Servicing Professionals in Public Finance for over 35 Years
For over 35 years we have been retained by municipal underwriters, financial advisors, bond attorneys and debt administrators to assist them in “running the numbers” and preparing documents and studies in connection with a wide variety of tax-exempt and taxable debt financings and special projects. These financings and special projects include new money and refunding bond issues, pooled financings, bond defeasances, escrow re-structurings, fair value reports, financial feasibility studies, pro-forma debt service coverage projections, and other complex assignments. Please click on “Services” for more information about the professional services we provide.
Servicing Professionals
Our clients engage us because of our proven ability to deliver clear, accurate and understandable reports on a timely basis.
Bond Sizing and Structuring
We specialize in sizing and structuring complex new money and refunding bond issues for all types of tax-exempt and taxable bond and note issues.
Complex Cash Flow Modeling
Our staff is highly experienced in modeling complex cash flow scenarios that incorporate an issuer’s revenue and expense estimates.
Independent Review and Analysis
Many of our clients retain us for an independent review and analysis of their complex cash flow projections.
Debt Administration
In addition to proposed new money and refunding issues, an issuer may have numerous series of bonds outstanding that need to be aggregated and reported externally.
Document Preparation and Review
Our experienced personnel are available to help write and review the documents that are essential to every bond financing.
Evaluation of Bids and Proposals
We are highly experienced in confirming the accuracy of bids received at competitive sales as well as evaluating proposed financing plans.
REFUNDING VERIFICATION SERVICES
Since 1999 we have prepared numerous independent verification reports in connection with current and advance refunding’s throughout the United States.
