PHILOSOPHY
As a Limited Partner and Placement Agent focused on community and economic development opportunities throughout the United States, we invest in and raise capital for affordable housing funds, RBICs (licensed funds participating in the USDA’s Rural Business Investment Program), SBICs (licensed funds participating in the SBA’s Small Business Investment Company Program) and other private funds. We invest when we believe in the team and strategy. We seek to amplify the profile of our clients and provide access to institutional investors including banks, endowments, family offices, foundations, insurance companies and other prospective investors.
ALIGNMENT
ALIGNMENT
We require alignment of interests amongst stakeholders. We invest in the offerings that we bring to market. We seek opportunities where objectives and resources are aligned and working together toward common goals.
INTEGRITY
INTEGRITY
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We expect the highest level of integrity for ourselves and our partners. We do what is right and operate with honor. We require dependable and trustworthy partners.
WISDOM
WISDOM
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We share our knowledge and experience from lessons learned during our time dedicated to community and economic development. We know what Limited Partners desire because we are experienced investors as Limited Partners.
SERVICES
We leverage our network to find, assess and invest with institutional quality fund managers who align with our interests and values.
LIMITED PARTNER
LIMITED PARTNER
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We commit capital as a Limited Partner to funds. We prefer funds targeting < $500 million with a focus on investments in the United States.
PLACEMENT AGENT
PLACEMENT AGENT​
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We raise capital for funds through private placements. We aim to amplify the profile of our clients throughout our network.
INVESTOR RELATIONS
INVESTOR RELATIONS
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We work with fund managers to continue to build relationships and communicate effectively with the institutional investor community.
