PORTFOLIO

Foundations & Philanthropic Institutions

Advising philanthropic partners on the economic feasibility, capital structure, and sustainability of mission-aligned investments.

We deliver independent financial analysis that strengthens funding decisions and long-term impact strategy.

Strategic Engagements

  • New Orleans, LA

    Strategic capital and operating analysis for redevelopment and restructuring of the Joan Mitchell Artist Residency campus

    • Developed four capital and operating restructuring scenarios

    • Modeled selective property disposition and facility consolidation strategies

    • Evaluated integration of a potential 35-unit housing redevelopment

    • Built 15-year consolidated operating pro formas across varying campus footprints

    • Quantified capital investment requirements and long-term expense reductions

    • Delivered executive decision framework aligning mission scale with financial sustainability

  • Fisher Foundation

    Cameron Foundation

    Engagements include work completed through Pollen LLC and prior leadership roles at Artspace Consulting.