National Equity Fund Growth Strategy

City
Chicago

Country
U.S.A.

Client
National Equity Fund

Date
2018

Project Details

AHI supported National Equity Fund’s development of an Optimization Plan for 2023, with the following objectives: (a) Optimize EBITDA within the core business (LIHTC equity) via (i) systems, (ii) staffing.  (b) De-risk from LIHTC equity by building other business/ product lines.  (c) Exit with an NEF Strategic Team committed to working together for 3-5 years to build that future. AHI supported NEF’s objectives by providing pre-workshop thinking, in research, interviewing and preparatory materials for the participants, and facilitated a 2-day workshop to engage NEF’s executive and management staff in the process.