Financial Advisor Services

A government authority in San Antonio, Texas, is seeking financial advisory services to support its debt and financial management program. The selected advisor 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. The advisor will also attend meetings and provide ongoing support following the delivery of a debt issue.

The engagement will include non-traditional financial advisory services, such as tracking economic trends, preparing economic projections that may affect the authority’s financial position, developing long-range revenue and expenditure projections, and assisting with arbitrage matters. The advisor will review debt structures, revenue cash flows, assessed valuation trends, present and future taxing capabilities, and current and proposed taxing requirements.

Additional responsibilities include helping the authority secure competitive bids and services from bond underwriters, paying agents and registrars, financial printers, and other transaction-related providers; assisting with the sale and delivery of bonds, certificates, or other debt instruments; supporting long-range financial forecasting; and identifying potential funding sources for capital needs, including open-market leasing, state or federal grants, and other incentive programs. Questions must be submitted by August 15, 2026.