Tax Credits
Since 1987, Beacon Hill Capital has specialized in institutional tax credit investments, and has helped clients invest in excess of $10 Billion in the affordable housing tax credit industry.
STCI is an independently owned firm whose two key principals have over 30 years of combined experience working with syndicators on strategic positioning, raising investor equity and product development.
Secondary Transactions and Private Equity
Compass Securities has a partnership with Palladium Capital Group, a boutique brokerage, investment banking and private transaction firm. Palladium Capital Group (formerly known as Palladium Capital Advisors) has been providing premier investment banking services to emerging growth companies since 2005.
Mutual Funds
Havener Capital Partners is a leading third party marketing firm with unique expertise in the wealth management/RIA channel. Havener provides a full range of sales and marketing services and specializes in representing breakaway managers, new funds and undiscovered firms.
Mergers and Acquisitions
Sondhelm Partners specializes in helping investment managers build their brand, attract investors, and strengthen their distribution. They partner with clients to develop strategies for their sales and marketing to ensure they’re capturing all the opportunities available to them.
