Financial Advisory Services

Location:

Harrison, New York, United States

Posted on:

Deadline:

Summary:

A Westchester, NY government authority invites proposals for financial advisory services related to debt issuance and management, with a focus on improving credit ratings.

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A government authority in Westchester, New York is seeking financial advisory services for a two-year contract. The selected vendor will provide guidance on the structure, term, and issuance of the district's short- and long-term debt. The advisor will deliver financial expertise aimed at improving and maintaining the district's credit rating in the bond and note markets.

Responsibilities include advising on market factors and trends impacting interest rates and yields, recommending debt issuance structures based on current market conditions, budget constraints, projected repayment sources, and future capital needs. The financial advisor is expected to maintain relationships with credit rating agencies, coordinate presentations, and provide training sessions for district participants as necessary.

Additionally, the advisor will coordinate debt sales with municipal officials, bond counsel, underwriters, and prospective investors. Questions regarding this RFP must be submitted no later than March 16, 2026.

Best-fit vendors:

• Experience providing financial advisory services to municipal or government clients

• Expertise in debt issuance and credit rating improvement

• Established relationships with credit rating agencies

• Ability to coordinate debt transactions with multiple stakeholders

• Capability to offer training and presentations to client personnel

BG

Submit your next proposal, within 48 hours or less

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Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.

BG

Submit your next proposal, within 48 hours or less

Stay ahead with the latest advancement in proposal automation.