(215) 583-6803
Congress Asset Exchange, LLC, based in Pennsylvania, was founded by John Maggi, a former Director of Strategic Initiatives at Unisys Corporation. Initially, the company, known as Congress Exchange, catered to tax-advantaged transactions primarily for clients of major U.S. banks. It has since evolved to offer a broader range of services, including Special Purpose Entity (SPE) services for both large and small companies and individuals. The company has experience handling transactions ranging from $100,000 to over $200 million and emphasizes building long-term client relationships. Congress Asset Exchange collaborates with various financial, legal, accounting, and real estate professionals to provide unique strategies and opportunities tailored to meet diverse client needs, including financial, tax, operational, and risk management objectives. They ensure that all SPEs are structured to be confidential, independent, and cost-effective. However, it is not a member of the Federation of Exchange Accommodators.
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Pennsylvania
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