Services
Momentus Securities provides our mission-based clients with the highest quality advice and execution for traditional and alternative capital solutions. This includes investment banking services with a focus across four social sectors including: affordable housing, healthcare, education, and small businesses.
We believe that creating stronger and deeper primary and secondary markets for mission-focused products is critical to allow lenders to generate additional lending capacity. We act as an intermediary to aggregate and sell various impact asset classes to our extensive network of impact investors.
Who We Serve
Our target client base includes community finance enterprises, including CDCs and CDFIs, affordable housing developers, charter school developers, and other community-centric organizations that aim to create positive social impact.
Advisory Services
We aim to provide our clients with the highest quality advice and execution for traditional and alternative capital solutions.
- Delivery credit rating advisory services and support our clients in all rating considerations, including first-time ratings, rating upgrade/defense, capital structure optimization, and debt capacity analysis.
- Provide liability management and capital advisory services to help our clients optimize capital structure and improve financial strengths.
- Partner with foundations, educational institutions and other key players in the social impact ecosystem to create ideas and insights on investable social assets.
Capital Markets Services
We assist our clients in both primary and secondary markets to secure financing via public bond and note issuances, private placements, structured credit transactions and asset sales.
- Raise debt capital via public bond and note issuances, private placements, and structured credit transactions, including issuing ABS, CLO, CDO or hybrid securities.
- Facilitate secondary market transactions for issuers and investors in structured investments and private assets.
- Equity capital raising services to help our clients grow by leveraging our extensive network with impact-driven institutional investors and foundations.
SBA Loan Trading Services
As an SBA approved 7(a) loan pool assembler, we help SBA 7(a) lenders recycle capital by providing secondary market liquidity to the small business loans.
- Purchase SBA 7(a) loans from lenders, focusing on loans with high social impact
- Assist lenders with loan sale logistics and documentation
- Create customized fixed-income securities backed by pools of SBA 7(a) loans to impact-driven investors
Municipal Advisory Services
As a registered municipal advisory, we provide objective analysis, planning, and creative solutions to help local governments and other municipal entities meet their financial and community goals.
- Strategic Planning: Comprehensive financial planning and budgeting services for non-profits and municipal entities, including go-to-market strategies.
- Debt Management: Assistance with debt issuance, refinancing, and portfolio management.
- Investment Advisory: Guidance on investment strategies and portfolio optimization.
- Regulatory and Compliance: Ensuring adherence to relevant laws, regulations, and reporting requirements.
Contact us
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