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.
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