Helping local government effectively manage the bond issuance process

Financial Advisors-Public Finance
Registered with the SEC and the MSRB         
 
Established
  • Incorporated in 1990
  • Over 20 years of experience in California
Experienced
  • Financial Advisor on over 285 Underwritings
  • Financial Advisor on over 9 billion dollars in bonds
  • Specialist in Development Financings
  • Experience in Governmental Management and Policy
Independent
  • Independent - No conflicts of interest or special relationships with Bond Underwriters
  • Registered with the SEC (Securities and Exchange Commission) and the MSRB (Municipal Securities Rule Making Board)
Highly Effective
  • Proven track record of meeting or exceeding expectations
  • Years of experience with major underwriters
  • Competitive & Negotiated sales
  • Results oriented
Exceptional Service
Highly focused firm committed to meeting your financing objectives
  • City Halls and Other Public Buildings
  • Redevelopment Projects
  • Sewer, Water and Electrical Improvements
  • Park and Recreation Improvements
  • Open Space Acquisitions
  • Road Improvements
  • Refundings and Refinancings
  • Development Deals - using Mello Roos and/or Assessment Bonds
 
 
 
 
 
 
home | staff | services | experience | media | contact us