Corporate Finance of Not-for-Profits
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CORPORATE FINANCE OF NOT-FOR-PROFIT ENTERPRISES

The financial structures of certain not-for-profit enterprises closely parallel those of for-profit firms. Two trends are at work here:

  1. not-for-profit finance is becoming much more complex and sophisticated; and

  2. effective structure and oversight are increasingly being demanded by the not-for-profits’ financial contributors.

 

Monticello Capital is among the few investment banks which - under certain circumstances and for certain clients - will enter these engagements.

Corporate financial advisory services for not-for-profit enterprises are generally undertaken by Monticello Capital at reduced investment banking fees - but not on a pro bono basis.

Each of the principals of Monticello Capital has served in significant positions of responsibility in the public sector or in the leadership and governance of American not-for-profit institutions.
 

Case Summary

A major national not-for-profit corporation was in some disarray upon the untimely death of its founder, a charismatic figure and leading light in the field. Monticello Capital’s client was an outside affiliate of the not-for-profit, requiring certain corporate financial and dealmaking assistance to develop a series of project-based transactions. This investment banking work, including a joint venture, brought the not-for-profit corporation’s major project to a successful completion, including new financing.

  
 
 
MC

Monticello Capital
Reston Town Center - One Fountain Square

11911 Freedom Drive, Suite 710 - Reston, Virginia 20190-5629, USA
+1.703.674.0500 - info@monticellocapital.com
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