Intera Capital Partners, LLC | 350 Highway 7 | Suite 135 | Excelsior, MN 55331

(952) 444-3800

(952) 444-3800

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Intera Capital Partners

About Us

A partnership-focused third-party marketing firm founded on the principle that relationships matter. 


Intera Capital Partners assists institutional investors, primarily insurance GA allocators and commercial banks and credit union executives, with innovative and unique investment offerings, market-leading benefit finance solutions, and best-in-class services that deliver revenue realization and cost management. 


We represent and assist select partner firms in delivering their capabilities tailored to our client's specific needs and objectives. Our service provider partners, each with proven expertise and track records, assist executive teams across a wide range of areas. 


With 25 years of experience partnering with insurance companies and commercial banks, we specialize in bringing together shared values and interests in commerce to create highly rewarding opportunities and solutions for the partners and clients we serve. 

Partner Offerings

Insurance Company-Owned Life Insurance (ICOLI)

Private Equity Insurance Dedicated Fund (IDF) Structure

Private Equity Insurance Dedicated Fund (IDF) Structure

Open Architecture, Bespoke ICOLI Structures | ICOLI Diagnostic Reviews and Remediation

Private Equity Insurance Dedicated Fund (IDF) Structure

Private Equity Insurance Dedicated Fund (IDF) Structure

Private Equity Insurance Dedicated Fund (IDF) Structure

Strong Performance Track Record | Premier Middle Market Private Equity Funds

Impact Investing | Affordable Housing MBS ETF (OWNS)

Private Equity Insurance Dedicated Fund (IDF) Structure

Impact Investing | Affordable Housing MBS ETF (OWNS)

Driving new mortgage capital into underserved communities in the U.S. | SVO-Identified Bond ETF 

NAIC A.1 Rating | Available as a Bespoke SMA

Bank-Owned Life Insurance (BOLI)

Supporting U.S. Agriculture Through Innovative Investing

Impact Investing | Affordable Housing MBS ETF (OWNS)

New GA BOLI Placement | New SA BOLI Placement

SA & GA Diagnostic Reviews and Remediation

Bank and Credit Union Performance and Cost Management

Supporting U.S. Agriculture Through Innovative Investing

Supporting U.S. Agriculture Through Innovative Investing

Data and payment contract optimization | Revenue enhancement/cost reduction strategies

Supporting U.S. Agriculture Through Innovative Investing

Supporting U.S. Agriculture Through Innovative Investing

Supporting U.S. Agriculture Through Innovative Investing

Real Estate Finance | CM1-Rated Ag Loans

LEVERAGING CAPITAL MARKETS FOR THE GREATER GOOD

Intera Capital has partnered with Community Capital Management (CCM) and Impact Shares to launch the OWNS ETF.  OWNS supports low-and moderate-income families (LMI) , minority families, and/or families that live in persistent poverty areas with a focus on increasing the flow of mortgage capital to support homeownership.


Impact Shares Affordable Housing MBS ETF (NYSE: OWNS) Celebrates Its First Anniversary: 

https://www.businesswire.com/news/home/20220816005370/en/Impact-Shares-Affordable-Housing-MBS-ETF-NYSE-OWNS-Celebrates-Its-First-Anniversary-Helping-to-Reduce-the-Racial-Wealth-Gap. 


Impact Shares Launches the Affordable Housing MBS ETF (NYSE: OWNS)

https://www.businesswire.com/news/home/20210727005207/en/Impact-Shares-Launches-the-Affordable-Housing-MBS-ETF-NYSE-OWNS?utm_campaign=shareaholic&utm_medium=copy_link&utm_source=bookmark

Community

Pictured: Nicole McKay, Newcleus, Jim Roberts and Joanie Skallman, Intera Capital Partners, and Magg

Second Harvest Heartland

It started with the idea of bringing people together, and thanks to the suggestion of our colleague and co-sponsor Jason Berman, SRM, Intera Capital's 2022 Bass Fishing tournament became a benefit fundraiser! 


The tournament winner, Mike Newburg, selected Second Harvest Heartland as the recipient of his grand prize and we had the great pleasure of presenting a check to Maggie Overman Larson, Development Officer at this life-changing organization. 


Hunger Facts:

A surprising number of families in our communities are going hungry.  In 2021, 1 in 8 kiddos in Minnesota did not know where their next meal would come from. Black, Hispanic, and Indigenous households are at least twice as likely to experience food insecurity, and demand for emergency food assistance is up 60% year over year. 

There is help: https://www.2harvest.org

2022 Benefit Bass Fishing Tournament, lake Minnetonka, MN


Copyright © 2023 Intera Capital Partners LLC - All Rights Reserved.

  

“Securities and Investment Advisory Services offered through The Leaders Group, Inc.  Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Intera Capital Partners, LLC is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.”

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