Communicate with and educate residents on strengths and potential risks of project transactions
Guide the District in determining the optimal financial structure and appropriate bond issuance size to support debt capacity and IRS compliance
Assist disclosure counsel in drafting the warrant offering circular and bond official statement
Prepare required IRS forms, act as a liaison between the District and bond counsel; manage all warrant-related tasks
Develop financial plans and cash flow models, structure the debt issuance, and coordinate all closing activities
Identify qualified underwriters, negotiate terms and rates, and advise the Districts on financing alternatives and final bond pricing
Oversee underwriting bids, provide recommendations to the District, and award bonds to bidders
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 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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