As Financial Advisor, we are the fiduciary to school districts and put the interests of our clients before our own. As regulatory requirements finance professionals and districts expand and public scrutiny of school bond financings increases, it has never been more important to have an independent voice in your corner. School districts enlist the help of a Financial Advisor to navigate the complicated aspects of municipal financings and to provide financial advice with no conflicts of interest.
We are responsible for managing the overall financing, establishing the parameters of the bond deal (timing, method of sale, terms, and structure), reviewing legal documents, preparing the District for bond ratings and insurance, and advising on the sale of bonds via a competitive or negotiated sale. We assist districts on all types of financings including:
- General Obligation Bonds
- Certificates of Participation (COP)
- Community Facilities District Bonds (Mello Roos)
- Bond Anticipation Notes (BAN)
- Refunding bonds