EFTA02621655.pdf

DataSet-11 2 pages 341 words document
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From: Barry J. Cohen < Sent: Tuesday, October 2, 2018 9:23 PM To: Subject: Re: Black Family Investment Yes. As we understand, there is significant overlap in the lines of business. Sent from my iPhone On Oct 2, 2018, at 4:55 PM,1 <[email protected] <mailto:[email protected]> wrote: like monarch ? On Tue, Oct 2, 2018 at 4:24 PM Barry J. Cohen < <mailto-> wrote: Jeffrey: Leon asked if we could get your thoughts on an investment the family is seriously considering. It's probably best if 3 or 4 of us come see you. Unfortunately the timetable is tight. Any chance of visiting you in the next day or two? We are looking at buying a business that for 20 years has sourced and executed transactions that utilize federal and state tax credits. In that period, they have never had a tax credit recaptured. Their clients include mainly financial institutions and companies, like Berkshire Hathaway, Travelers, Vulcan and Hershey Co., the chocolate company and many smaller institutions. The types of tax credits include historic tax credits, solar tax credits and new markets tax credits. They also operate funds that invest in tax credits. To be clear, we are looking to buy the business, not invest in the tax credits. We will send you a deck in advance of our meeting. Barry Barry J. Cohen I President and Special Counsel Elysium Management, LLC I 445 Park Avenue Suite 1401 New York, NY 10022 I Tel. <mailto > <mailto <mailto:[email protected]> > EFTA_R1_01828674 EFTA02621655 please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to [email protected] <[email protected]> , and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved 2 EFTA_R1_01828675 EFTA02621656
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752c032d362569c7e28b86f220a0c4cf9ef9ac3b99e87712796a6641ec178782
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EFTA02621655
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DataSet-11
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document
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2

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