Investment Banking Services
Location:
Burlington, Vermont, United States
Posted on:
Deadline:
Summary:
The City of Burlington, Vermont is soliciting proposals for investment banking services, including underwriter pool participation and senior management support for municipal bond financings.
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A government authority in Burlington, Vermont seeks a qualified vendor to provide comprehensive investment banking services. Responsibilities for underwriter pool participants include independently maintaining a model of Bond Bank cash flow requirements, assisting senior underwriters in marketing financing by identifying suitable institutional and retail investors, developing sales materials, and conducting informational meetings for investors. Additionally, participants are expected to support Bond Bank investor relations through contributing personnel to related events and information sessions.
For senior managers, the scope includes assisting in the development of financing documents such as Preliminary and Official Statements in collaboration with legal and financial counsel, creating and implementing strategic finance plans, building transaction-specific cash flow sufficiency models, and preparing information for rating agencies and investors, which may involve virtual roadshows. Senior managers are also responsible for analyzing market conditions related to bond issuance. All questions about this opportunity were due by March 27, 2026.
Best-fit vendors:
• Established investment banking firm with municipal finance expertise
• Experience managing bond issuances for public sector clients
• Ability to provide both underwriter and senior management services
• Strong track record with investor relations and regulatory compliance
• Operating presence or service capability in Vermont or the Northeast United States
