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#1 Financier of MA Brownfields Tax Credits 8 years running


EDI is proud to have successfully served almost 100 Massachusetts Brownfields development clients.  Below is a sampling of comments from these and other projects. We look forward to adding your testimonial to our collection.

  “EDI delivered extraordinary results. Their expertise and resourcefulness guided us masterfully through the process. They were a pleasure to work with.”  - Eoin Fitzgerald, Director of Project Finance, Carpenter & Company, Inc. ONE DALTON, Boston, MA

“Urban construction projects, like ours at the Lynn Community Health Center, often run into unexpected, budget-breaking environmental clean-up expenses. Thankfully, Massachusetts Brownfields Tax Credits can provide funds that cover a portion of these expenses. We were so pleased to take advantage of Dorfman Capital's expertise in accessing this important, but complicated, funding. It made a very positive difference in our ability to finance a new building for the Lynn Community Health Center!”  - Lori Berry, Executive Director, Lynn Community Health Center

“We knew very little about the tax credit program and relied heavily on EDI,” explains Todd Finard of Finard Properties, who developed the Shops at Riverwood, an 8.5 acre site that was once the longest continuously operated paper mill in America. “Bob guided us through the complicated application process and helped us maximize the benefits of this program.”

“We rely on EDI to bring us the biggest and best brownfields projects in the state, and they deliver.  They are by far our leading source of MA Brownfields Tax Credits.”  -  International Financial Institution    (We respect the privacy of our investors and do not disclose their names)

“We have complete confidence that when EDI brings us an investment opportunity it will be of the highest quality, it will be as it is represented and it will be closed in an efficient and professional manner.”  - Fortune 500 Company investor  (We respect the privacy of our investors and do not disclose their names)

Additional testimonials speak to our reputation and expertise in the tax credit industry:

"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.” - Frank Mertes, Chief Financial Officer, Holyoke Health Center

Craig Blais, President & CEO of the Worcester Business Development Corporation said, “Dorfman Capital’s work was key in completing the complex financing for this historic renovation.  Voke Lofts is the final piece of the puzzle to making Gateway Park truly mixed use.”

Gilbert Winn, Managing Principal of Winn Development said, "The Voke School redevelopment will successfully connect the commercial and residential neighborhoods surrounding it. These types of developments are highly complex and require a team effort. We often rely on professionals like Bob Dorfman to bring us opportunities like this, which are truly diamonds in the rough.  In this case Dorfman also added value regarding the state tax credit markets."

Arrus Farmer, Project Finance Manager and Vice President of PMC said," Dorfman Capital provided a valuable link to a reputable investor. Their involvement in the transaction made the process transparent and predictable. Supported by Dorfman Capital’s expertise and industry breadth, the redevelopment of Crown Street was a smashing success!"

“Without these tax credits, the $20M renovation and addition project could not have happened,” explains Mount Pleasant Home executive director Merlin Southwick. Mount Pleasant Home is a small non-profit serving low-income elders for which Dorfman Capital arranged a forward commitment to purchase and the ultimate sale of Massachusetts’ historic tax credits to an institutional investor.

“This construction project is a boost for our city's workers and when completed will enhance the quality of life of our residents and help care for and educate our children," said Mayor Scott W. Lang of New Bedford when the funding acquired by Dorfman Capital for Ingraham Place was announced.

MyWebGrocer CFO Jerry Tarrant is extremely pleased with his association with Dorfman Capital. “When we began the project, I spoke with many different sources of capital as we couldn’t do the project without tax credits. Dorfman Capital offered the best terms and was extremely efficient. I really enjoyed working with Bob Dorfman.”

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

“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.” - Troy Siebels, Executive Director, Hanover Theatre for the Performing Arts

“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.”Beryl Jolly, Executive Director, Mahaiwe Theatre