Who we serve

We understand that many of our clients will access the bond markets, on average, once every several years.  Our goal is to lead our clients through the process and assist them in securing financing that best meets their individual needs while obtaining the lowest possible cost of funds.   Our team provides a deep understanding of the marketplace and quantitative technical knowledge to serve our clients through every phase of the finance process.

SPFI advisors have vast experience in numerous specialty areas including:

WHO WE SERVE

Cities and Towns

Cities and Towns

⦁ Assistance with the bond election process
⦁ Assistance navigating the bond rating process
⦁ General obligation bonds
⦁ Assistance with capital improvement plan financial modeling
⦁ Certificates of Obligation
⦁ TIF Financings
⦁ Water / Sewer Revenue Bonds
⦁ Special tax financings (i.e. Hotel Occupancy Taxes)

Counties

Counties

⦁ Assistance with the bond election process
⦁ Assistance navigating the bond rating process
⦁ General obligation bonds
⦁ Assistance with capital improvement plan financial modeling
⦁ Certificates of Obligation
⦁ Jail financings
⦁ Tax Notes
⦁ Special tax financings (i.e. Toll Roads, Road and Bridge Tax, etc.)

Economic Development

Economic Development

⦁ Assistance navigating the bond rating process
⦁ Assistance with capital improvement plan financial modeling
⦁ Special tax financings (i.e. Sales Tax Revenue, etc.)

Special Districts

Special Districts

⦁ Assistance navigating the bond rating process
⦁ Assistance with capital improvement plan financial modeling

Water Supply

Water Supply

⦁ Assistance navigating the bond rating process
⦁ Assistance with capital improvement plan financial modeling

School Districts

School Districts

⦁ Assistance navigating the bond rating process
⦁ Assistance with capital improvement plan financial modeling
⦁ Experience with 313 Agreements

Charter Schools

Charter Schools

Charter school financing transactions are arguably the some of the most complex in the market. SPFI provides the charter school boards and leaders experience to navigate the transaction swiftly and in terms that are the most efficient for the school.
⦁ Model project cost/debt payments
⦁ Identify and analyze financing solutions
⦁ Organize financing team members
⦁ Hold team members accountable
⦁ Negotiate best terms for the school
⦁ Assist with on-going reporting after the closing

Community Colleges

Community Colleges

⦁ Assistance navigating the bond rating process
⦁ Assistance with capital improvement plan financial modeling

Public Power

Public Power

⦁ Assistance navigating the bond rating process
⦁ Assistance with capital improvement plan financial modeling
⦁ Experience with ERCOT Participants