Public Finance Services

• Financial Planning & Analysis
• Risk Assessment
• Program and  Policy Development
• Plan of Finance Development
• Implementation and Transaction Management
• Bond Rating and Bond Insurance Applications
• Competitive and Negotiated Sales
• Bond Pricing Negotiations and  Fairness
• Post Sale Analysis

Specialization and Experience

• City Halls and other Public Buildings
• County Teeter Plans and Short Term Financing Programs
• Redevelopment Projects using Tax Increment bonds
• Sewer, Water and Electric Improvements
• Park and Recreation Improvements
• Open Space Acquisitions
• Road Improvements
• Refundings, Refinancings and work-outs of defaulted bond issues
• Development Deals – using Mello Roos and/or Assessment Bonds
• Housing finance
• School Facilities
• Special Projects such as Tramways, Golf Courses, Hospitals, Museums, Apartments, and other Non-governmental Projects
• Floating Rate Bonds – Auction Rate or Variable Rate Demand and restructuring of existing floating rate programs
• Complex Public Private Partnerships

 

Other Services

• Banking Services Review
• Investment Policy, Cash Management, Treasury Operations
• Management Consulting on Public Sector Matters

Mission Statement

• To meet or exceed our Clients expectations by adding quantifiable value to the bond financing process or any other assignment we undertake.
• To remain completely independent and always provide independent and objective advice without conflicts of interest or special relationships with underwriters or banks.
• To effectively manage our time and that of the financing team to assure that our clients goals and objectives are met efficiently and within budget.