About Us
S.B. Clark Companies is a public finance consulting firm located
in Denver, Colorado.
Clients include state and local governmental entities, public
housing authorities, not-for-profit corporations such as affordable
housing providers, educational institutions, and healthcare
providers as well as for-profit developers in specialized tax
credit assignments.
Mission
The firm strives to provide the highest quality advisory
services possible to its clients. Each client has unique issues and
objectives. The key to providing high quality advisory services is
spending time up-front learning the client's business, culture, and
style. Frequent communication and maintained confidentiality are
priorities.
Style and Approach
The client's interest is foremost and sole. All of S.B. Clark
Companies' actions and work associated with an assignment are on
behalf of its client. S.B. Clark Companies acts only as a
representative as defined by the entity. S.B. Clark Companies does
not act as principal in the purchase or sale of financial
instruments. Any potential conflicts of interest are disclosed and
discussed at the assignment outset or whenever such potential may
arise.
Since its formation, S.B. Clark Companies has grown a
significant practice in representing clients in transactions
including but not limited to:
- Application preparation and follow-through support
for competitive 9% and noncompetitive 4% private
activity bond (PAB) low income housing tax credits
(LIHTC),
- Application preparation and financing structure negotiation
with allocating community development entities (CDEs) and equity
investors and leverage lenders for new markets tax
credits (NMTC),
- Placement of debt and/or equity for
new markets, low-income housing, historic and energy tax credit
projects,
- Tax-exempt and taxable bond issues,
both competitive placement and negotiated underwritings,
- Proforma plans of finance for mixed finance,
disposition/disposal of public housing, HOPE VI
projects, and commercial development, and
- Evaluation and recommendations for refinancing
opportunities including defeasance of existing
bonds prior to call date.
Firm History
S.B. Clark Companies was started by Stephen B. Clark in 2001
incorporating his 25-plus years in the public finance investment
banking industry. His daughter, Laura E. Clark, joined the firm as
an associate in 2003. John Lowry retired in 2010, having joined as
a principal in 2004 lending experience in housing and municipal
finance. Barrett Lucero joined as an associate in 2008 and Robert
Plimpton joined as an associate in 2011. In 2012, S.B. Clark
Companies was joined by Emily Kingsley.
Take a moment to find out more about what each of
our team
members bring to the table.