Financial + Swap Advisory

  • Independent Registered Municipal Advisor

Capital Strategy

  • Capital Planning + Formation

  • Investment through Merger, Acquisition, Repositioning and Expansion

  • Recapitalization and Refinancing of debt

Structure x Execution

  • 501c3 Private Activity Bonds

  • Municipal Bonds

  • Bank Placements
    Interest Rate Swaps, IR Derivative and Rate Hedging Products

  • OMS Portfolios, GICs, Repos