Recent Transactions

 A selection of engagements completed in 2016-2018

(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