Coordinate construction fund warrant interest payments, track site development progress, and identify potential bond refunding opportunities
Prepare and submit continuing disclosure filings in accordance with SEC rules; assist the District with IRS filings, data tracking, and regulatory compliance
Monitor bond and general fund cash balances, provide investment direction to the County Treasurer, and coordinate the redemption of the general fund and construction fund warrants with cash
Restructure complex debt, conduct credit analysis, negotiate with creditors on behalf of the District, and implement plans of adjustment
Yes, we are financial advisors specializing in SIDs, 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.
It all begins with a comprehensive feasibility analysis and coordination with cities, counties, and adjacent developments prior to the SID commencing the installation of the infrastructure improvements.
Learn MoreWe 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.
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