Conduct quantitative and qualitative analysis based on information provided by the developer and engineer to determine a maximum total tax levy needed
Assess market conditions, identify viable funding strategies, and recommend the most effective path forward
Obtain financing commitments from a reputable underwriter at terms favorable to the District and assist in the selection of finance team members and other related professionals
Analyze the impact of final costs on the levy, cash flow, and projected budget
Evaluate the District’s annual budget and cash flow to recommend appropriate bond and general fund tax levies; coordinate with the District’s other professionals to advise on cash management and recommend adjustments to the financing plan and debt structure to best support the District’s needs
Monitor the District’s outstanding debt and identify opportunities to optimize structure and interest rates
Yes, we are financial advisors specializing in CIDs, but more than that, we are educators and communicators. We gather the necessary and correct information to complete your project efficiently and cost-effectively, keeping you informed every step of the way.
We manage every stage of the transaction from start to finish—from evaluating financing options and negotiating with underwriters and direct purchasers to structuring general obligation bonds and coordinating settlement.
Learn MoreAfter bonds are issued, we ensure ongoing compliance with IRS and SEC requirements while providing continued analysis to maintain the District's long-term financial stability.
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