Debt Advisory

As an MSRB/SEC-Registered Municipal Advisor, We provide a fiduciary standard of care to each Municipal Advisory engagement. We represent our clients during all phases of the debt issuance process including the pricing, sale, and closing of their loans. In executing the financing plan, we enable clients to access the wide-array of capital markets including, but not limited to, rated and non-rated municipal bonds, bank debt, USDA, construction notes, HUD, tax credits, bridge loans, tax-backed debt, and commercial loans.

• Financing Due Diligence

  • Evaluation of Investment Grade Eligibility.
  • Coordinate Rating Agency Meetings.
  • Direct Institutional Investor Meetings.
  • Negotiations with Commercial and Government Credit Enhancers.
  • Solicit and Develop Domestic and International Commercial Bank Loan Syndication.
  • Compare Qualifications and Proposals of Investment Banking Firms.

• Transaction Management & Project Budgeting

  • Project Assessments; Replacement and Renovation.
  • Bond Financing Alternatives.
  • Insured Mortgage Loans.
  • Variable Rate and Intermediate Term Bank Loans.
  • Private Placements and Limited Offerings.

• Loan Execution

  • Cross Financial Market Interest Rate Analyses.
  • Historical Rate Reviews and Credit Benchmarking.
  • Loan Underwriting and Pricing Oversight.
  • Post Loan Closing Performance Reviews.

• Ongoing Client

  • Investor Relations; Financial Disclosure and Bondholder Interaction.
  • Financial Covenant Adherence.
  • Loan Servicing and Construction Disbursement Oversight.