About Us

At Carreden Group, our track record providing innovative tax equity market development services to the sustainability, housing and new markets sectors is second to none. Since 1995, we have advised clients on more than 400 transactions representing over $15 billion in tax credit equity raise.
https://carreden.com/wp-content/uploads/2022/07/carreden-banner.jpg
https://carreden.com/wp-content/uploads/2022/07/bgn-slider-blue-corner-left-1.png
bt_bb_section_bottom_section_coverage_image

Tax Equity Market Development

Carreden is a recognized market leader in advising issuers on developing the tax equity market as well as structuring, marketing and closing renewable energy financings, low-income housing financings and new markets tax credit financings. Our advisory philosophy is simple: we advocate our client’s interests and not the transaction. Acting as advisors, and not brokers, with a smooth execution as a top priority has served our clients well over 25 years.

How We Achieve Success For Our Clients

Carreden’s primary value-add is in developing new, low-cost sources of tax equity capital to meet our issuer client’s capital raise objectives.

Active in the renewable energy, low-income housing, and new markets tax credit markets, we achieve this by:

  • Leveraging our extensive network of investor relationships
  • Conducting targeted nation-wide solicitations to identify new interest
  • Educating new investors on the primary investment considerations economic, risk, structure, tax, accounting, and legal
  • Preparing market surveys as necessary
  • Determining current market pricing
  • Managing all aspects of any transaction closing as necessary including:
    • Term sheet preparation
    • Document review
    • Investor negotiation support
    • Due diligence management
    • Transaction closing
https://carreden.com/wp-content/uploads/2022/07/img-blue-corner-bottom-right-1.png

Market Impact Highlights

  • Raised over $11 billion in tax equity across over 350 low-income housing transactions
  • Raised over $3.5 billion in tax equity across over 80 renewable energy transactions
  • Raised over $800 million in tax equity across over 10 new markets transactions
https://carreden.com/wp-content/uploads/2022/07/Market-Impact.png

Our Experience

Over $15
Billion In Tax Credit Equity Raised
50
State Coverage
Over 400
Transactions Closed
Over 40
Clients
Over 100
Distinct Institutional Investors
Over 25
Years Active In Tax Credit Market
bt_bb_section_bottom_section_coverage_image

Our Clients

US bank
Layer0 1 (2)
Lilly-01
CITI bank
CITI-bank-1
AMbac-01
Credit-01
Exelon-01
GE-01
GMAC-01
microsoft-01
NYCHDC-01-01
Ocwen-01
Wachovla-01
Zurich-01
Union bank-01

Our People

Avatar

John Faulkner

Prior to joining Carreden in 2005, Mr. Faulkner had been...

Read More

Avatar

Greg Meyer

Prior to joining Carreden in 2005, Mr. Meyer had been with Dresdner Kleinwort...

Read More

Avatar

Charles Hadaway

Prior to joining Carreden in 2005, Mr. Hadaway had been with Dresdner Kleinwort...

Read More

Cassie Laffoon

Cassie Laffoon

Ms. Laffoon has been affiliated with Carreden since 2005. Prior to being...

Read More

Contact Us

    https://carreden.com/wp-content/uploads/2020/05/img-white-corner-bottom-left.png

    Business Continuity Disclosure Statement

    Carreden Group, Inc. has developed a Business Continuity Plan on how we will respond to events that significantly disrupt our business. Since the timing and impact of disasters and disruptions is unpredictable, we will have to be flexible in responding to actual events as they occur. With that in mind, we are providing you with this information on our business continuity plan.

    Contacting Us - If after a significant business disruption you cannot contact us as you usually do at our phone number or by email, you should call our alternative number (925) 389-6359 or go to our web site at www.carreden.com.

    Our Business Continuity Plan - We plan to quickly recover and resume business operations after a significant business disruption and respond by safeguarding our employees and property, making a financial and operational assessment, protecting the firm's books and records, and allowing our clients to transact business. In short, our business continuity plan is designed to permit our firm to resume operations as quickly as possible, given the scope and severity of the significant business disruption.

    Our business continuity plan addresses: data back up and recovery; all mission critical systems; financial and operational assessments; alternative communications with customers, employees, and regulators; alternate physical location of employees; critical supplier, contractor, bank and counter-party impact; and regulatory reporting.

    Varying Disruptions - Significant business disruptions can vary in their scope, such as only our firm, a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only our firm or a building housing our firm, we will transfer our operations to a local site when needed and expect to recover and resume business within 24 hours. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area, and recover and resume business within 72 hours. In either situation, we plan to continue in business and notify you through our web site www.carreden.com or our client emergency number, (925) 389-6359 how to contact us.

    For more information - If you have questions about our business continuity planning, you can contact us at 1100 Moraga Way, Suite 209, Moraga, CA 94556 or info@carreden.com.
    https://carreden.com/wp-content/uploads/2022/07/img-blue-corner-bottom-right-1.png
    Headquarters
    Carreden Group’s headquarters are located in Moraga, CA. For additional information on Carreden Group, please email us or call one of us. We look forward to working with you.

    Copyright by Carreden. All rights reserved.

    Copyright by Carreden. All rights reserved.