Financial Advisory
Project Funding
Incentives Consulting

Independent advice. Successful execution. Structured for long-term viability.

You Have a Funding Need

Financial Advising

How much financing can I raise for my project? What are my options? How much can I afford?

Execution & Placement

How do I raise funding for my capital project?

Economic Development

What other financial resources and incentives are available to me?

Independent Municipal Financial Advisors

THINKFORWARD FINANCIAL is an SEC registered, independent municipal financial advisory firm for mission-oriented companies and organizations. Whether your goals include enhancing your services and programs or expanding operations into new markets, we can help you achieve your potential by providing access to low-cost project funding sources and various economic development incentive programs. And, members of our team are registered with a Broker Dealer to execute capital market transactions, if required.

Track Record

Years Service to New York Businesses & Nonprofits
Bonds, Loans, Tax Credits
Projects Financed
Market Sectors Served
Lower East Side Tenement Museum

$19.6M tax-exempt bond financing

“Financing the museum for long-term viability meant identifying cost effective solutions”

New York Stem Cell Foundation

$10M construction financing

“Together, with the ThinkForward team, we developed a financial plan to establish our new stem cell research facility and headquarters.”

Urban Resource Institute

$8.6M tax-exempt refinancing

“The savings from restructuring our debt was used to enhance our programming, making a huge impact on the community that our organization serves.”

Manhattan Country School

$22M tax-exempt bond financing

“We were grateful to have ThinkForward by our side, providing the excellent financial advice that we had come to rely on.”

Our Network is Expansive

Lending Network

Financial Consultants

Government Agencies

Real Estate Consultants

Multiple Financing Tracks

30+ Banks
Bond Markets
Tax Credits & Incentives
Community Development Financing

Registrations & Certifications

FINRA Series 7, 50, 63 Registrations, Affiliated with A. Bridge RealVest Securities Corporation, a FINRA Member

SEC Registered Municipal Financial Advisor

NYS MWBE Certification

Community Development Finance Member

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