Step 1
Explore and consult
We starts by understanding your institution, priorities and decision context before recommending financing alternatives.
Services
Capital projects brought into focus.
We helps institutions access customized financing solutions and manage the complexities of the debt markets with objective financial advisory support.
2 core servicesFinancing and advisory
What We Do
Specialized support for nonprofit borrowers and fiduciary boards.
We can help bring your institution's capital projects into focus with access to customized financing solutions.
We also provide financial advisory services, specializing in helping senior living, education and nonprofit hospital borrowers manage the complexities of the debt markets and helping their board members fulfill their fiduciary duties.
Our Approach
A systematic process for understanding needs and tailoring the right financing strategy.
Our work begins with institutional priorities, moves through analysis and execution, then continues after closing as the borrower carries out the operating plan.
Step 2
Examine existing conditions
The team reviews current debt structure and develops a plan around short- and long-term capital goals.
Step 3
Discuss and advise
Financing paths are compared collaboratively, with clear pros and cons instead of off-the-shelf product recommendations.
Step 4
Execute
Once a plan is selected, We helps implement it effectively and efficiently across the financing team.
Step 5
Communicate and educate
Management, board members and stakeholders stay informed through open dialogue and practical progress updates.
Step 6
Monitor and hold accountable
We coordinates vendors and holds every party, including itself, to high standards for the intended financing structure.
Step 7
After the sale
Support continues as borrowers execute the operating plan and manage rating agencies, banks or creditors.
Customized Financing
A financing plan built around your objectives, not a lender's template.
Given the importance and complexity of securing the right financial solutions, you need a partner who can consider your interests as you navigate the debt capital markets and evaluate the agendas and products of bond underwriters and banks.
We can develop a customized financing plan for your institution, providing creative ideas for special financing structures that help you achieve your objectives, often at a lower overall cost and with less restrictive terms than those available from banks and other debt-market participants.
We are more than a member of your financing team. We are your partner, invested in your long-term success and fully committed to your mission.
Benefits of customized financing
- Preserve and facilitate your organization's mission through custom-tailored, commonsense covenants and creative bond structures.
- Just-in-time delivery of funding can generate large savings for new borrowing.
- Enhanced ability to prepay bonds can help reduce your institution's debt position.
- Maintain the opportunity to identify and take advantage of attractive capital market conditions.
- Potentially realize significantly lower interest costs and increased financial flexibility.
Financial Advisory
Objective guidance for capital needs, pricing, structure and risk.
The vast majority of large nonprofit or government borrowers, from universities and health systems to local governments, states and even countries, rely on financial advisors to help them manage capital needs and obtain more attractive terms.
Shouldn't senior housing communities and other smaller nonprofit borrowers take equal advantage of the benefits a municipal financial advisor can provide?
01
Increased efficiency
Small details can cost you big money. By focusing on those details, We helps minimize the costs of your financing.
02
Innovation
We looks for new ways to make it possible for you to pursue your project with less debt.
03
Fiduciary confidence
We helps your board determine whether financing is appropriately priced and structured.
04
Customized solutions
Through close collaboration, financing is tailored to your needs, not those of your lenders.
05
Risk management
We keeps you and your board informed about the risks of each financing option.
06
Support for your mission
The financing option you select must uphold your organization's mission into perpetuity.
Ready to discuss your capital needs?
Whether you are planning a new development, restructuring existing debt or exploring strategic options, We can help evaluate the path forward.