BLX

FORM ADV
BLX
BLX

Sample Client List – Financial Advisory

  • Martha’s Vineyard Land Bank
    Massachusetts
  • Thomas Jefferson School of Law
    California
  • The Colburn School
    California
  • St. Mark’s School
    Massachusetts
  • California Science Center
    California
  • Florida Institute of Technology
    Florida
  • Sanford Burnham Medical Research Institute
    California
  • Pine Crest School
    Florida
  • Alliance Health & Human Services
    Massachusetts
  • Dexter-Southfield School
    Massachusetts
  • Coastal Academy Charter School
    California
  • YMCA of Central Arizona
    Arizona
[more]
  • Goodwill of Central Arizona
    Arizona
  • Southern New Hampshire University
    New Hampshire
  • City of Fort Collins
    Colorado
  • Jefferson County
    Colorado
  • Boulder Valley School District
    Colorado

 



Independent Financial Advisory

Securing tax-exempt financing is a challenging and continually changing process for borrowers who seek to finance new projects or refinance existing debt. Capital planning and transaction management demand a solid understanding of complex technical and market issues. As an experienced financial advisor, BLX provides an independent perspective on the choices and decisions which tax-exempt borrowers make as they prepare for a bond issue. On advisory engagements, we operate exclusively as the borrower’s independent representative, and our obligation is to provide information and advice which services our client’s best interest in the planning and execution of a bond transaction.

Debt Advisory Services Offered by BLX[more]

  • Provide debt capacity studies and capital planning analysis
  • Evaluate financing options and alternative debt structures based upon credit and market conditions and associated risks and costs
  • Assist in selecting a method of sale from options including negotiated bond sales, competitive bond sales, state loans, or bank loans
  • Assist in requesting, evaluating, and selecting proposals for capital financing packages from qualified firms
  • Assist in the review and preparation of bond financing and disclosure documents
  • Assist rating agency and credit presentations
  • Negotiate and reviewing terms and conditions of credit enhancement products
  • Provide bond pricing advisory services to determine the fairness of the final terms and interest rates proposed by underwriters

Related Services Offered by BLX[more]

 

For more information, or questions please contact:

Glenn Casterline
213 612 2229
gcasterline@blxgroup.com

©2017 BLX Group