Strategic Financing Services

Our professionals provide Strategic Financing Services to borrowers, CDEs, CDFIs, lenders and investors to simplify complicated tax credit and incentive financing processes.

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How Can We Help You Access Capital to Support the Revitalization of Local Communities?

Cherry Bekaert’s Strategic Financing Services team specializes in New Markets Tax Credits (NMTCs), Historic Tax Credits (HTCs) and numerous other local, state and federal credits and incentives.

We help our partners raise, deploy and manage capital in low-income communities across the country from rural non-metro census tracts to urban core historically disinvested neighborhoods. We work with borrowers, Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), lenders and investors to understand and simplify complicated tax credit and incentive financing structures; locate and secure the resources needed; and successfully navigate through the process to a financial closing. Serving as a guide, we help bridge the knowledge gap and financing gap, bringing much-needed revitalization, services, resources, and jobs into underserved low-income communities.

Contact Our Strategic Financing Team

We have been involved with New Markets Tax Credits from day one, and related types of financing programs for decades. Our team is ready to help you navigate this landscape from start to finish.

How Cherry Bekaert Helps With Strategic Financing Solutions

We help organizations through Community Development Consulting, Application Writing, Project Financing, Management Services and direct financing through our affiliated entity, The Innovate Fund.

We are an organization that helps not-for-profit and for-profit organizations access NMTC capital. We provide application writing services, CDE consulting and strategic planning, community impact planning and tracking, and reporting. We help real estate and operating businesses secure NMTCs, Historical Tax Credits and other sources of capital — securing NMTC allocations and other capital sources and guidance through the financial closing process. Our management services team provides a comprehensive suite of services, including policies and procedures, designing scoring systems, best practices for governance (operating board and advisory board management), deployment, compliance, fund management, asset management, bookkeeping, servicing, and other reporting.

We are proud to say we have helped more than 15,000 people gain employment through the program. Additionally, over half a million people have received services, and over nine million square feet of real estate have been developed or rehabbed.

From finding lenders to writing applications for NMTC funding to providing back-office support, we have the processes in place to manage long-term projects from start to finish. We also provide secure and reliable compliance and asset management services through a series of proprietary processes.

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Webinar Recording

Unlock the Basics of New Markets Tax Credit

Dive into the fundamentals of NMTC, exploring the roles of key players and typical transaction structures. Learn to identify the ideal projects for NMTC with insights from diverse industry experts. This webinar is essential preparation for the upcoming courses in our four-part series.

“We work with our community partners, CDEs, investors and government agencies on innovative and transformative projects that bring jobs, services and commercial goods to the communities that need them the most.”
Laurel Tinsley
Managing Director | Strategic Financing Services

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Laurel Tinsley

Strategic Financing Services Advisory Leader

Managing Director, Cherry Bekaert Advisory LLC

Contact Our Strategic Financing Team