Sorbello Strategic Finance LLC

Sorbello Strategic Finance LLC is a women-owned consulting firm with broad national expertise in charter school facility financing. Principal Sara Sorbello has extensive transaction experience including Community Development Financial Institution (CDFI) loans, New Markets Tax Credit financings and various credit enhancement-backed loan funds. The firm’s current focus is helping nonprofit lenders such as CDFIs and other charter school loan funds deploy capital to high-impact charter school facilities projects nationwide. 

Sorbello Strategic Finance LLC offers assistance to charter schools, CMOs, stand-alone schools, and single-site schools. Sorbello Strategic Finance specializes in Federal CDFI Bond Guarantee Program, Financing Strategy/Packaging Financing, New Markets Tax Credits, Qualified School Construction Bonds, Qualified Zone Academy Bonds, State Financing Options, and Federal Department of Education Credit Enhancement Program.

During recent charter school projects they have provided the following services: credit estimates, management preparation for investor calls, management preparation for rating agency meetings, social bond verification analysis, new bond issue due diligence, and charter school database development.

Last Updated: February 2023

Disclosure: Information on this page has been provided by the organization. Any questions related to figures or programs listed should be directed to the contact shown above. Keep in mind that each school’s situation will differ slightly and you’ll need to speak to the contact listed for information specific to your school.