Recent Engagements
A Selection of Services Provided 2019-2022
(Excludes certain work in progress)
| Issuer or Client | Bond Issuance or Project Name | Our Role |
| Belvedere Public Financing Authority, CA | Revenue Bond | Municipal Advisor |
| Big Bear Municipal Water District, CA | COP (Water Systems) | Municipal Advisor |
| Birtcher Development LLC | Consulting Services | Consultant |
| Calif Municipal Finance Authority (Community Health Centers of the Central Coast), CA | Conduit Revenue Bond (Series B) | Municipal Advisor |
| Calif Municipal Finance Authority (Community Health Centers of the Central Coast), CA | Conduit Revenue Bond (Series A) | Municipal Advisor |
| Calif Municipal Finance Authority (Golden Valley Health Centers), CA | Conduit Revenue Bond | Municipal Advisor |
| Calif Municipal Finance Authority (La Maestra Community Health Centers), CA | Conduit Revenue Bond (Series A) | Municipal Advisor |
| Calif Municipal Finance Authority (La Maestra Community Health Centers), CA | Conduit Revenue Bond (Series B) | Municipal Advisor |
| Calif Municipal Finance Authority (La Maestra Community Health Centers), CA | Conduit Revenue Bond | Municipal Advisor |
| Calif Municipal Finance Authority (Tarzana Treatment Centers Inc), CA | Conduit Revenue Bond (Series A) | Municipal Advisor |
| Calif Municipal Finance Authority (Tarzana Treatment Centers Inc), CA | Conduit Revenue Bond (Series B) | Municipal Advisor |
| Calif Municipal Finance Authority (Valley Health Team Inc), CA | Conduit Revenue Bond | Municipal Advisor |
| Calif Municipal Finance Authority (Vocational Visions), CA | Conduit Revenue Bond (Series B) | Municipal Advisor |
| Calif Municipal Finance Authority (Vocational Visions), CA | Conduit Revenue Bond (Series A) | Municipal Advisor |
| Central Marin Police Authority, CA | Pension Obligation Bond | Municipal Advisor |
| City of Belvedere, CA | COP (CalPERS) | Municipal Advisor |
| City of Belvedere, CA | Special Assessment Bond | Municipal Advisor |
| City of Belvedere, CA | Consulting Services | Consultant |
| City of Coalinga , CA | COP (Fire Truck) | Municipal Advisor |
| City of Coalinga, CA | Consulting Services | Consultant |
| City of Jurupa Valley, CA | COP (Building Acquisition) | Municipal Advisor |
| City of Larkspur, CA | Pension Obligation Bond | Municipal Advisor |
| City of Marysville, CA | Consulting Services | Consultant |
| City of Marysville, CA | COP (B Street Development) | Municipal Advisor |
| City of Marysville, CA | Pension Obligation Bond | Municipal Advisor |
| City of Mill Valley, CA | Public Enterprise Revenue Bond | Municipal Advisor |
| City of Mill Valley, CA | COP (Capital Improvements) | Municipal Advisor |
| City of Porterville, CA | COP (Capital Improvements) | Municipal Advisor |
| City of Porterville, CA | COP (Water System) | Municipal Advisor |
| City of Porterville, CA | COP (Sewer System) | Municipal Advisor |
| City of Red Bluff, CA | Pension Obligation Bond | Municipal Advisor |
| City of Willows, CA | Consulting Services | Consultant |
| City of Willows, CA | COP (Sewer System) | Municipal Advisor |
| City of Willows, CA | Pension Obligation Bond | Municipal Advisor |
| Coalinga Public Financing Authority, CA | Revenue Bond (Series B) | Municipal Advisor |
| Coalinga Public Financing Authority, CA | Revenue Bond (Series A) | Municipal Advisor |
| Coalinga Regional Medical Center, CA | Consulting Services | Consultant |
| Cymbiotic Corp. | Consulting Services | Consultant |
| Fairfax Financing Authority, CA | Public Lease Revenue Bond | Municipal Advisor |
| Global MedService Partners LLC | Consulting Services | Consultant |
| Housing Authority of the County of Merced, CA | Conduit Revenue Bond | Municipal Advisor |
| Housing Authority of the County of Merced, CA | Consulting Services | Consultant |
| Icon International Foundation | Consulting Services | Consultant |
| Indian Valley Healthcare District, CA | Consulting Services | Consultant |
| La Maestra Community Health Centers, CA | Consulting Services | Consultant |
| Larkspur Marina Financing Authority, CA | Consulting Services | Consultant |
| Marin County Sanitary District No 5, CA | COP (Wastewater Enterprise) | Municipal Advisor |
| Marin County Service District No 14, CA | COP (Recreation & Sports Facilities) | Municipal Advisor |
| Marysville Public Financing Authority, CA | Revenue Bond (Series B) | Municipal Advisor |
| Marysville Public Financing Authority, CA | Revenue Bond (Series A) | Municipal Advisor |
| North Coast County Water District, CA | COP (New District Admin Building) | Municipal Advisor |
| Purissima Hills Water District, CA | COP (Water Infrastructure Improvements) | Municipal Advisor |
| Richardson Bay Sanitary District, CA | Pension Obligation Bond | Municipal Advisor |
| Sausalito Marin City School District, CA | Consulting Services | Consultant |
| School Project for Utility Rate Reduction (SPURR), CA | Revenue Anticipation Note | Municipal Advisor |
| School Project for Utility Rate Reduction (SPURR), CA | Revenue Anticipation Note | Municipal Advisor |
| School Project for Utility Rate Reduction (SPURR), CA | Revenue Anticipation Note | Municipal Advisor |
| Town of Fairfax, CA | Consulting Services | Consultant |
| Town of San Anselmo, CA | Pension Obligation Bond | Municipal Advisor |
| Town of Yucca Valley, CA | Certificates of Participation | Municipal Advisor |
| Triad Development Vacaville | Consulting Services | Consultant |
| Tulare Local Health Care District, CA | Public Enterprise Revenue Bond (Series B) | Municipal Advisor |
| Tulare Local Health Care District, CA | Public Enterprise Revenue Bond (Series A) | Municipal Advisor |
| Tulare Local Health Care District, CA | General Obligation Bond | Municipal Advisor |
| Tulare Local Health Care District, CA | Consulting Services | Consultant |
| Valley Health Team, Inc. | Consulting Services | Consultant |
| Woodbridge Irrigation District, CA | Public Enterprise Revenue Bond | Municipal Advisor |
