For over 30 years, Donna LoCascio has worked at numerous investment banking firms in the New York area such as Merrill Lynch, Drexel Burnham, Donaldson, Lufkin & Jenrette, George K. Baum and Stern Brothers & Co before starting here own advisory firm in 2019.
Donna has an extensive investment banking and credit background having structured and placed in excess of $5 billion of financings in the municipal, private and P3 space. She specializes in mixed use development, housing revenue, transportation, renewable energy and corporate/government lease and debt structures. She has experience working with many of the non-traditional financing tools such as variable rate debt, new market tax credits, federal Income Tax Credit (ITC) grants, SGIP grants, equity, EB-5 programs, and senior/subordinate structures. Donna is a trusted advisor to the institutional investor community, with a focus on assisting them in the investment of complex financing structures and the restructuring of distressed credits with an extensive investor client base.
Donna is a graduate of the State University of New York and holds Series 7, 50 and 63 licenses.