Education Finance Group

Our Education Finance Group provides comprehensive capital structure planning and execution for public and private colleges and universities, student housing facilities, charter schools and private secondary schools. With a robust bond distribution platform and the resources of one of the nation's strongest financial institutions, we offer a full spectrum of financial solutions in order to meet each client's specific needs. With the experience and focus of our professionals, we understand how to navigate challenging financial markets while providing ongoing guidance and support to ensure the long-term success of our clients.

Our team is armed with the broadest array of financial tools in the sector, allowing us to provide a variety of services to our clients:

  • Debt planning and advisory services, including financial modeling
  • Rating agency and credit enhancement strategies
  • Public and private bond underwriting, including tax-exempt and taxable financing
  • Extensive financing capabilities, including bank/private placement financing strategies (loan syndication, direct loans and letters of credit, lines of credit and standby bond purchase agreements)

More than 85 years combined experience among our four managing directors

Our Areas of Expertise

Higher Education

Public and Private Universities, Student Housing

Primary and Secondary Education

Charter Schools, Private K-12 Schools, Public School Systems

Extensive Financing Platform

Tax-exempt and taxable bond debt, retail and institutional placements, private placements, bank placements/letters of credit, lines of credit, construction loans, new markets tax credits