Transaction
Insights
Latest transactions and perspectives.
Market commentary, transaction announcements, and thought leadership on capital markets for mission-driven organizations.
Featured
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
Read moreTransaction 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
Read moreThought 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
Read moreArchive
More transactions and perspectives.
Transaction
Kensington Park — Capital Planning and Debt Structure
February 2026Transaction
Jacksonville School for Autism — Mission-Centered Financing
January 2026Perspective
The Case for Customized Financing Structures
December 2025Transaction
Rhodes School — Borrower Advisory and Capital Access
November 2025Perspective
Preparing Your Board for a Capital Raise
October 2025Stay informed on capital markets.
Subscribe to receive market commentary, transaction announcements, and insights from our advisory team.