Conduct quantitative and qualitative analysis based on information provided by developer and engineer
Take into consideration market conditions, identify, and then recommend the best choices
Attain underwriting commitment with a reputable underwriter at terms favorable to the District and assist the District in the selection of finance team members and bond disclosure counsels
Conduct impact analysis on levy, cash flow, and projected budget due to final costs
Recommend bond and general fund tax levies to the District subsequent to annual budget cash flow analysis and consultation with an attorney, accountant, engineer, developer, and the District. Make recommendations for cash management and adjustments to the financing plan and debt structure optimal for the District
Conduct ongoing analysis of the District’s outstanding debt and identify opportunities to optimize structure and rates
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.
Start to finish, we manage every stage of the transaction. From financing options and negotiations with third-party underwriters and direct purchasers, the structuring of general obligation bonds, to the settlement of bond transactions.
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After bonds are issued, we ensure the SID remains IRS and SEC compliant and performs ongoing project analysis to keep the District on a sound financial path.
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