Momentus Securities has announced the launch of its Municipal Advisory services with the goal of filling a critical gap for impact-focused organizations — which historically have had limited exposure and access to the municipal securities market.
“By having access to more capital markets opportunities, mission-driven organizations will have more cost-effective options for obtaining the liquidity they need to expand their work in the communities they serve,” said Mikiyon Alexander, Momentus Securities’ Head of Coverage and Principal for Municipal Services Activities. Mr. Alexander is a 20-year veteran of the municipal finance industry. “This is another important tool that Momentus Securities is providing in order to strengthen the connections between Main Street and Wall Street.”
The Financial Industry Regulatory Authority (FINRA) approved Momentus Securities as a Municipal Advisor in January 2025. Momentus Securities is a registered Municipal Advisor Firm with the Municipal Securities Rulemaking Board (MSRB), which establishes rules for the conduct of brokers, dealers and municipal advisors in the municipal securities market.
Momentus Securities will offer a comprehensive suite of tailored services and advice, including:
- Municipal Bond Advisory: Assistance in structuring and executing municipal bond offerings to secure necessary funding.
- Growth Strategies: Tailored strategies designed to help organizations expand their impact while ensuring financial sustainability.
- Credit Rating Consultation: In-depth guidance on improving credit ratings, enabling clients to access more favorable financing terms.
“We can help our clients become more financially innovative. Providing strategic planning and advice with a fiduciary responsibility may be more important now than ever before,” Mr. Alexander said. “Momentus Securities stands ready to support our clients in navigating the complexities of the municipal finance market.”
Momentus Securities’ dedicated municipal advisor representatives consist of a team of seasoned professionals with more than 30 years of combined extensive experience in municipal finance, coupled with a passion for community and economic development.
“CDFIs and non-profits play a vital role in community and economic development,” said Ryan Carter, Director of Investment Banking and a Qualified Municipal Advisor Representative at Momentus Securities. “Our goal is to be a trusted partner in their financial journey.”
How Momentus Securities Connects Mission-Driven Lenders with Institutional Investors
Momentus Securities is an investment bank, an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member, and an approved SBA 7(a) loan pool assembler.
Momentus Securities works to remove the logjam that mission-driven lenders such as Community Development Financial Institutions (CDFIs), Community Development Corporations (CDCs), Minority Depository Institutions (MDIs), and community banks often run into. These lenders want to support more small businesses and community development efforts. Yet they can’t scale up unless they have more liquidity. And they can’t get more liquidity unless they move loans off their balance sheets.
Momentus Securities is helping to create more of that liquidity by:
- Creating warehousing lines within four key themed areas – affordable housing, healthcare, education and small businesses.
- Aggregating portfolios of loans made by all lenders throughout the United States, including mission-driven lenders.
- Helping its clients raise debt capital via bond and note issuances, private placements, and structured credit transactions.
- Providing public and private placement services for municipal issuers, public agencies, private developers, nonprofit organizations, and other mission-driven borrowers.
- Providing secondary market liquidity for community-centric organizations focused on America’s underserved communities.
This means that institutional investors will have the opportunity to invest in those products — and therefore support communities.
Momentus Securities also:
- Provides capital raising services to help its clients grow by leveraging an extensive network with impact-driven institutional investors and foundations.
- Offers credit rating advisory services in all ratings considerations, including first-time ratings, rating upgrade/defense, capital structure optimization, and debt capacity analysis.
- Provides liability management and capital advisory services to help clients optimize their capital structure and improve their financial strengths.
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About Momentus Securities
Momentus Securities, an SEC-registered broker-dealer, MSRB-registered, and FINRA/SIPC member, offers a range of financial products and services to support its mission of connecting mainstream capital sources and impactful investment opportunities. These services include debt and equity capital raising, asset-backed and structured finance as well as corporate finance and advisory services, and will be offered across four key segments: Affordable Housing, Healthcare, Education and Small Businesses. Momentus Securities seeks to bolster the mission-driven investing space by addressing the current scale and liquidity limitations in the sector that inhibit the deployment of institutional capital.
Momentus Securities is part of the Momentus Capital branded family of organizations, which also include, among other organizations, Capital Impact Partners (a nonprofit Community Development Financial Institution, or CDFI) and CDC Small Business Finance (a leading SBA Community Advantage Small Business Lending Company, or CA SBLC).
Disclaimer
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