Movers & Shakers: Momentus Securities, Kyle Bennett, & Gary Merson

August 14, 2025

Bob Coleman
Founder & Publisher

Movers & Shakers: Momentus Securities, Kyle Bennett, & Gary Merson

Momentus Securities and Mesirow Issue $122.75M A+ CDFI Bond Offering

“Community development financial institutions (CDFIs), and other community lenders such as certified development companies (CDCs) and credit unions, need more liquidity in order to help support economic growth throughout the United States, but they have long been unable to utilize the mainstream capital markets as a resource. We hope this successful bond closing will demonstrate the value of transactions like these for both the issuer and the investors,” says Jaime Aldama, President of Momentus Securities

Momentus Securities, LLC, and Mesirow Financial, Inc., have structured and managed one of the largest bond offerings ever by a community development financial institution (CDFI). Capital Impact Partners, one of the nation’s foremost CDFIs, has issued $122,750,000 aggregate principal amount of Taxable Bonds, Series 2025-1 (the “Bonds”), which closed on July 30, 2025. The Bonds were rated A+ by S&P Global.

The Bonds were issued in two tranches, with $54,000,000 aggregate principal amount issued at an annual interest rate of 5.335% and maturing on August 1, 2030; and $68,750,000 aggregate principal amount issued at an annual interest rate of 5.999% and maturing on August 1, 2035.

Capital Impact Partners will use net proceeds from the issuance of the Bonds to repay outstanding debt. By tapping into the capital markets to create balance sheet flexibility and further diversifying its debt sources, this transaction allows Capital Impact Partners to expand its lending, investments, and programmatic efforts to better support the creation and expansion of small businesses and community facilities in communities nationwide.

Momentus Securities works to bring down the costs of accessing the capital markets, Historically, impact-focused organizations have had limited exposure and access to the capital markets. The lending done by these organizations is often not at a scale that appeals to investors, nor has it been cost-effective for these organizations to utilize the capital markets to obtain more liquidity.


PlainsCapital Bank Welcomes Kyle Bennett to Dallas Lending Team

PlainsCapital Bank is pleased to welcome Kyle Bennett to its Dallas lending team as Vice President, Commercial Loan Officer. He will be based at the Bank’s One Victory Park location at 2323 Victory Avenue.

“Kyle has a great way of connecting with clients and helping them find the right path forward,” says Joe Pitch, President of PlainsCapital Bank’s One Victory Park location. “He knows the Dallas market well and has a strong track record of helping businesses grow. We’re excited to have him on board.”

Kyle has more than 10 years of experience in commercial lending, credit analysis, and relationship banking. Most recently, he operated LoanLink LLC, a commercial lending brokerage platform he founded to help businesses secure financing for commercial real estate, factoring, and business acquisition. His background also includes real estate and commercial and industrial lending roles at several community banks across the Dallas-Fort Worth metroplex.

“I enjoy working with business owners, getting to know what drives them, and figuring out how I can help them grow,” says Kyle. “PlainsCapital has a strong local presence and reputation, and I’m excited to join a team that’s truly invested in the community.”

Kyle holds an MBA in finance from Dallas Baptist University and a Bachelor of Science in finance from the University of Arkansas.


American Lending Center Welcomes Gary N. Merson as Senior Advisor

American Lending Center Holdings Inc. (ALCH), a federally designated regional center operator, is proud to announce that Gary N. Merson has joined the organization as Senior Advisor to support its growing EB-5 immigration services.

“I am thrilled to be working with John Shen and the team at American Lending Center, one of the leaders in the EB-5 industry,” says Gary. “I look forward to bringing over 25 years of experience in government and the private sector to support ALC and their investors in all aspects of EB-5 immigration law, policy, and compliance.”

Gary brings more than 25 years of experience in government and the private sector, with deep expertise in U.S. immigration law, policy, and compliance. Most recently, he served as Chief of Staff at the Office of the Citizenship and Immigration Services Ombudsman within the U.S. Department of Homeland Security (DHS), where he led the office’s EB-5 stakeholder engagement and policy work and previously chaired an interagency working group with U.S. Citizenship and Immigration Services (USCIS) and the Department of State to enhance coordination of visa queues and Visa Bulletin cutoff dates.

He also served as Chief Counsel (Minority) for the House Judiciary Committee’s immigration subcommittee, where he worked on bicameral, bipartisan EB-5 reform efforts that ultimately contributed to the passage of the EB-5 Reform and Integrity Act (RIA). His career additionally includes senior roles at the White House National Security Council and DHS Office of Strategy, Policy, and Plans.