Experienced College and Nonprofit
Longhouse Capital Advisors, LLC is a national financial advisory firm headquartered in Chicago with a southwestern regional office in Tucson and a regional office in the Minneapolis area. We are independent. We have no ties to any commercial or investment banks. We provide objective analysis, customized solutions, transparent processes and reliable execution for colleges, universities, schools, cultural institutions and other nonprofit organizations seeking to make sense of a constantly shifting financial marketplace.
The Longhouse Difference
We Put You First
Longhouse is registered as a Municipal Advisor with the Securities and Exchange Commission (“SEC”) and Municipal Securities Rulemaking Board (“MSRB”). MSRB Rule G-17 requires that all officers, directors, and employees of Longhouse deal fairly with all persons. Also, in conducting its municipal advisory activity to nonprofit clients, Longhouse is subject to a duty of care meaning Longhouse representatives must possess the degree of knowledge and expertise needed to provide our clients with informed advice.
Longhouse also must make a reasonable inquiry as to the facts that are relevant to a client’s determination as to whether to proceed with a course of action or that form the basis for any advice provided to the client. Longhouse must undertake a reasonable investigation to determine that it is not basing any recommendation on materially inaccurate or incomplete information.
We Are Dedicated to Your Goals
We are named after one of the earliest multi-family structures built by man, the longhouse, a Native American multi-family residence containing the extended matrilineal family. A symbol of diverse people working together to achieve a common purpose; we strive to emulate the longhouse spirit in helping each client to achieve their own unique goals.
We Have the Experience You Need
Longhouse principals have more than 40 years of municipal debt and financial advisory experience and together have worked on college and nonprofit financings in 18 states. We have worked in every market: short-term and long-term, fixed and variable rate, non-rated and rated, enhanced and unenhanced, taxable and tax-exempt. We have helped clients who have placed debt with every type of financial partner, including banks, institutional investors, non-profit lenders and governmental lenders, such as the United States Department of Agriculture.
Our clients’ financings have ranged in size from $1 mm to over $100 mm, and Longhouse has worked with borrowers at the highest bond rating levels, as well as with those who are in “work-out” status with their creditors. Our engagements vary in scope; we often work on large, comprehensive financing transactions, but have helped clients with smaller needs: obtaining lines of credit; achieving first-time bond ratings and securing waivers for covenant defaults.
We Will Ensure You Meet Your Responsibilities
We recognize that your managers and board members face growing demands from stakeholders to ensure that complex financing arrangements are explainable, fairly arrived at and in the best interests of the institution. Our commitment to competitive processes and our deep knowledge of financial markets and resources provides our clients with transparent information about their financing options.
We invite you to meet the members of our leadership team, at least one of whom will be involved in every client relationship.
Michael BoisvertFounder and President
Michael Boisvert has 28 years of investment banking and financial advisory experience serving the financing needs of public and private universities, private K-12 schools, YMCAs, cultural institutions and social service organizations. He has helped more than 75 college and nonprofit borrowers to complete their financings.
Prior to founding Longhouse in 2011, he headed up the National Higher Education and Non-Profit Financing practice for BMO Capital Markets and for Griffin, Kubik, Stephens & Thompson, Inc. Prior to working as an investment banker, Mr. Boisvert served as an executive assistant to the Governor of Nevada and as a campus planner for Cranbrook Educational Community.
Mr. Boisvert received his Bachelor’s degree in Public Affairs from the University of Chicago, holds a Master’s degree in Public Affairs and Urban and Regional Planning from Princeton University and a Master of Business Administration from Columbia University.
Lindsay M. WallManaging Director and Partner
Lindsay M. Wall is a founding partner of Longhouse. Ms. Wall’s experience includes advising and managing transactions for colleges and universities, social service agencies, cultural institutions, private K-12 schools and charter schools.
Prior to joining Longhouse, Ms. Wall was a public finance investment banker at BMO Capital Markets and at Griffin, Kubik, Stephens & Thompson, Inc.
She holds a Master of Public Policy from the Harris School of Public Policy at the University of Chicago and a Bachelor of Arts in Religious Studies from Princeton University.
Ms. Wall is active in the not-for-profit community in Chicago and nationally. She is the Secretary of the Board of the National Association of Municipal Advisors and also served as Treasurer of the Board of Women in Public Finance. She is also a former Board Member and Committee Chair of AlumniCorps, a nonprofit focused on mobilizing people, organizations, and networks for the public good.
Steve JohnsonManaging Director
Steve Johnson joined Longhouse in 2021 after having previously served as the Principal of SJ Advisors, a municipal advisory firm, for the 10 prior years. Mr. Johnson has over 15 years of experience as a Financial Advisor and Swap Advisor and is enthusiastic about helping institutions that do so much good for their communities and the world – once an Eagle Scout, always an Eagle Scout. He leads Longhouse’s derivatives practice.
Prior to starting SJ Advisors, Steve presented analysis and insights as a consultant with Bain & Company and in finance with Target Corporation. Prior to that he worked on international projects as an Air Force Officer and as an expat in India for the private sector. This diverse experience helped him develop flexibility, a respect for other cultures, and an everlasting appreciation for the privilege of living in this country.
Mr. Johnson holds a B.S. in electrical engineering from Rensselaer Polytechnic Institute, an M.S. in controls and systems engineering from the University of West Florida, and an M.B.A from the Wharton School at the University of Pennsylvania.
Ann C. KochSenior Vice President
Ann C. Koch joined Longhouse in 2016. She has been actively involved in public finance for more than 15 years, providing lead execution support on more than 45 senior managed bond transactions. Ms. Koch is responsible for providing analytical and quantitative support and coordinating the execution of general obligation and revenue-backed financings. She has worked with a variety of governmental, higher education and non-profit entities throughout the Midwest.
Ms. Koch previously held positions at Griffin, Kubik, Stephens & Thompson, Inc., BMO Capital Markets and Piper Jaffray & Co.
She earned a Bachelor’s Degree in Management from John Carroll University in Cleveland, Ohio. Ms. Koch is also a past Board President of Women in Public Finance.
Joanne ThorndikeSenior Vice President
Joanne Thorndike joined Longhouse in 2021 as a Senior Vice President and has more than 20 years of experience in municipal finance. Prior to joining Longhouse, Joanne was a Managing Director at SJ Advisors and at BLX Group, both municipal advisory firms. Joanne began her career in public finance working at First National Bank of Boston as a municipal credit analyst on behalf of the bank’s municipal trading and underwriting functions in the capital markets division. Joanne then worked as financial advisor to New England cities, towns and states for general obligation bond and note issuances in the municipal finance department of Shawmut Bank. Joanne was also a founding partner of Burke, Perry & Thorndike LLC, a boutique financial advisory firm, focusing on nonprofits.
Joanne graduated from Colby College with a B.A. degree in Economics. She also earned a M.B.A. from the FW Olin Graduate School of Business at Babson College.
Get In Touch
Contact us directly at (312) 488-9815 or (520) 276-0828, or complete an online form to request a consultation.Contact Us Today