Roberts Consulting, LLC (RCLLC) advises clients desiring access to the “tax-advantaged capital markets." This includes, on the debt side, tax-exempt bonds (TEBs) and placement of non-profit/501(c)3 finance. On the equity side, low income housing (LIHTC), new markets (NMTC) and historic tax credit (HTC/preservation) equity. 

RCLLC only provides advisory services. We are not beholden to any other entity's products or services and we intend to provide our services without conflict. RCLLC is a Municipal Advisor registered with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB). 

Other specialties include student and seniors housing (independent, assisted, nursing, congregate care & CCRC), healthcare (hospitals, medical office, hospice & mental health), cultural & private education facilities as well as industrial development revenue bonds (IDRB's). By the way, conventional commercial capital asset financing is not foreign to us either.

Since 1986 Jon has been instrumental in over $2.3 billion of combined debt, equity, investment and other financial engineering. This includes the successful structuring, sourcing, negotiation and closure of:

• 8,900+ living units comprising over $776 million;
• Approximately $281 million in tax credit and other private & institutional equity;   
• In excess of $1 billion in 501(c)3 engagement;
• Over $728 million in profit & non-profit healthcare;
• > $250 million in cultural and educational finance;
• Around 20 transactions comprising $100+ million in Industrial Development Revenue Bonds (IDRB's); and
• Other agency, consultative and conventional financing engagements involving over $460 million.

(some transactions overlap categories)

Jon started as a CPA (now inactive licensing) with an internationally recognized accounting firm. After 4 years he left as Senior Auditor to become Financial Analyst/Treasurer for a large teaching hospital. Jon transitioned his 7 years at hospital treasury into a career in investment banking. Over the 7 years in a highly recognized bank owned, investment bank, Jon rose in the Public Finance Department to become Managing Director of Housing & Healthcare. Jon possesses Series 50 (Municipal Advisor Representative) and Series 54 (Munipal Advisor Principal) licenses, and at one time possessed Series 7, 53 and 63 securities licenses.

In June 2000, recognizing the need for client capital markets advocacy, Jon formed RCLLC thereby becoming the capital markets consultant that he is today.

Jon is a Chartered Financial Analyst, and a member of the CFA Institute, the CFA Society Cleveland and the American Institute of Certified Public Accountants (AICPA). Jon has a Master of Science in Accounting, Northeastern University and a Bachelor of Science Business Administration (finance), Boston University.