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Financial Advisory Services

Overview


Financial, Legal, HR & Staffing
Phoenix, Arizona, United StatesPosted: September 4, 2026Deadline: September 22, 2026

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SUMMARY


An Arizona county seeks an experienced financial advisor to support debt issuance, capital financing, debt management, market analysis, and related financial strategies. The advisor will evaluate financing alternatives and assist with debt transactions from planning through closing.

KEY REQUIREMENTS


CONTRACT DURATION


36 months

TIMELINE


Request for Proposals Issued: September 3rd, 2026

Deadline for submitting written questions: September 15th, 2026

Proposals Opening Date: September 22nd, 2026

Proposed review of proposals and short list decision: October 8th, 2026

Proposed selection and negotiation: October 15th, 2026

Proposed Best & Final: October 22nd, 2026

Proposed award of contract: November 18th, 2026

QUESTION DEADLINE


September 15, 2026

CONTACTS


Primary procurement contact — name, title, email, and phone

Additional decision-makers and their departments

Issuing Agency


Maricopa County

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DESCRIPTION


The government authority in Arizona is seeking a qualified vendor to provide financial advisory services to the county on an as-needed basis. Services will support debt issuances, debt management, capital financing, and related financial activities.

The advisor will consult with county officials, bond counsel, disclosure counsel, underwriters, trustees, paying agents, rating agencies, and other financing professionals to develop financing strategies that support the county’s long-term financial objectives. The work will include reviewing the county’s financial resources, existing debt obligations, cash flows, legal authority, credit profile, and other relevant information; developing and evaluating financing alternatives; and providing recommendations regarding debt affordability, debt capacity, long-term financing strategies, and capital funding options.

The selected vendor will monitor municipal market conditions, interest rate trends, investor demand, and other factors affecting the timing and structure of debt issuances. Responsibilities will also include supporting debt issuance and closing activities, analyzing financing scenarios and debt structures, preparing amortization and repayment schedules, evaluating call provisions and maturity schedules, monitoring outstanding debt, facilitating the marketing and sale of debt obligations, and delivering financial analyses and recommendations within county-established timelines. Questions must be submitted by September 15, 2026.

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Frequently asked questions


When is the submission deadline?
Submissions are due September 22, 2026. Questions must be submitted by September 15, 2026.
Who issued this RFP?
It was issued by Maricopa County. The work is located in Phoenix, Arizona, United States.
Who is a good fit for this opportunity?
  • Municipal financial advisory firm with extensive public-sector debt experience
  • Demonstrated expertise in bond issuance, debt management, and capital financing
  • Experienced professionals familiar with bond counsel, underwriters, rating agencies, and trustees
  • Strong capabilities in debt modeling, affordability analysis, and financing strategy development
  • Proven ability to monitor municipal markets and support transactions through closing

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