Municipal Advising

Municipal Advising

Every municipality will receive an advisor who will analyze, prescribe, and execute financial solutions aligned with the client’s best interest. We pride ourselves in the highly-personalized and customized services to every municipality.

How can we help you?
Charter Schools

Charter Schools
Public Schools
Private Schools

Municipal

Cities
Towns
Townships
Counties
Libraries
Utilities
Special Taxing Districts

Not For Profit

501 (c) 3
501 (c) 4
501 (c) 7

Higher Education

Public Colleges
Private Colleges
Public Universities
Private Universities

Municipal Advisor Services & Public Finance

  • Feasibility or Pro Forma Analysis
  • Continuing Disclosure Compliance
  • Monitor applicable local, state, and federal funding sources and legislative issues
  • Data Analytics Dashboards & Statistical Analysis
  • External Communications and Local Community Engagement
  • Preparation and/or Modernization of Internal Policies
  • Ongoing financial markets updates & their potential (or current)
    effects on clients debt and/operations
  • Local training and seminars on capital projects, debt strategies, etc.
  • Credit Rating Analysis and Advice
  • Debt Structuring
  • Debt Offering Documentation
  • Capital Planning