True Mountain Capital

About Us

Premier advisory firm dedicated to servicing businesses, financial institutions, and third-party intermediaries with a specialized focus on debt, equity, tax, and data solutions.

True Mountain Capital team
Who We Are

Who We Are

True Mountain Capital is a premier advisory firm specializing in innovative capital solutions for businesses, financial institutions, and third-party intermediaries. With a base in Memphis and over 30 years of industry experience, our team delivers expertise across debt structuring, equity financing, tax credits & incentives, and advanced data strategies.

Our Experience

Our in-house professionals have participated in closing over $750 million in financing for roughly $1.2 billion in project capitalization, serving clients nationwide. We bring together backgrounds in investment banking, commercial real estate, mortgage banking, tax incentives, government policy, and successful business ownership.

Our Experience
Our Approach

Our Approach

Clients receive a hands-on partnership from start to finish. We work alongside organizations through initial evaluation, strategy development, funding, and post-transaction support — becoming a valued, long-term partner in every client's success.

What Sets Us Apart

We take a holistic view, uniting debt, equity, and tax-benefit strategies into highly tailored capital solutions. Our proprietary platform, Summit™, provides technology-driven insights and project management for New Markets Tax Credit clients.

What Sets Us Apart

What we do

Tax Solutions
Tax credits, incentives, and benefits programs
Whole Loan Trading
Liquidity across loan portfolios
Business Purpose Loan Advisory
Strategy, structuring, capital markets
Private Equity Advisory
Capital formation and advisory