Recent Insights
Case Study
April 27, 2026
Learn how Fare Foods is expanding its Illinois food distribution facility to support fair, festival, and event food logistics nationwide.
Webinar Recording
February 27, 2026
Watch our webinar and learn strategic tax planning for 2026: maximize tax credits and incentives, manage SALT risk, and properly utilize NMTC financing.
Report
February 25, 2026
Private equity rebounded in 2025 with over 9,000 transactions totaling $1.2 trillion in value. Explore market trends, industry insights and 2026 forecast in our report.
Case Study
February 11, 2026
See how strategic financing and capital campaigns are helping Meals on Wheels Greenville expand services, food access, and support aging adults.
Article
January 6, 2026
Explore our guide for late-stage startups to find the right exit strategy for your business. Uncover preparation tips and mistakes to avoid for a seamless exit.
Video
December 19, 2025
Discover how our Strategic Financing Services team empowered communities through jobs, growth and opportunities in our 2025 year-in-review video.
26:26
Speakers: Jason Callaham, Joseph Hennessee
Understand targeted populations in NMTC deals and learn how nonprofits, businesses, and investors can leverage tax credits for community projects.
Case Study
December 9, 2025
See how Cherry Bekaert's SFS team secured allocation to help the Food Bank of Central & Eastern North Carolina's Wilmington branch add capacity.
Webinar Recording
September 30, 2025
Learn NMTC application writing best practices, from CDE readiness and CDFI Fund guidance to NOAA timing and pipeline development.
Webinar Recording
September 4, 2025
Explore Opportunity Zones, LIHTC, and historic credits with NMTCs to finance projects, strengthen communities, and advance equitable development.