Financial Advisor Services

A government authority in San Antonio, Texas is seeking financial advisor services to support its public finance activities. The selected firm will provide quantitative analysis, evaluate and present financing options, supply timely credit market information, prepare offering documents, and advise on the structuring, marketing, issuance, sale, and delivery of debt instruments. Ongoing support after the successful delivery of debt issues and attendance at relevant meetings are also expected.

The engagement includes reviewing and analyzing debt structures, revenue cash flows, assessed valuation trends, present and future taxing capabilities, and current and proposed taxing requirements. Where revenues from a system or facility are pledged for repayment, the advisor will assess outstanding obligations, projected net revenues, proposed rate increases, and relevant staff or consultant analyses, including pro forma cash flows.

The advisor will also assist the county in securing competitive bids and services from bond underwriters, paying agents, registrars, financial printers, and other transaction-related service providers. For negotiated underwritings, the firm will support all aspects of the transaction, including preparation and distribution of requests for qualifications for underwriting services, evaluation of submissions, selection of the underwriting team, and related advisory work.

In addition, the selected firm will advise on current bond market conditions, upcoming bond issues by other entities, and broader economic factors that may affect interest rates, borrowing costs, or bidding conditions. The firm will also help the county comply with continuing disclosure obligations under Securities and Exchange Commission rules and assist with due diligence investigations of firms considered for financing transactions, including reviews related to financial misconduct, securities violations, financial condition, and other relevant matters.