Extensive knowledge and experience in tax equity investments and middle market mergers and acquisitions.

For nearly thirty years, many of America's largest corporations have trusted Craig Sheftell and Brandt Blanken to advise them on billions of dollars of tax equity investments.  Fallbrook's M&A specialists have extensive experience raising capital and arranging sales and acquisitions across diverse industries.  With our main office in Los Angeles and registered professionals across the United States, we offer outstanding service and seamless deal execution to investors, companies, and project sponsors nationwide.

Our Services

  • Tax equity placement and structuring
  • Buy-side & sell-side mergers & acquisitions
  • Private placements of debt or equity
  • Strategic advisory

Our Clients

  • Fortune 500 companies
  • Private equity firms
  • Emerging middle-market companies
  • Family offices
  • High net worth individuals

Our Industries

  • Real estate
  • Energy
  • Media & communications
  • Healthcare
  • Hospitality










Brandt Blanken

Justin Gordon
Tax Credit Investments

Gil Mizrahi
General Counsel

Craig Sheftell
Managing Director

Jeff Jerdin
Tax Credit Investments

Vitor Faroni
Tax Credit Investments

Josh Lederer
Vice President

Ryan Songerath
Underwriting and Analysis

Christian Albacarys
Capital Markets

Wendy Ellen
Compliance Officer