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Our Services

Municipal Advisory

Debt Management Policy Preparation

Secondary Market Disclosure

  • Debt structuring
  • Debt affordability analysis and review
  • Capital financing program preparation
  • Debt portfolio management
  • Credit rating management
  • Offering and legal document review
  • Investor management and outreach
  • Pricing negotiation

Secondary Market Disclosure

Debt Management Policy Preparation

Secondary Market Disclosure

  • Preparation and filing of annual reports
  • Monitor rating changes
  • File material event notices
  • File voluntary disclosures

Debt Management Policy Preparation

Debt Management Policy Preparation

Debt Management Policy Preparation

  • Prepare annual debt management policy updates
  • Development of policies and best practices

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