Our core business can be divided into two broad categories: debt management municipal advisory services and general municipal advisory services. When debt is involved, we first help to identify the appropriate size of an issue and possible funding options, evaluate the legal authority, and consider sources of repayment. We then coordinate the financing, prepare a series of marketing documents including the preliminary and final official statements, and present the financing to market, as either a competitive or negotiated sale. In cash, fee, or grant financings, we provide advice and evaluations demonstrating the various financial considerations.
We serve as MA’s for competitive and negotiated bond sales, as well as “pay as you go” projects. Because we are not broker-dealers and do not sell bonds, we are interested in structuring the issue and arranging for the marketing of the bonds with the underwriting firm(s) that produce a balance between the lowest cost and the highest market penetration to the issuer. Our years of experience as Traders, Investment Bankers, Municipal Advisors and Client Advocates, give us the advantage of truly understanding the underwriting process and the professionals engaged to complete your projects.