Charter Schools

U.S. Municipals and Not-for-Profits

Sustainable Infrastructure

Since its founding in 2008, Rosemawr has been a leading investor in the U.S. municipal and not-for-profit markets. The firm employs a research-driven approach to identify attractive investments, with a specific focus on special situations and unique credits.

The core team draws on decades of credit, structuring, trading, and investment management experience to identify select taxable and tax-exempt municipal investments that we believe offer superior risk-adjusted returns.

James Lister

Director of Origination

jlister@rosemawr.com sourcing@rosemawr.com

212-286-9474 (ext. 4001)

Thomas Long

Director of Charter School Investing

tlong@rosemawr.com charters@rosemawr.com

212-286-9474 (ext. 4020)

Rosemawr invests across the charter school sector and has established itself as an attractive alternative to existing financing options.

Investments in charter schools include privately placed tax-exempt and taxable bonds, loans, as well as direct ownership of school facilities. We have experience financing schools during the construction, start-up, and/or expansion stage.

Our structuring flexibility and ability to close quickly have enabled our school partners to provide quality educational opportunities to students across the United States.

Rosemawr invests across the broad and growing sustainable infrastructure sector. Rosemawr is currently focused on investing in renewable energy generation and energy efficiency in a variety of funding structures. Renewable energy investments include solar, wind, battery storage, geothermal and other renewable energy technologies. Rosemawr may acquire projects outright, lend to a given project or portfolio of projects, or invest as minority or majority equity, including by providing capital to project developers. Rosemawr also provides capital for projects via energy service agreements (ESAs) or pursuant to local property assessed clean energy (PACE) programs, including providing capital directly to property owners and entering into forward purchase agreements and extended warehouse lines of credit with PACE originators.

These investment efforts are led by a team with extensive experience specific to this sub-sector, combined with the full support and resources of the broader firm.

Renewable Energy

Joshua Herlands

Richard Weihe

Zubair Qureshi

sustainable@rosemawr.com

212-286-9474

PACE & ESA

Sol Mardakhayev

smardakhayev@rosemawr.com cpace@rosemawr.com

212-286-9474 (ext. 4004)