Bond Pricing Advisory

Managing Director

Building on our interest rate strategy and risk management practice, SFG offers a full spectrum of capital planning, financial strategy and transactional advice. We advise on all types of debt offerings and provide recommendations on debt mix (fixed/floating rate), product selection (VRDNs, floating rate notes, put bonds, tax-exempt and taxable fixed rate bonds, direct purchase programs, synthetic floating rate programs, etc.), term, amortization structure and optional redemption provisions. We also assist in the solicitation, evaluation and negotiation of proposals from underwriters and credit facility providers.

We focus our efforts on the bond pricing process to assist our clients with achieving the best possible pricing. Our team members have extensive capital markets experience at major investment banks and a high degree of respect from clients and industry professionals. Given our track record in the markets, our presence ensures that underwriters sharpen their pencils and allows for meaningful and aggressive negotiation at the time of pricing.