Company


 

 

 

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Company


 

 

 

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

Our Industries

  • Real estate

  • Energy

  • Media & communications

  • Healthcare

  • Hospitality

 

Team


 

Team

 

Team


 

Team

 

Josh Lederer
President

Jeff Jerdin
Tax Credit Investments

Craig Sheftell
Managing Director

Wendy Ellen
Chief Compliance Officer, Vice President & Controller

Christian Albacarys
Capital Markets

Gil Mizrahi
General Counsel

Justin Gordon
Tax Credit Investments

Karla Boganim
Senior Account Manager