Services

Our services are comprehensive, dealing with your project from its inception through financing to occupancy or completion. The services we offer may be divided among these three phases:

·                             Project and Finance Planning

·                             Bond Sale

·                             Post Marketing Phase

We offer substantial assistance to our clients during the planning phase to structure the most efficient financing package available, and then help develop community consensus in favor of the project. By being able to plan an efficient financing package from the outset, we are able to obtain the most competitive interest rates during the bond sale (marketing and distribution) phase. Our services do not stop there. Afterwards, we recommend investment strategies for construction funds to maximize the interest to be earned on bond proceeds. Following is a table of some of the specific services we provide. 
 

Planning Phase

Bond Sale

Post Marketing

Extensive Modeling

Pre-Marketing with Investors

Investment Advice

Community Consensus Activities

Setting Rates

Reinvestment

Consideration of Alternatives

Finding Multiple Orders

Monitor Refinancing

Structuring Advice

Underwrite Unsold Bonds

Continuing Disclosure

Timetable Coordination

Legislative Aid

Document Review

Disclosure Materials

Rating Agency Presentations

Credit Enhancement Analysis