Allivate Impact Capital

Our Managing Director, Daniel Rodrigo Galindo, MBA, recently joined a retirement celebration for Rosa Rios Valdez. Congratulations Rosa for all you have done for over 30 years to elevate #smallbusiness and activate entrepreneurial ecosystems across #Texas through your work with BCL of Texas, an Austin-based #CDFI. Our team at Allivate Impact Capital applauds your leadership and dedication to communities in #Austin and beyond. #accesstocapital

Congratulations to Philip Reeves, Todd Leverette and the entire?Apis & Heritage Capital Partners team on this impactful deal. Appreciate David Macdonald’s work on providing the senior debt to enable this company to convert to employee ownership and build lasting wealth for over 65 employees #employeeownership #ESOP

Last week The ESOP Association held the 2024 Employee Owned Conference in #LasVegas convening 2,000+ #employeeowners, professional advisors, and thought leaders including Allivate Impact Capital’s Jennifer E., Managing Director Tax & Investor Relations, and David Macdonald, Managing Director (pictured with James Bonham, President, and CEO of The ESOP Association). #EO24 is the largest #ESOP conference in the world. Attendees discussed the many benefits #employeeownership can create including tax advantages, employee loyalty, business continuity, and more.

The AIC CEI-Boulos Opportunity Fund, a joint venture partnership between Allivate Impact Capital, and CEI-Boulos Capital Management, made an early equity investment in a housing initiative to bring long-term #affordablehousing to the predominantly Hispanic, Lake Cliff neighborhood of Southwest #Dallas. This effort consists of 3 properties (The Bowie, The Parker, and Swope & Mangold) creating 263 rental units affordable for renters who earn 60% to 100% of Area Median Income (AMI). Many of the units will be formally restricted to be affordable either at or below 60% AMI and at or below 80% AMI for a period of 75 years.?The project will create 730 construction jobs. The initiative is being developed by Savoy Equity Partners. Savoy has partnered with Texas Trees Foundation to plant 200+ trees in the Lake Cliff neighborhood. The project is transit-oriented with all properties located within a five to 15-minute walk from multiple public transit options managed by DART (Dallas Area Rapid Transit), including the Dallas Streetcar System that connects with Downtown Dallas. Read the full release: https://lnkd.in/gcRbwgUf Thank you to the following individuals for working with our team on this impactful project elevating Dallas: Barrett Linburg, G. Hunt Neurohr, Sam Spencer, Noelle St.Clair Lentz, Doug Schaeffer, Stuart Hean, Morris Fisher, Drew Sigfridson, Leah Batt, Gretchen Ascher, Dasha White, and Perashina LaMotte

Please join us in welcoming Kaley Palanjian?as Allivate Impact Capital’s?first #intern. She will be helping the team achieve its mission of elevating communities, alleviating poverty, and activating entrepreneurial ecosystems nationwide. Kaley is passionate about leveraging impact capital to drive ownership opportunities, reducing income inequality, and accelerating shared prosperity. As a second-year MBA student at Duke University - The Fuqua School of Business, and Co-Chair of Fuqua’s CASE Impact Investing Program (CASEi3), Kaley has already been involved with several projects creating strong #socialimpact.?As Co-Chair, she oversees Fuqua's student consulting program which pairs investors with teams to solve an impact investing or sustainable finance problem. Prior to Fuqua, she worked in public affairs and leadership advisory at global consulting firms. Kaley also holds a BA in Linguistics from Georgetown University. We are excited to work with Kaley to gain new perspectives and insights while sharing our expertise in the #impactinvesting?space to support the next generation of #changemakers!

Today we honor all those who have served in the U.S. military. Thank you for your bravery, valor, and sacrifice to protect our country.

Thank you to everyone who attended Ownership Works’ 2024 Shared Ownership CEO & Executive Convening! The event was an energizing two days of insight sharing, networking, and celebration of employee ownership’s unique power to unlock new levels of success for businesses and employees. ?? ?? We are honored to be able to convene hundreds of investors and business leaders, all in the name of advancing the #sharedownership movement. Together, we’re reimagining equity to build wealth for all. #OwnershipWorks! Thank you to our invaluable event speakers and moderators: Peter Stavros, Anna-Lisa Miller, Ben Nemtin, David Bangert, Kathy Bolhous, Leigh Weiss, Lisa Alteri, Sabrina Fry, Chris Linthwaite, Marc Jourlait, Bill Flederbach, Matt Grossberg, Gaye van den Hombergh, Kerri Tonino Eskin, Kate Keene, Graham Thomas, Ann Marie Braker, Ari Medoff, Grace Zuncic, Melissa Bukuru, Chase Beeler, Brandon Brahm, Sharlyn Musslewhite, Leela Ramnath, Kenneth Porrello. A special thank you to Deutsche Bank for hosting the event!? [Photo credits to attendees: Work to Own and Allivate Impact Capital]

Managing Director, Daniel Rodrigo Galindo, MBA, and Andrew Rabuck from our organization were in #SanFrancisco this week for #SOCAP24. This flagship conference of changemakers annually convenes over 100,000 attendees including leaders from philanthropy, government, education, and many others – like our community partner, Brian Murray, Partner and CEO, at Shift Capital, a Philadelphia-based real estate developer with investments that are place-based, people-focused, and purpose-driven. SOCAP gathers the entire impact ecosystem to drive market-based solutions for the world’s most pressing issues.?

Congratulations to Anna-Lisa Miller, Peter Stavros, and the entire Ownership Works team for their progress to date towards the goal of generating $20 Billion in wealth for workers. Our CEO, Noelle St.Clair Lentz, attended the Ownership Works partner consortium along with David Macdonald who is leading our #ESOP finance strategy. We look forward to collaborating with many others interested in fostering #employeeownership to address the #wealthgap.

Our Managing Director, Daniel Rodrigo Galindo, MBA, and other team members from our organization were onsite in Los Angeles recently to celebrate Opportunity Finance Network in its 40th year of elevating #CDFIs and supporting #communitydevelopment across the country. The annual OFN Conference is one of the largest gatherings of leaders, investors, policymakers, and others working with community development financial institutions to expand economic opportunity for all. Allivate Impact Capital applauds OFN for its longstanding commitment to creating #accesstocapital. OFN is well-aligned with our team's mission to deploy innovative capital solutions into underserved communities and #smallbusinesses. Pictured (L-R): Jesus Cisneros, Maren Colon, Daniel Galindo, Faryah Malik, Nisha Floyd, and Ross Folkenroth,?