Public Finance Services - Advisory

A Financial Advisor serves as a consultant to an issuer of municipal securities and provides the issuer with advice regarding the structure, timing, terms and other related matters concerning the new issue.

We have served as Financial Advisor to a wide range of client and project types. In this capacity, we understand the need to address each client's situation as unique, and our recommendations are developed and implemented with this individuality in mind.

As Financial Advisor to a transaction, Janney is available to assist with the following tasks related to a transaction:

• Financing Strategy and Structure
  Review existing debt structure
  Examine and analyze financing options and concepts
  Analyze new financing structures
  Design a debt management plan
  Coordinate approval of oversight boards
  
  
• Assist in the Financing Process
  Establish a financing timetable
  Assist in selecting project team members
  Recommend a negotiated or competitive sale
  Identify an issuing authority
  Negotiate business terms and conditions on behalf of the client
  Provide input during preparation of financing documents
  Manage financing team
  Oversee costs of issuance
  Develop and deliver rating agency presentation
  
  
• Transaction Execution
  Develop terms of financing
  Develop marketing plan
  Assist with pricing bonds
  Monitor market conditions
  Provide key financial indices and comparisons
  Arrange for investments based upon expenditure requirements
  Document transaction process

Please feel free to contact us to discuss these services in greater detail.