What is a Municipal Advisory Firm?
A municipal advisory firm is a financial services firm that specializes in providing advice and guidance to state and local governments, as well as other public entities, regarding their financial and capital markets activities. These firms assist governments in managing their debt issuances, financing infrastructure projects, and making strategic financial decisions.
We work closely with government officials, including finance directors, treasurers, and other decision-makers, to provide tailored analysis, financial advice, and support. Our objective is to help governments optimize their financial operations, access capital markets efficiently, and make informed decisions that benefit their communities.
A Holistic Approach
Our vision is to become a go-to for government support. Depending on the type of project and the needs of the municipality, we offer a variety of services in addition to traditional financing.
We also believe in the importance of engaging the public. Public engagement efforts may include interviews with external stakeholders, the formation of a citizens committee, the design and deployment of a community survey, and multimedia creation.
We offer a range of services to our clients, including:
Assisting in development and implementation of financing plans.
Examples: Bonds, Private Placements, Leases, Bond Bank, Insurance, Ratings, DEQ & USDA-RD, ARPA, Impact Fees, Grant Admin
Providing modern and advanced planning and development project review services
Examples: Strategic/Comp/Master Plans, P&Z, Site Selection, Facility Plans, Design Team, Project Management
Delivering programs, policies, and activities to improve the economic well-being of communities.
Examples: Urban Renewal, P3, Downtowns, Development RFP, Highest-Best-Use, Market Analysis, Economic Impact
Helping to raise capital and provide financial consultancy services to clients.
Examples: RFP, Latent Funds, Process/System Innovation, Bond Fund Investment
Developing revenue and expenditures projections for use in preparing operating budgets, forecasts, and other management reporting.
Examples: Budget & Accounting Support, Financial Projections and Policies, What If analysis, Comprehensive Financial Planning
Assisting in the communication of organizations and individuals to achieve business objectives and community outreach.
Examples: Elections, Surveys, Marketing, Messaging, Social Media, Intergovernmental Solutions, Regionalization