The professionals of the firm have extensive experience over many industries that include national markets and specialized industries. They are a capital advisory group who has been active in delivering credit and quasi equity products (subordinated debt) to a diverse line of borrowers which includes identifying opportunities for clients in low to moderate income census tracts that benefit from governmental tax credit financing. In addition to working on the sales side, our team has worked on the risk management side in a leadership capacity and fully understands the up side parameters of the senior credit providers.

More importantly they have acted as trusted advisors. Prior to recommending any product to the principals they are actively engaged to fully understand the need and the goal of management. At that point, they make a recommendation or in certain cases they advise against a certain product with an explanation along with providing a viable alternative.