Business Details
23 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Founded in 2003, we are a team of creative problem solvers with deep, practical experience in the public and private sectors. We help our clients create more equitable, inclusive, and resilient communities by bringing our expertise in financial structuring to bear on difficult problems. We work with clients to provide strategic, actionable advice, manage impact-oriented investment funds, and structure and advise on affordable housing transactions.With more than $5 billion in transactions closed and $430 million in assets under management, we maintain long-term relationships with a diverse set of clients across government, non-profit, philanthropic, private, corporate, and financial institution sectors.
Services
Affordable Housing Finance
Asset Management
Financial Advisory
Impact Investment Funds
Strategic Consulting
Details
- Year established: 2003
Highlights and features
- We have 20 years of experience in affordable housing finance
- We have closed over $5 billion in transactions
- We provide strategic financial structuring expertise
- We maintain long-term relationships with diverse clients
- Our team combines public and private sector expertise
Associations and certifications
- Registered Investment Advisor
Services
Affordable Housing Finance
We assist developers in all stages of planning and financing affordable housing projects. Our expertise covers acquisition, rehabilitation, construction, and preservation of affordable housing units nationwide. We specialize in navigating complex financing structures for both for-profit and non-profit organizations.
Asset Management
As a Registered Investment Advisor with $430 million in assets under management, we serve as Fund Manager for multiple impact investment funds. Our services include managing impact-oriented investment portfolios and providing strategic financial guidance to maximize social and financial returns.
Financial Advisory
We provide in-depth financial advisory services to public agencies and mission-driven organizations. Our services include developing financial strategies, structuring complex transactions, and offering expert guidance on affordable housing and community development projects across various sectors.
People
Charles S. Laven
Chairman / CEO
20-year leader in affordable housing finance with deep expertise in public-private partnerships. Drives strategic vision for the firm's advisory and investment management services.
Peter Beck
Managing Director, Affordable Housing
Specializes in affordable housing transactions with extensive experience in tax credit financing and regulatory compliance. Leads housing finance initiatives in New York City and beyond.
Aileen Gribbin
President, Affordable Housing
20-year veteran in affordable housing finance with expertise in transaction structuring and policy development. Oversees housing finance operations and client relationships nationwide.
Daniela Greville
Managing Director, California Local Lead
California-based expert in affordable housing finance with focus on West Coast market dynamics. Manages regional housing finance initiatives and client relationships in California.
Chuck Brass
Senior Advisor, Affordable Housing
Seasoned affordable housing consultant with decades of experience in policy development and transaction advisory. Provides strategic guidance on complex housing finance matters.
Questions
What types of organizations do you work with?
We work with public agencies, non-profits, philanthropies, social enterprises, and financial institutions seeking affordable housing and community development solutions.
In which geographic areas do you operate?
While based in New York City, we operate nationwide with a specific California office in San Francisco to serve West Coast clients.
What financial services do you specialize in?
We specialize in affordable housing finance, impact investment fund management, and strategic financial advisory services for mission-driven organizations.
How do you approach affordable housing transactions?
We provide comprehensive guidance through all stages of housing finance transactions, including acquisition, rehabilitation, construction, and preservation of affordable housing units.
What is your experience with impact investing?
As a Registered Investment Advisor with $430 million in assets under management, we manage multiple impact investment funds focused on community development.
