Financial Advisor Services
Location:
La Mesa, California, United States
Posted on:
Deadline:
Summary:
The City of La Mesa, California seeks an experienced financial advisor to assist with bond issuance, capital planning, and overall debt management.
Get full access to this RFP
Download the full RFP document and use Settle's AI to analyze requirements, estimate budget, and draft winning responses in minutes.
The government authority in La Mesa, California is seeking a vendor to provide financial advisor services. The selected firm will assist with all aspects of debt issuance, including but not limited to the issuance or refunding of bonds. The Debt Financing Team should consist of a Financial Advisor, Bond Counsel, and Underwriter.
Key responsibilities include assisting with capital and long-term financial planning, coordinating the financing and debt issuance process, evaluating underwriter proposals, and providing financial analysis and recommendations. The advisor will also help secure additional professional services for the financing team and monitor market conditions to identify opportunities for issuing debt at favorable interest rates.
Best-fit vendors:
• Experienced financial advisory firm specializing in municipal bonds
• Strong background in public sector capital planning
• Proven ability to coordinate large financing teams, including bond counsel and underwriters
• Demonstrated expertise in evaluating market opportunities and underwriter proposals
• Past performance working with California local governments
