Complex Federal, State and Local Incentive Procurement and Innovative Financing Experience

  • Structured and managed to close 8 State Investment Tax Credit (Community Revitalization, Industrial Recovery and Venture Capital) Equity Financing transactions resulting in over $23M in State Tax Credit Equity and funding over $120M in total Project Costs. 
  • Structured and managed to close 18 Federal NMTC Financing transactions that resulted in over $106M in NMTC Tax Credit Equity and funded over $450M in total Project Costs. 
  • Structured and managed to close the $33 million Federal NMTC financing for the Ivy Tech Community College’s Corporate College and Culinary Arts Training Center in Indianapolis that was recently visited by President Obama.
  • Structured and managed to close two of the Top 102 New Market Tax Credit Financing Transactions (Marion – Winterfield & Indianapolis – Hoosier Gasket) selected by the National New Market Tax Credit Coalition from over $30,000,000,000 in transactions closed during the first ten years (2002-2012) of the Federal New Markets financing program.
  • Led in the formation of New Markets Tax Credit Programs for the Indiana Bankers Association and its 180 member banks (2004, $50 Million Statewide Allocation), the City of Fort Wayne (2008, $15 million City Allocation), the Town of French Lick and seventeen (17) participating southern Indiana counties focusing on rural projects (2009, $50 million Southern Indiana Allocation) and the City of Indianapolis (2010, $32 million City Allocation).
  • Structured and managed to close 11 Indiana Federal NMTC Transactions since 2005 resulting in over $66M in Federal NMTC Equity invested in Indiana. 
  • Structured and managed to close Federal NMTC Transactions in Virginia ($65M), Louisiana ($112M) and Kentucky ($42M). 
  • Structured and managed the combination of Indiana CRED Credit, Local TIF Bond and NMTC to fund $5.5 million start-up manufacturing plant in rural Indiana.
  • Structured and managed the combination of local TIF Bond and Federal NMTC to fund a $25 million hotel/indoor waterpark facility in rural Indiana.
  • Obtained over $28 million in ARRA economic development incentives and $53 million in permanent financing for Indiana start-up wind turbine component part manufacturers located in small towns in Indiana.
  • Structured and managed to closing over $500M in Federal Low-Income Housing and Historic Tax Credit financing transactions.
  • Obtained 100% property tax exemption for Section 42 for-profit partnerships. 
  • Structured the first and only $2.4 million Low-Income Housing Tax Credit equity transaction for Section 42 partnership funded with $6 million of Hope VI funds in Indiana.
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