California Education Finance
Committed to building the future of education in California.
Our team brings experience, professionalism and integrity to financing K-14 school bond programs in the state of California. We pride ourselves on providing creative solutions, top-notch service and low borrowing costs, supporting our clients’ efforts to act as true stewards of taxpayer dollars. Our six-person education team out of San Francisco, Los Angeles, Pasadena and Orange County is backed by the power of Raymond James, which is consistently among the leading municipal bond underwriters in the nation. Our extensive distribution network reaches not only Tier 1 institutional buyers, but also Tier 2 and Tier 3 with the largest middle-market institutional sales force in the nation.
#1
underwriter of all general obligation bonds for K-14 school districts in California*
6
public finance professionals dedicated to California K-14 financing
48
transactions priced in 2023 totaling $1.55 billion
847
employees in 213 offices in 143 cities statewide
609
retail brokers with 171,264 accounts and $55.5 billion AUM
*Source: Bloomberg, based on total number of issues (2019-2023)
Stats as of December 31, 2023
Past performance may not be indicative of future results.
Full-service Capabilities
- General obligation bonds
- Certificates of participation
- Private placements
- Tax-credit financings
- Limited tax obligations
- Rating agency strategy
- Debt portfolio analysis
Team
Featured Transactions
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In-depth and timely commentary and analysis on the municipal market from industry experts.