Founded in 2009, Capital Peak Partners, LLC was formed by Craig Dale with the goal of providing comprehensive New Markets Tax Credits (“NMTC”) advisory services to allocatees, borrowers, tax credit investors and lenders. CPP serves the needs of public and private sector clients providing services for NMTC utilization including:
- Allocation arrangement
- Deal structuring and documentation
- Sourcing capital
- QLICI loan documentation
- Negotiating servicing arrangements
- Compliance reporting
- CDFI application services
- NMTC special servicing advisory
CPP utilizes its extensive knowledge and industry resources to provide these services to clients. The Principal of CPP has been active and influential in the NMTC program since 2003 and was previously with Capmark Finance Inc. The Principal has over 20 years of commercial finance and structured products experience. Over the past several years, the Principal of CPP has structured in excess of $2 billion in New Markets Tax Credits transactions on behalf of allocatees and/or borrowers which have resulted in loans providing critically needed investments to targeted low income communities throughout the nation.
CPP has the capability of bringing together allocatees, borrowers and tax credit investors to facilitate a win-win for its clients and the community.