We provide financial advisory services along the complete continum of community financial needs. LRB is on your side from transaction preparation through post-issuance compliance and at every stage in between.
Financial Advisory Services
Transaction Preparation & Management
We manage the finance team to efficiently and effectively execute each transaction. No matter the method of sale, LRB will advise to achieve the lowest costs of borrowing.
We can help you with:
- Debt capacity analysis
- Competitive sales
- Negotiated sales
- Private placements
- Tax and bond anticipation notes
- Federal & state grants and loans
Debt Issuance & Execution
We will advise to properly structure any transaction to meet your long-term financing goals while securing the lowest costs of borrowing.
This includes structuring the deal properly and then executing in pricing the bonds with the appropriate apt couponing, call features, amortization and other related components.
We can help you with:
- Finance team management
- Debt planning & structuring
- Coupon, yield, amortization & benchmarking analysis
- Calls & optional redemption analysis
- Refunding & replacement analysis
Financial Structuring
We will advise you on how to properly structure and price the transaction.
There are a myriad of inputs to a bond transaction that all impact the interest rate—which is the single largest costs behind the project itself. Proper pricing will not only reduce today’s interest rate, but will also allow for opportunities to manage the debt in the future
We can help you with:
- Principal amortization
- Call features
- Couponing
- Pricing oversight
- Comparable deal analysis
- Comparing alternative structures
Post-Issuance Compliance
While the deal execution is critical, post-issuance compliance is paramount in today’s transparency phase. We can help with continuing disclosure requirements, arbitrage compliance and other debt convent tracking.
We can help you with:
- Continuing disclosure compliance
- Covenant tracking
- Arbitrage rebate compliance
Consulting Services
In addition to our expertise in debt planning, LRB is equally adept at financial consulting.
Be it comprehensive financial sustainability planning or thinking about economic development, LRB can advise on how to properly think about the future financially.
We can help you with:
- Financial planning
- Economic development / market analysis
- Rate studies
- Impact fee / connection studies
- Feasibility studies
- Capital facility planning
Creative Finance Tools
In addition to general obligation and revenue bonds, LRB has the experience to advise on creative financing for new development projects, fiber development, special service areas and more.
We can help you with:
- Special service areas
- Public infrastructure districts
- Metropolitan districts
- Fiber financing
- Impact fee / connection studies
- Feasibility studies
- Capital facility planning
LRB Clients Include
Municipalities
Countries
Local & Special Service Districts
Public Infrastructure & Metropolitan Districts
Charter Schools
Redevelopment Agencies
School Districts
Fiber Projects
Interlocal Cooperative Agencies
Non-Profits
State Agencies
LRB Empowers You
Civil servants and municipal managers have many different concerns to balance. Having a partner on your side who can offer an outside perspective can make all the difference.
With key research, proven advice tailored to your needs, and a supportive team with years of experience, you can have the guidance you need to make the best decisions.
