Approach

Experience You Can Rely On

We pride ourselves in being dedicated to meeting the needs of California school districts. We consistently strive to design and implement programs that provide the necessary resources to improve facilities. Our array of services is extensive and our integration of disciplines saves our clients money, management resources, and time. Our goals are simple.

  • Increase academic performance
  • Improve General Fund sustainability
  • Enhance the functionality and appearance of school facilities

Our experience is extensive. We have provided similar services to over 200 of your colleagues throughout the State.

We are committed to transparency. We demystify the process, serve as your owner representative, and work at the direction of the District.

We have done transactions of the size you may be contemplating. With over 140 active clients throughout the State, we are prepared to undertake and successfully implement your facility and financing programs.

As financial advisor, we continue to be ranked #1 in the total number of K-14 long term debt transactions issued over the last five years. We have a dedicated and motivated staff to assist in structuring your bond program, obtaining the highest ratings at the least insurer cost, and guiding your district through a successful bond sale at the most competitive rates.

Our bond election services have a winning track record. Over 90% of G.O. Bond clients win the first time out, including traditional 2/3 elections. Our track record is very strong in Southern California, the Central Valley, and in Northern California. While each of these areas is unique, our winning approach continues to be effective throughout the State.

Over $1 billion in State aid provided. We have procured over $1 billion in state funds for capital improvement programs for our K-12 clients.

Our program administration services allow districts to implement projects on schedule, within budget and on time. We currently provide administration services to over 10 districts throughout the State.

We are independent advisors and that saves you and the taxpayer money. Our client is the District, not contractors, commissioned salespeople, bond underwriters, or consultants. That means we aggressively negotiate or competitively bid your needs at the lowest cost effective rate on any given day.

We have a proven track record of success. We have participated in over 200 successful G.O. bond elections for school districts and community colleges throughout the State.

Consistent and quality service is our commitment. Our references are extensive and available for your review.