top of page

OUR

SERVICES

We Serve Municipal Issuers

Non-profits

  • Hospitals

  • Senior Living

  • Higher education

  • Charter Schools

  • Other 501(c)3

Governments

  • Municipalities

  • School districts

  • Utilities

  • Transportation enterprises and authorities

  • Other districts and authorities

How We Serve You

  • Coaching and preparation for rating agency / investor meetings

  • Rating agency / investor presentations

  • Board education

  • Credit estimates

  • Disclosure review

  • Debt capacity analysis

  • M&A sensitivity analysis

We Serve Investors, Banks, and Lenders

​Who We Serve

  • Financial advisors

  • Banks

  • Wealth and asset managers

  • Portfolio managers

  • Insurance companies

  • Other financial institutions

How We Serve You

  • Credit training

  • Scorecards

  • Methodologies

  • Portfolio risk assessments

  • Surveillance

  • Sector outlooks & research

bottom of page