To discuss how TFA can help your Tribe, please contact us today for a free consultation.
Formed in 2009 by bankers specializing in Native American finance, TFA is dedicated to helping Indian Tribes with their financial needs, including finding new loans, refinancing existing loans and providing strategic financial advisory services. Our Tribal Board of Advisors gives us unique insights to address your changing needs and helps us see Tribal finances from your perspective.
Negotiating critical financial agreements – sitting on your side of the table to get your Tribe the best business deal possible
Analyzing all debt alternatives available and creating strategic, customized solutions to meet your needs
We utilize our relationships and credibility with banks and other financial institutions for your benefit
Analyzing economic diversification opportunities
Providing “doable” outcomes grounded in financial modeling, practical solutions, and unrivaled experience
Unbiased and conflict-free financial advice based on what’s in the Tribe’s best interest. We are 100% independent – we are compensated only by our Tribal clients.
Develop creative solutions to meet the Tribe’s needs first.
Our Tribal Board of Advisors provides us insight into social and political factors to consider in addition to financial impacts.
Focused on delivering the lowest cost solution for Tribal clients.
Our goals are aligned with the Tribe’s goals to obtain a fair and market transaction and that the long-term financial health of the Tribe is not at risk.
TFA principals have done more transactions in Indian Country than any other team – we know what can realistically get done.
We collectively bring years of expertise and creative leadership in Indian Country and on Wall Street to the Tribe’s side of the table.
TFA has raised nearly $3 billion of debt for Tribes since our formation in 2009.
We provide a large team of experienced bankers to do the heavy-lifting of financial analysis, enhancing a Tribe’s existing finance team.
We understand we work for the Tribe and our unbiased advice always focuses on Tribal governmental goals.
Our team of professionals has collectively raised over $17 billion of capital for Tribes since 1995, and nearly $3 billion since our founding in 2009. TFA’s experience, expertise and credibility is unmatched in the area of Native American finance.
Kristi co-founded TFA in 2009 with the express purpose of enhancing the quality of advice for Tribes related to their financing-related issues. She has over 16 years of experience in the investment and commercial banking industry, and in her prior role, was a Managing Director with Banc of America Securities. There, she led the team that financed Native American gaming businesses, a group which held an over 70% market share in lead-managed deal volume across the industry. Kristi was responsible for deal teams that sole book ran and lead arranged over $13 billion in syndicated bank loans, high yield securities, tax-exempt bonds and furniture and equipment financings for over 30 different tribes. She holds a bachelor’s degree in economics and mathematics from the University of California at Irvine and an MBA from The Anderson School of Management at UCLA.
David provides TFA’s clients with solution-oriented advice and strategies related to Tribes’ debt needs. As a Managing Director for Banc of America Securities, David ran the gaming, lodging and leisure debt structuring and syndication group. With over 25 years of banking experience, David has been the primary architect and lead structurer for numerous corporate gaming and Native American syndicated loans. Since 2003, he has been involved in over 100 transactions representing over $90 billion including $7 billion in Indian country. While at Bank of America, David and his team were consistently #1 every year in gaming transactions and dollar volume.
Bill has worked at TFA since the firm’s inception in 2009 and has worked in Indian Country for over six years. He has over nine years of investment banking experience and has helped raise over $6 billion of capital as well as worked on a variety of strategic advisory and M&A transactions. At TFA, Bill has assisted tribes with capital raising, refinancing existing debt and provided strategic financial advisory for issues involving loan extensions, debt restructuring, per capita plans, project financeability and accessing the BIA/IEED’s loan guaranty program. He received an M.B.A. from the USC Marshall School of Business and a B.A. in Economics from the University of California at Berkeley. In addition, Bill has earned the right to use the CFA designation.
Jeff has over fifteen years of investment banking experience, with over twelve years at Banc of America Securities in various roles including Syndicated Finance, High Yield Capital Markets and, most recently, as a Principal in the Global Corporate and Investment Bank Real Estate, Gaming and Leisure Industries. There, Jeff focused primarily on Native American gaming transactions as well as a variety of greenfield and expansion casino development projects. Since 2005, Jeff has been involved with over $8 billion of gaming-related transactions, including over $3 billion in Indian country.
Chance graduated from Princeton University in 2012 with a degree in Economics and a minor in Finance. Prior to joining TFA, Chance worked as a Financial Analyst at Merrill Lynch.
Braxton joined Tribal Financial Advisors in July 2012 after graduating from Claremont McKenna College with a degree in Economics-Accounting with a focus on Financial Economics. Since joining TFA, he has been primarily responsible for coordinating research, financial modeling and analysis in connection with our client transactions.
Brian currently serves as an Executive Liason and Bear Clan Representative for the Oneida Indian Nation. He has created economic and social opportunities for his people that include comprehensive health and community programs, housing, education initiatives, language and land/zoning stewardship programs. He is the President of the United South and Eastern Tribes(USET) which represents 26 federally recognized tribes from Texas to Florida to Maine
Tom currently operates Carlyle Consulting of Alexandria Virginia, serving a number of clients on Capitol Hill (including NIGA) and is a member of the Blackfeet Nation. Tom is an advocate/lobbyist for Indian country, was the main whistle-blower in the Jack Abramoff scandal and he appeared in the Sundance Film Festival documentary release Casino Jack and the United States of Money. He has received academic ethics accolades for his efforts – the Tom C. Rodgers O-tee-paym-soo-wuk Ethics in Government Scholarship by the University of Denver Sturm College of Law was named in his honor. Tom holds a B.A. in Political Science and Economics from the University of Denver, a J.D. and a L.L.M. in Taxation from the University of Denver College of Law, a Master of International Public Policy – China Studies from Johns Hopkins University and attended the Robert McDonough International Executive MBA program at Georgetown University.
Valerie was recently named Acting Director of the Arizona Indian Gaming Association after serving as Deputy Director. Previously she was CEO of Gaming Strategies Group where she promoted business development with Tribal enterprises, governments and tribal and individually-owned businesses. She consulted to the Oklahoma Indian Gaming Association, Casino Omaha, Global Gaming Group, Arizona Indian Gaming Association and Dick Clark Signature Entertainment. She was also Vice President and General Manager at Borrego Springs Bank and provided marketing and public relations services to Viejas Enterprises. In addition she has held management positions with companies including Travelers Express, Ceridian/Comdata Corporation, Service Data Corporation and American Express. Valerie was named in 2004 as one of the “Top 25 People to Watch” by Global Gaming Magazine.
John is a member of the Kiowa Tribe of Oklahoma and currently serves as a Principal in Navigators Global, a political affairs firm based in Washington, D.C. where he leads the tribal affairs practice which provides advocacy and counsel on a range of tribal affairs policy issues at the state and federal level. He also currently serves as policy advisor for the Oklahoma Indian Gaming Association. Prior to Navigators, John was senior legal counsel for Senator Ben Night Horse Campbell and Staff Director for Senator John McCain when they Chaired the Senate Indian Affairs Committee and was engaged in private practice providing legal and legislative consulting services to Tribes. Previously he also served as the General Counsel and Legislative Director of the National Indian Gaming Association (NIGA) and the Acting General Counsel for the Oneida Indian Nation of New York. John received a J.D. from Cornell Law School and a B.S. from Oklahoma State University.
Daniel is presently serving as the Chairman of both the Sycuan Band of the Kumeyaay Nation and the California Nations Indian Gaming Association (CNIGA). He previously served as chairman of CNIGA between 1995 and 2001. In his role as CNIGA chairman he has led more than 70 California tribes in the quest to protect tribal gaming rights. He pioneered the first successful tribal gaming legislation in California history to win bi-partisan support. During Daniel’s tenure as Sycuan’s chairman the tribe has developed the Sycuan resort into a leading destination resort which has allowed the Sycuan tribe to diversify their tribal economy and social educational programs.
More capital raised than any other Tribally focused independent finance company.
Largest team of dedicated Tribal finance professionals anywhere.
TFA advised us every step of these complex transactions. This refinancing is very important for the future of our Tribe, as we are poised to save millions of dollars in revenue share payments, interest expense and management fees. With TFA at our side, we were able to obtain a very good deal for Shingle Springs.
Nick Fonseca, Chairman
Shingle Springs Band of Miwok Indians
To discuss how TFA can help your Tribe, please contact us today for a free consultation.