the firm with a clear vision: provide independent, objective capital advisory services to mission-driven organizations that are underserved by traditional financial intermediaries.
With a career spanning more than two decades, Jane has advised on transactions totaling over $5 billion across the senior housing, education, and healthcare sectors. Her approach combines rigorous financial analysis with a deep understanding of the governance and mission considerations that shape capital decisions at nonprofit institutions.
Prior to founding the firm, Jane held senior positions at leading investment banks and advisory firms, where she developed expertise in tax-exempt bond financing, structured credit, and strategic capital planning. She holds an MBA from a top-tier business school and is a frequent speaker at industry conferences on nonprofit capital markets.
Expertise
Areas of focus.
Tax-Exempt Bond Financing
Extensive experience structuring and placing tax-exempt debt for nonprofit borrowers across multiple sectors.
Strategic Capital Planning
Helping boards and leadership teams align capital structures with long-term institutional strategy and mission.
Complex Transaction Leadership
Managing multi-party financing transactions that require coordination across lenders, rating agencies, and legal counsel.
Work with Jane and the team.
Whether you are planning a new development, restructuring existing debt, or exploring strategic options, our team is ready to help.