In October 2019, Riverside Capital was integrated into Berkadia’s robust Affordable Housing platform, advancing our mission to meet the critical need for additional affordable housing units across the country. With the addition of our tax credit syndication and advisory services, Berkadia’s Affordable Housing team’s expanded capabilities allow clients access to seamless solutions for all of their affordable housing capital needs.

Riverside Capital, LLC is a privately held full-service tax credit syndicator with a national footprint, whose mission is to provide investment capital and asset management services for high quality affordable housing developments. Riverside is a joint venture between The Michaels Organization and Berkadia and has been raising and placing tax equity on developments across the country for 20 years. In just the past 2 years, Riverside has raised and placed more than $300 MM in tax credit equity.

The Alliant Company is a privately owned, fully integrated national finance and investment firm with offices throughout the United States. The company is comprised of three independent companies with assets under management in excess of $11.5 billion. The Alliant Company offers a comprehensive range of products and services including tax credit syndication for the development and financing of affordable housing and distributed solar energy systems, multifamily development, management and real estate ownership.The firm partners with affordable housing developers and owners to structure financing solutions, primarily focused on tax credit equity via syndicated investors.I am personally responsible for LIHTC acquisitions in the western region.

Responsible for expanding and managing both investor and developer relationships in the Western States for the New York and California based tax credit syndicator. First Sterling covers a broad spectrum of real estate investment capabilities and asset management services. A nationally recognized leader in affordable housing, First Sterling works with its valued partners on a full range of 9% and 4% transactions. Projects include various local, state and federal housing initiatives, ranging from award-winning tax credit transactions to HUD pilot and various demonstration programs. Rated one of the best in the industry by third-party advisory firms, our expertise in the acquisitions, operations and asset management of affordable housing is best evidenced by our exemplary track record which spans 35 consecutive years and 700+ properties in 45 states, Washington, D.C. and Puerto Rico.

• Responsible for strengthening and expanding relationships with existing corporate fund investors.• Identify and secure new investors via networking and active prospecting through industry events and involvement in trade organizations.• Work closely with Fund Management to insure timely preparation and distribution of investor reports and relevant performance updates.• Coordinate the preparation of new fund marketing materials to support syndication efforts.• Conduct annual Portfolio Review meetings with existing investors to provide in person updates on current funds held with WNC.• Coordinate all aspects of annual investor symposium.

• Responsible for securing investments via private placements from accredited investors through their independent financial advisors for our affordable housing tax credit funds.• Provide ongoing support services to advisors, key account managers and marketing personnel via conference calls, training webinars and client consultations.• Proven effective in person to person consultations with advisors and their high net worth clients, as well as presentations to larger audiences at local and regional conferences.

WNC Capital Corporation, a wholly owned subsidiary of WNC & Associates, Inc., offers tax credit investments to accredited investors and corporations through a national network of financial advisors. WNC Capital Corporation is a member firm with the Financial Industry Regulatory Authority, Inc. (FINRA) and is registered as a broker dealer with the Securities and Exchange Commission (SEC).

• Manage the firm’s brokerage clients and clearing firm relationships, including all client contact, account documentation, securities transactions and trading issues.• Instrumental in managing the growth of the firm’s brokerage client base by over 300% during the last 24 months.• Perform initial review and analysis of deal flow in the form of business plans, private placement memorandums and/or executive summaries delivered by issuers, bankers or other service providers for potential clients.• Generate deal flow via a growing network of investment bankers, brokers, securities attorneys and auditors focused on retaining investment banking engagements.• Arrange and participate in road shows, conference calls, meetings and presentations between clients and interested investor groups in the U.S. and Europe.

• Contact owners of small cap public and select private companies to introduce our investment banking services - merger & acquisition advisory and corporate finance.• Perform industry research to assist in determining marketability and valuations for clients.• Prepare marketing information to be distributed to potential investors or acquirers.• Identify and contact prospective buyers and/or private equity and venture capital investors for clients seeking a sale of their business or attempting to raise capital.

• Contact owners of select private companies with revenues ranging from 10 to 100 million dollars. These companies represented a diverse industry background, including technology, manufacturing, distribution, and business services.• Gather financial history and other corporate information from prospective sellers to perform a preliminary analysis of the company’s financials in effort to qualify the candidate based on the client’s acquisition criteria.• Consistently ranked as a top producer for generating qualified deal flow, generating 10 – 20 qualified leads per month.