Tax Credit Finance Testimonials

Robert H. Kuehn, Jr., President, Keen Development Corporation
“Good news! Thanks for persisting and bringing matters to a successful conclusion for our $2,900,000 Rhode Island Historic Investment Tax Credit financing.”

Frank Mertes, Chief Financial Officer, Holyoke Health Center
“Putting together a project like ours is not always a fluid process. We found working with Bob very helpful because of his flexibility, consistency and quick response time. He delivered what he promised. We were pleasantly surprised how smoothly his part of the financing went.”

Troy Siebels, Executive Director, Hanover Theatre for the Performing Arts
“We needed people with expertise like Bob’s in order to get us through an incredibly complex financing involving Federal and State Historic Tax Credits as well as New Market Tax Credits. It is great to work with Bob.”

Beryl Jolly, Executive Director, Mahaiwe Theatre
“Thank you for your help with the Mahaiwe Performing Arts Center’s historic tax credits. I appreciated your assistance regarding our sale of credits and found you to be helpful and reliable throughout the process.”

Debt and Equity Finance Testimonials

Charles Staab, Former Chief Financial Officer, Pennichuck Water Works, Inc.
“Pennichuck has been utilizing the services of Bob Dorfman since 1986. Bob has been responsible for raising over $40 million through eight different financings. Bob listens to what our needs are, understands our business, and always produces outstanding results.”

Charles Sarkis, Chairman of the Board, Back Bay Restaurant Group, Inc.
“ Bob Dorfman raised $12 million. Bob produced when others did not and could not. He knows the financing markets very well. He makes deals happen.”

Richard Ireland, Chief Financial Officer, New England Biolabs, Inc.
“Bob Dorfman functioned as our investment banker raising $9 million. I am always impressed with Bob’s high level of personal service and attention to detail. He provides solutions that are often overlooked.”

William Frazier, President, Nations Express, Inc.
“In the challenging capital markets of 2002, Bob assisted us in raising $1.5 million from an institutional investor in subordinated debt that is essential to supporting our growth plans. We choose to work with Bob because of his individualized attention and outstanding track record. Bob delivered more than he promised.”