EFTA02621655.pdf
👁 1
💬 0
📄 Extracted Text (341 words)
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
ℹ️ Document Details
SHA-256
752c032d362569c7e28b86f220a0c4cf9ef9ac3b99e87712796a6641ec178782
Bates Number
EFTA02621655
Dataset
DataSet-11
Type
document
Pages
2
💬 Comments 0