Foss and Company


Foss and Company is a nationally recognized institutional investment management firm dedicated to providing corporate investors the greatest access to federal and state tax credit driven investments available in the tax credit marketplace. Our sole focus is to assist our corporate clients in selecting and structuring the most appropriate and efficient tax credit programs to meet both their short and long term tax management, earnings enhancement and community reinvestment targets. Through our extensive Originations Department efforts, we actively seek out the most attractive federal and state tax credit programs and projects in order to meet the specific needs of our clients. The team at Foss and Company brings over 75 years of experience and knowledge to the table each and every time we sit down with a project developer or institutional investor client to structure and implement a monetization strategy through syndication or direct placement.

United States

Capital Markets


Federal Tax Credits Renewable Energy / Investment Tax Credit (ITC) Renewable Energy / Production Tax Credit (PTC) Affordable Housing Tax Credit State Tax Credits

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Steven Waldman
Vice President of Investments at Foss and Company
Managing Director at Foss and Company
Alex Tiller
Managing Director at Foss and Company

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