Strategic Financing Services

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), 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. We help bridge the knowledge gap, serving as a guide, and close the financing gap bringing much needed revitalization, services, resources, and jobs into underserved communities.

How Cherry Bekaert Helps with Strategic Financing Solutions

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

We are an organization that helps nonprofit and for-profit organizations access New Markets Tax Credit capital. We provide application writing services, Community Development Entity (CDE) consulting and strategic planning, community impact planning and tracking, and reporting. We help real estate and operating businesses secure New Markets Tax Credits, Historical Tax Credits and other sources of capital – securing New Markets Tax Credit allocations and other capital sources and guidance through the financial closing process. Our management services team provides a comprehensive suite of services including governance, deployment, compliance, fund management, asset management, bookkeeping, servicing and other reporting.

We are proud to say we’ve 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 has been developed or rehabbed.

From finding lenders to writing applications for New Markets Tax Credits 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.

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.

Learn more about our specific strategic financing capabilities:

• Community Development
• Project Financing
• Management Services
• New Markets Tax Credits
• The Innovate Fund

Contact Our Strategic Financing Team