Summary of Experience
  • Over 20 years experience  as an independent Advisor.
  • Direct experience on over $9 billion in capital financing through sale of bonds.
  • Direct experience on over 285 bond issues including both competitive and negotiated sales.
  • Expertise in revenue bonds for water, wastewater and electric systems, redevelopment tax allocation, general obligation, lease revenue, and land secured assessment and CFD bonds.
  • Experience in structuring and negotiating complex public private partnerships.
  • High level experience in municipal financial management and policy.
  • Serving both California and Hawaii.
Representative Experience
  • Served as Financial Advisor on sixteen issues for over $760 Million in bonds for the Riverside County Economic Development Agency.
  • Served as Financial Advisor to the Carson Redevelopment Agency in negotiating, developing and completing the public financing plan for the  environmental remediation of the $850 Million Boulevards of South Bay in Carson.
  • Served as Financial Advisor to the Mountains Recreation and Conservation Authority, the operating arm of the Santa Monica Mountains Conservancy, on the formation and issuance of $13.1 and $14.8 Million Hollywood Hills Open Space Assessment District No. 1 and 2. bond issues.
  • Served as Financial Advisor on the $10 Million variable rate and $11.4 fixed rate insured revenue bonds for the Mt San Jacinto Winter Park Authority's renovation of the Palm Springs Tramway. Negotiated foreign currency hedge for construction contract.
  • Served as Financial Advisor to the City of Calabasas on it's $35 Million Calabasas Civic Center Certificates of Participation.
  • Served as Financial Advisor to the City of Santa Clarita on the competitive bid of it's $13.78 Million in Lease Revenue Judgment Bonds.
  • Summary of Transaction Experience Since 2003 - link


Financing Structures
Certificates & Participation
Sewer Revenue Bonds
Lease Revenue Bonds
Electric Revenue Bonds
Tax Allocation Bonds
Variable Rate Bonds
General Obligation Bonds
Hospital Revenue Bonds
Mark Roos Bonds
Synthetic Fixed Rate Bonds
Taxable Bonds
Mello Roos Bonds
Escrowed Bonds
Assessment Bonds
Water Revenue Bonds

home | staff | services | experience | media | contact us