Insights

Watch our webinar and learn strategic tax planning for 2026: maximize tax credits and incentives, manage SALT risk, and properly utilize NMTC financing.

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.

See how strategic financing and capital campaigns are helping Meals on Wheels Greenville expand services, food access, and support aging adults.

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.

Discover how our Strategic Financing Services team empowered communities through jobs, growth and opportunities in our 2025 year-in-review video.

See how Cherry Bekaert's SFS team secured allocation to help the Food Bank of Central & Eastern North Carolina's Wilmington branch add capacity.

Learn NMTC application writing best practices, from CDE readiness and CDFI Fund guidance to NOAA timing and pipeline development.

Explore Opportunity Zones, LIHTC, and historic credits with NMTCs to finance projects, strengthen communities, and advance equitable development.

Norton Healthcare invested $90M in a new hospital in Louisville's West End, bringing lifesaving emergency care and medical services to the community.