Informed, independent advice on bond financing.
Reaching your capital goals requires an informed assessment of the advantages of tax-exempt and taxable bond financing. Our expertise can be invaluable — and it is free of any conflict of interest.
A market that overlooks nonprofits.
A variety of not-for-profit organizations receive inadequate attention from the financial services industry. These organizations often operate without professional guidance in growing capital to build new or rehabilitate existing buildings, and to purchase mission-critical equipment.
Our expertise includes credit and debt-capacity analysis as well as detailed knowledge of financial products such as bonds, interest rate swaps, and other derivatives. We advise on the appropriate fees to pay and — most important — the appropriate interest rate given current market conditions. We have no vested interest in selling or promoting any particular product.
From plan to pricing.
Finance Plan Development
A complete plan of finance built around your project, credit, and capital objectives.
Competitive Solicitation of Debt Financing
Structured, competitive processes that put the market to work for you — not for the banks.
Rating Agency / Credit Enhancement Presentations
Preparation and presentation strategy for rating agencies and credit enhancers.
Rigor behind every decision.
Financial Modeling and Projections
Rigorous models that show the long-range implications of each financing option.
Evaluation of Financing Options
Objective comparison of tax-exempt, taxable, fixed, and variable structures.
Debt Policy Development
Clear, board-ready policies that govern how and when your organization takes on debt.
Credit and Credit Rating Assessment
An informed read on your credit capacity and how the market will view it.