At Lument, we do what it takes to grasp the fundamentals of your business – to fully understand your goals and aspirations. That, combined with our deep expertise and proprietary processes, translates into successful results you can count on, again and again. At Lument, lending is more than a loan. About Lument Lument is the #1 FHA, delivering a comprehensive set of capital solutions customized for investors in multifamily, affordable housing, and seniors housing and healthcare real estate. We are a Fannie Mae DUS®, Freddie Mac Optigo®, FHA, and USDA lender and offer a suite of proprietary commercial lending, investment banking, and investment management solutions. Lument has approximately 650 employees in over 30 offices across the United States. Securities, investment banking, and advisory services are provided through Lument Securities, LLC, member FINRA/SIPC. Investment advisory services are provided by Lument Investment Management, LLC. Lument Investment Management is registered as an investment adviser with the U.S. Securities and Exchange Commission. For more information, visit www.lument.com.
Kaufman Hall
Kaufman Hall, a Vizient company, provides management consulting solutions to help society’s foundational institutions realize sustained success amid changing market conditions. Since 1985, Kaufman Hall has been a trusted advisor to boards and executive management teams, helping them incorporate proven methods, rigorous analytics, and industry-leading solutions into their strategic planning and financial management processes, with a focus on achieving their most challenging goals. Kaufman Hall services use a rigorous, disciplined, and structured approach that is based on the principles of corporate finance. The breadth and integration of Kaufman Hall advisory services are unparalleled, encompassing strategy; financial and capital planning; performance improvement; treasury and capital markets management; mergers, acquisitions, partnerships, and joint ventures; and real estate.
Intellitec Solutions
Intellitec Solutions offers solutions for senior living communities who want seamless accounting, clinical and business management without compromising any of the financial power they need. We provide cloud accounting solutions that allow organizations to improve their operations with a solution tailored to their unique needs. We deliver powerful dashboards and reports with automated integration to leverage your current clinical and operational information. We configure the software to meet your unique GL, AP and reporting requirements, and have worked with over 900 senior living facilities
Forvis Mazars
Digital Transformation Across Your Organization. Our Business Technology Services team can help you at any step of your journey and across your organization from enterprise resource planning (ERP) to customer relationship management (CRM). Forvis Mazars focuses on business processes first to give your technology investment the greatest opportunity for success. | Forvis Mazars provides audit, assurance, tax, advisory, and consulting services globally with a dedication to delivering an Unmatched Client Experience® to help you prepare for what’s next. At Forvis Mazars, we redefine collaboration and provide the insight to help you prepare for what’s next. By working alongside you and understanding you, our services and solutions are meticulously tailored to meet your unique needs. Combining global reach with deep local knowledge, our teams work together to deliver consistent, seamless services across the world, adapting to work alongside your teams, sector or region. We build solutions with you and for you, driven by anticipating what’s next. We are nimble, entrepreneurs that listen to your unique needs to create tailor-made solutions. We are everywhere, combining worldwide scale with local understanding to offer seamless support across borders. We bring experience, led by skilled professionals who prioritize excellence and deliver an Unmatched Client Experience. Above all, we are trusted, guided by integrity to build lasting relationships with our people, clients, and the communities we serve. Forvis Mazars: helping you prepare for what’s next. | Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. | Our Dealership Practice works with you to help drive profitability, avoid risk, increase efficiencies, and enhance productivity. We collaborate with key industry stakeholders, offering deep knowledge and insights. We provide a variety of services for dealerships nationwide, ranging from tax compliance and planning to assurance and consulting. Our team works with clients at every point in the dealership life cycle. In addition, our industry connections include legal, talent acquisition, technology brokers, bankers, and others who frequently serve dealerships.
Fitch Ratings
Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective, and insights we provide help investors to make important credit judgments with confidence. Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; Fitch Learning, a preeminent training and professional development firm; and Sustainable Fitch, the first global ESG Ratings solution for all asset classes at an entity and instrument level. With dual headquarters in London and New York, Fitch Group is owned by Hearst. For additional information, please visit fitchratings.com.
D.A. Davidson & Co.
D.A. Davidson is a full-service investment bank and wealth management firm with approximately 1,600 employees nationwide. D.A. Davidson is ranked among the top in the nation in municipal (tax-exempt) issuance across all sectors YTD in 2023. Its Senior Living and Structured Housing group is made up of innovative capital markets professionals who are recognized as industry leaders and trusted specialists in delivering debt, equity and advisory solutions to senior living and affordable housing organizations on a national scale. D.A. Davidson Senior Living and Structured Housing delivers capital and financing for new construction, expansion, acquisition, recapitalization, and restructuring needs. Advisory services include strategic planning, affiliations, mergers and acquisitions, divestitures and debt restructuring. The team offers taxable and tax-exempt debt via public offering or private placement as well as sources for mezzanine and equity capital.
CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information, visit CLAconnect.com. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. | CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, about 120 U.S. locations, and a global vision, we promise to know you and help you. For more information, visit CLAconnect.com. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.