Non Profits & Governments

People working in the non-profit and public sector face specific challenges. They must juggle the needs of donors, tax-payers and constituents with the constraints imposed by their operating environment. If you are tasked with juggling these tremendous responsibilities, you may find yourself asking:

  • Will my revenues meet my spending needs over time?
  • Should I refinance my outstanding debt?
  • Are my cash and investments earning what they can?
  • Do I have proper policies in place to be a good steward of public funds?

For the past 40+ years, we have worked closely with state governments, municipalities, nonprofits and educational institutions. We focus on practicing good stewardship, conducting long-term planning and fulfilling fiduciary responsibilities. We first seek to arm ourselves with the facts to help develop a baseline plan before addressing other specific needs and challenges. Put our significant experience helping non-profits and governments to work for you.

Practice Areas

Our firm was founded to help public sector and tax-exempt entities, and we remain very active serving these clients. We are experienced in both planning for the future, raising capital as well as implementing investment programs. Our project finance expertise helps in all areas of public finance but particularly in public private partnerships and infrastructure projects. Our scope of services ranges from investing treasury and endowed funds to assisting with raising capital.

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