Non-Profit Corporations

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.

Sperry professionals have worked with several conduit issuers in providing our clients with access to the municipal markets. They include:

 

  • ABAG Finance Authority for Nonprofit Corporations
  • Advancing California Financing Authority
  • California Health Facilities Financing Authority
  • California Infrastructure and Economic Development Bank
  • California Statewide Communities Development Authority
Cultural Institutions – Museums and Theaters
Cultural Institutions – Museums and Theaters
Hospitals and/or Health Systems
Hospitals and/or Health Systems
Affordable Housing and Mobile Home Developers
Affordable Housing and Mobile Home Developers
Private K-12 Schools
Private K-12 Schools
Private Colleges and Universities
Private Colleges and Universities
For-profit businesses involved in certain public benefit projects (e.g. water, wastewater, solid waste, or certain energy projects)
For-profit businesses involved in certain public benefit projects (e.g. water, wastewater, solid waste, or certain energy projects)