Representative Assignments


Mergers and Acquisitions, Loan Workouts, Corporate Restructuring

Advisor to non-profit developer in merger and consolidation of property management operations and transition of ownership of a forty-three property affordable housing portfolio, as well as loan workouts and corporate restructuring in connection with the transaction. Entity balance sheet >$250 million


CFO on Call

Dana Moore has acted as interim Chief Financial Officer for a number of clients including a Community Development Financial Institution (CDFI) and a non-profit affordable housing developer. Responsibilities included capital management, board reporting, capital procurement and facility negotiation, budgeting and financial strategy.


Asset management

Due diligence review, creation of comprehensive Deal Books, portfolio reviews, property and transaction analysis, asset management plans, property dispositions, loan refinances, Year 15 strategies, New Market Tax Credit unwinds and other transactions encompassing affordable housing projects with asset values in excess of $1 billion.


Contract Underwriting

Pre-development, construction loans, permanent loans and entity lines of credit on behalf of CDFIs and philanthropic organizations. Loans underwritten total in excess of $100 million in the aggregate.