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We have introduced new and creative NMTC ideas and structures for clients with specific needs and situations. These include structuring deals so that related entities to the QLICB can invest in the transaction and earn NMTCs and deals that provide creative solutions for financial structuring and reporting due to clients’ internal limitations.

Our NMTC approach provides the QALICB with full service consultancy, from preparing the Project Profile to help secure allocation all the way through closing the NMTC transaction and providing NMTC compliance services during the 7 year compliance period. We have introduced new and creative NMTC ideas and structures for clients with specific needs and situations. These include structuring deals so that related entities to the QLICB can invest in the transaction and earn NMTCs and deals that provide creative solutions for financial structuring and reporting due to clients’ internal limitations.

Our NMTC services include:

  • Determining eligibility of clients’ proposed investments for NMTC allocations
  • Conducting financial benefit analyses of NMTC financing for our clients’ proposed projects
  • Identifying and securing NMTC allocations for clients seeking financing for proposed investments in LICs, including negotiating terms of the allocations with participating (CDEs)
  • Identifying and securing third party equity investments into clients’ proposed projects in exchange for the tax credits, including negotiating terms and pricing with the third party investors
  • Advising clients on recommended NMTC structures for proposed projects and negotiating with CDEs and third party investors to establish and implement transaction structures that best benefit our clients’ unique projects
  • Advising clients on establishing and operating QALICBs to support the use of NMTC financing for their projects
  • Advising clients on identifying and structuring leveraged loan financing to support the use of NMTCs for their projects
  • Coordinating the compilation of financial and other information needed from the QLICB to complete the NMTC transaction
  • Producing project sources and uses statements, cash flow projections, and other financial information utilized by accounting firms selected to produce financial projections for transactions
  • Negotiating financing terms of QLICIs with sub-CDEs established specifically for clients’ projects
  • Coordinating transaction conference calls with all parties participating in the NMTC transactions
  • Preparing QALICB Compliance Manuals for our clients that provide detailed instructions for on-going draws on QALICB disbursement accounts and reporting requirements
  • Assisting clients with draws on QALICB disbursement accounts and on-going required reporting for the 7 year compliance period