Services
We deliver financial advisory and transactional services focused on partnerships with government, higher education, and quasi-public entities. We leverage our experience to set and execute transactional and goal-oriented financial strategies that facilitate achievement of our clients’ objectives.
Municipal Advisory
We deliver services designed to support our clients in their pursuit of goals for the management of debt portfolios and execution of debt transactions, including:
• Negotiated & Competitive Sales
• New Money & Refunding Transactions
• Rating Agency Strategy & Execution
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Financial Management
• Business Intelligence Dashboarding
• Business Process Analysis
• Cash Management Analysis
• Cash Flow Projections
• Budget Analysis , Reporting & Process
• Management Level Reporting
• Team Role Scoping, Team Building, Training
• Capital Planning
• Debt Portfolio Analysis & Management
• Investment Analysis
• Debt Reserve Funds
• OPEB Funds
• Stabilization Funds
• Financial Planning & Analysis
• Financial strategic goal setting and reporting
• Municipal securities compliance
procedures
•Cash Flow Projections
•Budget Analysis , Reporting & Process
•Management Level Reporting
•Team Role Scoping, Team Building, Training
•Capital Planning
•Debt Portfolio Analysis & Management
•Investment Analysis
•Debt Reserve Funds
•OPEB Funds
•Stabilization Funds
•Financial Planning & Analysis
•Financial strategic goal setting and reporting
•Securities Compliance
Procedures, Controls