Financial Advisory

We help our clients access capital for their projects through municipal bonds, banks loans, state and federal loan programs, public-private partnerships, grants, pay-as-go sources, and more.

We were one of the first financial advisory practices to have dedicated individuals focused exclusively on helping our clients receive fair pricing for their bonds. Our professionals remain among the most active participants in the municipal securities market, and our transaction pricing group possesses extensive experience in both competitive and negotiated sales.

We see ourselves as both partner and guide, helping our clients develop and implement successful credit strategies that support their borrowing needs, while maintaining funding flexibility and sustainable finances.

Our solutions are never cookie-cutter. We challenge conventional wisdom and provide a platform for building value-added strategies. Equally important, we help our clients execute transactions efficiently and cost-effectively.

We design long-term plans of borrowing to fund our clients’ ambitions. As a financial advisor, we place our clients’ best interests first during each step of the capital formation process. Then, we stay with our clients along the way, as collaborators and advisors.

We incorporate our financial advisory professionals’ deep market expertise with sophisticated modeling capabilities, centralized bond pricing analysis, and the power of collaboration to advise on each client’s unique objectives.