Cabretta Capital Announces Jesse Speltz as Director of Tax Credit Investments
Tuesday, January 19th, 2021
Cabretta Capital, a leading specialty finance firm with extensive experience in structured tax equity and tax-advantaged investment strategies, is pleased to announce Jesse Speltz has joined the firm to serve as director of tax credit investments. In this role, Speltz will focus on expanding Cabretta’s national footprint with outreach to banks, private equity groups, family offices, specialty finance companies, CPA’s, wealth advisors, strategic businesses, and high net worth individuals to lower their federal and/or state tax liabilities.
“With the addition of Jesse’s broad experience navigating the complexities of strategic investment practices, Cabretta Capital’s clients will reap the benefits of long-term growth and tax advantage,” said Cabretta Capital President Brent Watts. “We’re excited to bring his skills to the table as we continue to expand Cabretta’s footprint.”
Speltz comes to Cabretta with an extensive background as an accomplished finance and business development professional with more than 30 years of leadership experience working with middle market and growth-oriented companies. Before joining Cabretta, he led business development for DHG’s private equity and transaction advisory teams, assisting buyers and sellers with their M&A and financial accounting requirements around the transaction.
Outside of his work with Cabretta, Speltz is heavily involved within the financial community and currently serves as a board member for the Atlanta Association of Corporate Growth (ACG), attending 25-30 ACG events across the country on an annual basis.
“I am ecstatic to be part of the executive team at Cabretta Capital and look forward to expanding our investor base,” said Speltz. “Tax credit solutions have been in place for a number of years; however many institutions and high net worth investors are not familiar with how effective these solutions are in mitigating their tax liabilities.”
