Where We Work
California
Public Finance
Our Carlsbad-based team has more than sixty years of combined experience advising California bond issuers. With depth of experience on every type of bond financing permitted under California law, we are ready to help your agency implement its capital plan.
Columbia Capital's Carlsbad-based team has served California municipal bond issuers and borrowers for 30 years. Our experience spans general obligation and lease-revenue bonds, utility revenue bonds, special district financings, successor agency financings, special tax financings (community facility districts, special assessment districts, etc.) and tax and revenue anticipation notes, as well as pension bonds, tobacco securitization bonds, and public-private partnerships.
Columbia Capital has expertise advising:
- states and state agencies
- regional governments
- special districts
- cities
- counties
- community colleges
- K-12 districts
- public and private colleges and universities
- public utilities
- transportation agencies
- non-profits
- iconic issuers
Depth of Experience
14
Series 50
municipal advisors
10
Series 54
advisor principals
5
Series 65
investment advisers
450
California
Transactions
100
Percent committed to the practice of public finance
Services Offered
01
Conceptual Plan of
Finance Development
02
Transaction Financial
Advisory Services
03
CFD Formation
Advisory Services
04
Post-Issuance
Compliance
05
Rating Agency
Strategy
06
Bond Proceeds
Investment
Case Studies
Pension Bonds
Riverside County
In 2020 Columbia advised Riverside County on a pension bond financing that had been two years in the making. Despite COVID-19 pandemic uncertainties, the financing was a success, meeting the County's goals from the transaction.
Municipal Utilities
South Gate
Water Utility
Columbia Capital advised the City on a two-part water revenue bond refunding, allowing for the closure of the existing lien and the ability to issue the refunding bonds on a senior lien basis.
Lease-Revenue Bonds
City of
San Diego
In 2020 Columbia advised the City of San Diego evaluate and execute a taxable advance refunding in the wake of the COVID emergency, providing the City with refunding efficiency metrics, breakeven metrics, and interest rate sensitivity analysis.
Community Facilities District
Tejon Ranch
Mountain Village
The Tejon Ranch Corporation asked Columbia Capital to assist it in financing the infrastructure necessary to support its Mountain Village development, a project that, at full build-out, will include 3,450 homes, 160,000 sf of commercial development across 5,000 acres in Southern California.
Rating Strategy
Town of
Yountville
Columbia Capital developed a strategy to assist the Town in obtaining a rating when two rating agencies would not provide a rating if the Town Hall was used as collateral, due to its pre-renovation seismic condition.
Trusted
Issuers and borrowers large and small, from coast to coast, have relied upon Columbia Capital as a strategic advisor for 26 years.
Experienced
Columbia Capital combines 150 years of public finance expertise among its team of highly experienced, proven professionals.
Independent
Columbia Capital is unaffiliated with commercial and investment banks, insurance companies and others in the financial services industry.
Columbia Capital Management, LLC is a registered with the US Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB) as a municipal advisor. The firm is also registered with the SEC as a registered investment adviser. Columbia Capital has a statutory duty to serve its governmental clients as a fiduciary.
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