(Public Finance only; excludes all others and work in progress)
| Issuer or Client | Bond Issuance or Project Name | Our Role |
| Belvedere-Tiburon Library Agency | Consulting Services | Municipal Advisor |
| Benicia Housing Authority | COP (Casa de Vilarrasa Hsg Facilities 1 &2) | Municipal Advisor |
| Bolinas Fire Protection District | COP (Fire Station Refinancing) | Underwriter |
| Calif Health Facilities Financing Auth (Asian Community Center) | Conduit Revenue Bond | Municipal Advisor |
| Calif Health Facilities Financing Auth (Ampla Health) | Conduit Revenue Bond | Municipal Advisor |
| Calif Health Facilities Financing Auth (Asian Community Center) | Conduit Revenue Bond | Municipal Advisor |
| Calif Municipal Finance Authority (Options Family of Services) | Conduit Revenue Bonds (Series A&B) | Municipal Advisor |
| Calif Municipal Finance Authority (Volunteers of America) | Conduit Revenue Bond | Municipal Advisor |
| City of Belvedere PFA | Utility Undergrounding | Underwriter |
| City of Benicia | COP (Energy Conservation) | Municipal Advisor |
| City of Chowchilla | Consulting Services – Clean Energy | Consultant |
| City of Chowchilla | Certificates of Participation | Municipal Advisor |
| City of Chowchilla Public Financing Authority | Water Revenue Bonds (Series A, B & C) | Municipal Advisor |
| City of Chowchilla Public Financing Authority | Wastewater Revenue Bonds (Series A, B & C) | Municipal Advisor |
| City of Chowchilla Public Financing Authority | Lease Revenue Bonds (Series A, B & C) | Municipal Advisor |
| City of Chowchilla Public Financing Authority | Special Assessment Bond (Greenhills 2003-1) | Municipal Advisor |
| City of Coalinga | Consulting Services – Clean Energy | Consultant |
| City of El Centro Financing Authority | Hospital Revenue Bond (ECRMC) | Municipal Advisor |
| City of Larkspur Public Financing Authority | Lease Revenue Bond | Municipal Advisor |
| City of Marysville | Capital Lease Obligation | Municipal Advisor |
| City of Marysville | Consulting Services – Debt Management | Municipal Advisor |
| City of Mill Valley | Certificates of Participation | Placement Agent |
| City of Oroville | Oroville Hospital Conduit Revenue Bonds | Placement Agent |
| City of Porterville | Sewer Refunding | Municipal Advisor |
| City of Ridgecrest | Pension Obligation Bond | Municipal Advisor |
| City of Rio Vista | Consulting Services – Clean Energy | Consultant |
| Clovis Veterans Memorial District | Capital Lease Obligation | Municipal Advisor |
| Housing Authority of the County of Merced | Consulting Services, Pension Obligation Bond | Consultant |
| Imperial County Office of Education | Capital Lease Obligation | Municipal Advisor |
| Indian Valley Healthcare District | Hospital Revenue Bond | Placement Agent |
| Kern County Housing Authority | Consulting Services | Consultant |
| Larkspur Marina Financing Authority | Consulting Services | Consultant |
| Mid-Peninsula Water District | Consulting Services | Consultant |
| Mid-Peninsula Water District | Certificates of Participation | Municipal Advisor |
| Sausalito-Marin School District | Consulting Services | Consultant |
| School Project for Utility Rate Reduction | Revenue Anticipation Note | Underwriter |
| School Project for Utility Rate Reduction (SPURR) | Revenue Anticipation Note | Underwriter |
| School Project for Utility Rate Reduction (SPURR) | Consulting Services – Clean Energy | Consultant |
| Sewerage Agency of Southern Marin | Wastewater Revenue Bond | Municipal Advisor |
| Successor Agency to the Arroyo Grande Redevelopment Agency | Tax Allocation Refunding Bond | Municipal Advisor |
| Successor Agency to the Chowchilla Redevelopment Agency | Tax Allocation Refunding Bond | Municipal Advisor |
| Successor Agency to the Coalinga Redevelopment Agency | Tax Allocation Refunding Bond | Municipal Advisor |
| Successor Agency to the Porterville Redevelopment Agency | Tax Allocation Refunding Bond (Series A & B) | Municipal Advisor |
| Successor Agency to the Ridgecrest Redevelopment Agency | Tax Allocation Refunding Bond (Series A & B) | Municipal Advisor |
| Successor Agency to the Yucca Valley Redevelopment Agency | Tax Allocation Refunding Bond | Municipal Advisor |
| Successor Agency to the Yucca Valley Redevelopment Agency | Tax Allocation Refunding Bond | Municipal Advisor |
| Town of Fairfax | Consulting Services | Consultant |
| Town of Fairfax | Pension Obligation Bond | Municipal Advisor |
| Town of Fairfax | General Obligation Bond | Municipal Advisor |
| Town of Tiburon Public Facilities Financing Authority | Revenue Bond | Underwriter |
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