Our Services
We put the needs of charter schools first, always. Our team reduces the conflict of interest in facility financing decisions for charter schools by staying independent of funding sources. We walk alongside our clients every step of the way.
Preparation & Planning
We work closely with schools to evaluate and secure a financing solution that best suits their mission, vision, affordability and specific facility needs.
- Facilitate capital planning
- Determine borrowing capacity
- Conduct a financial credit analysis
- Provide a credit rating consideration
- Develop a debt policy
Financing
We guide schools through the facility finance process by building the right team and coordinating the financing and timeline based on their specific objectives.
- Evaluate financing solutions and bid solicitations
- Determine best-fit financing method
- Build financing team and manage deal flow
- Evaluate and negotiate deal rate, term and structure
- Monitor and evaluate refinancing opportunities
Continued Partnership & Service
Once the financing is complete, we offer services that facilitate communications with investors and lenders and assist with post closing compliance and continuing disclosure obligations. We also monitor for refinancing opportunities that could result in debt service savings.
- Facilitate investor and lender communication
- Continuing disclosure and dissemination agent services
- Monitor for refinancing opportunities