Insights

Latest transactions and perspectives.

Market commentary, transaction announcements, and thought leadership on capital markets for mission-driven organizations.

Financial reports and market analysis
Market insightsIndustry commentary

Recent thinking on capital markets and strategy.

Market Commentary

Navigating the 2026 Tax-Exempt Bond Market

Rising rates and shifting credit conditions are reshaping the municipal bond landscape. Here is what nonprofit borrowers should watch when planning their next capital raise.

June 2026

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Transaction Spotlight

$230M Multi-Facility Financing Program Closes

A multi-facility financing program supports a senior living provider's growth and capital planning needs across multiple campuses.

May 2026

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Thought Leadership

Why Independent Financial Advisors Matter for Nonprofit Boards

Board members carry significant fiduciary responsibility. An independent advisor provides the objective perspective needed to evaluate financing alternatives without the conflict of a lender's interest.

April 2026

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More transactions and perspectives.

Transaction

Benedictine Health System — Capital Access Engagement

March 2026

Transaction

Kensington Park — Capital Planning and Debt Structure

February 2026

Transaction

Jacksonville School for Autism — Mission-Centered Financing

January 2026

Perspective

The Case for Customized Financing Structures

December 2025

Transaction

Rhodes School — Borrower Advisory and Capital Access

November 2025

Perspective

Preparing Your Board for a Capital Raise

October 2025

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