Many California non-profit organizations, in addition to some for-profit developers have relied on Sperry for assistance in accessing the municipal bond market for their financing needs through conduit financing.
We have extensive experience working with first-time conduit borrowers and walking them through the conduit issuance process starting with project conception, assembling a finance team, creating debt financing strategies, seeking Board approvals, attending TEFRA hearings, developing investor presentations, strengthening their credit profiles, pricing the bonds and providing post-closing disclosure requirements.