Capital Planning

  • Structure short- and long-term capital plans for tax or revenue backed projects
  • Analyze tax rate impacts and revenue coverage effects
  • Monitor refunding opportunities


  • Structure debt to maximize credit strengths and mitigate negative impacts
  • Coordinate rating meetings and assist in presentation preparation
  • Coordinate bond insurance application and bid process

Working Group Management

  • Establish a transaction schedule for all parties to share
  • Facilitate communication between attorneys, underwriters, rating agencies, paying agents, and other team members
  • Collaborate with group to structure a transaction and present its credit strengths to achieve the lowest cost of financing

Other Transaction Services

  • Prepare offering documents and continuing disclosure
  • Ensure event notices are filed and continuing disclosure is updated as necessary
  • Coordinate closing process