Page 9 - CAU PRESENTATION

OUR RESULTS: RECENT FINANCINGS

AMOUNT
CLIENT DATE LENDER PROJECT OVERVIEW
($ Millions)
Served as NMTC Consultant for project Sponsor to secure $10 million in NMTC allocation to
AG Gaston Boys & Girls Club 2018 $10.0 million PNC, Regions Bank, Hope Enterprise Corporation (NMTC allocatee)
develop and operate a new facility at the Birmingham CrossPlex in Birmingham, AL.
Served as NMTC Consultant for project Sponsor, minority business owner, on $17 million project
Novus Advanced Manufacturing 2018 $16.5 million Stonehenge Capital (NMTC allocatee), US Bank
funding for the expansion of its current operations in St. Joseph, TN
BWC served as NMTC Consultant for project Sponsor in securing $18 million in NMTC allocation
Cathedral High School, Los Angeles, CA 2018 $18.0 million Citibank, Los Angeles Development Fund (NMTC allocatee)
for a new state-of-the-art 21st Century Performing Arts Center.
Empowerment Reinvestment Fund (NMTC allocatee), Stonehenge Award winning project in which BWC served as both equity partner and NMTC Consultant for
CrossPlex Village (Phase I), Birmingham, 2017 $21.5 million Capital (NMTC allocatee), Enhanced Community Development project Sponsor in securing $21 million for a mixed-use development that includes a 101-room
AL
(NMTC allocatee), US Bank Comfort Inn & Suites hotel, a Starbucks Commercial Center, and a collection of four eateries.
Greenline Community Ventures (NMTC allocatee), Wells Fargo,
City of Rocky Mount, NC 2017 $22.0 million City of Rocky Mount, Community Affordable Housing Equity Construction of a 154,000 SF multi-purpose hybrid Events Center in downtown Rocky Mount that
includes a 4,500 SF health & wellness clinic that provides preventative health services.
Corporation (CAHEC)
The University leveraged $5.5 million of its own funds. PNC Bank Advised the University on a $9.5 million project to expand an existing campus facility and create a
Claflin University (Orangeburg, SC) 2017 $9.5 million
served as the investor and CHHS full- service Health and Wellness Center Complex.
Claflin University (Orangeburg, SC) 2016 $3 million USDA Rural Development Community Facility Advised the College through USDA Community Facility (CF) loan program for $3 million water
infrastructure.
Advised College through $19 million in HBCU Capital Loan for new 214-bed housing and
Texas College (Tyler, TX) 2014 $19 million HBCU Capital Loan Program subsequently worked to expand and connect the dining facility to the Student Activity Center (SAC)
and augment every building on campus
Greenline Community Ventures (NMTC allocatee), Wells Fargo, Served as NMTC and HTC Consultant for Texas College to secure a $7 million NMTC financing.
Texas College (Tyler, TX) 2018 $7 million City of Rocky Mount, Community Affordable Housing Equity Project financing included the use of approximately $4 million dollars in State Historic Tax Credits
Corporation (CAHEC) to repair and enhance an existing facility.
Greenline Community Ventures (NMTC allocatee), Wells Fargo, Advised Edgecombe Community College on $11.3 million financing through NMTC equity and
Edgecombe County, NC 2014 $11.3 million City of Rocky Mount, Community Affordable Housing Equity state grant funding (Golden Leaf Grant) to develop a 44,978 SF Biotech and Medical Simulation
Corporation (CAHEC) Center.
Regions Bank tax-exempt and taxable bonds; Stonehenge Capital
Miles College (Fairfield, AL) 2010 - 2012 $30 million Advised the College on securing financing for the new construction of three facilities
Development (SCD) and US Bank
Served as the University's economic development advisor to bring a new business, graduate
High Point University (High Point, NC) 2016 $10 million Stonehenge Capital (NMTC allocatee), Wells Fargo
education for Physical Therapy and Physicians Assistant to the town and University.
Stonehenge Capital Development (SCD), AMCREF State NMTC and As the economic development consultant raised the gap funding to purchase the equipment to
University of Pikeville (Pikeville, KY) 2017 $8.5 million
US Bank complete the Optometry's School of medicine and it's five clinics.
The Wright Center for Graduate Education 2019 $9.5 million Primary Care Development Corp (PCDC) (NMTC allocatee), Wells Served as NMTC Financial Advisor to secure debt and equity to complete the development of a new
(Scranton, PA) Fargo clinic and administrative offices.
Served as the University's Financial Advisor (FA) to refinance $17.5 million in a predatory loan the
encumbered the entire campus and secure $12 million in new capital to construct a 200-bed co-ed
Claflin University (Orangeburg, SC) 2013 $29.5 million HBCU Capital Loan Program
residence hall with 21st century amenities like a wellness center and kitchen as well as new health
clinic and other improvements.
TOTAL $225 Million
3/26/2020 Private and Confidential 9