Scope of Services

Public Finance Scope of Services

O’Connor & Company provides various types of investment banking and underwriting services for public agencies. Every employee brings at least 12 years (and up to 50 years) of securities industry experience to the firm. Our staff have served as Lead Underwriter on billions of dollars worth of financings for hundreds of issuers. Our extensive experience allows us to effectively structure, market and price any type of municipal bond issue. We leverage the institutional, retail and wholesale markets to achieve the lowest possible interest rates in any market conditions. Issuers receive responsive, high quality and professional service from investment bankers and underwriters before and after every sale. O’Connor & Company Securities offers a comprehensive line of investment banking and advisory services, which include:

  • General Obligation Bond Financing
  • Certificates of Participation Financing
  • Lease Revenue Financing
  • Water, Sewer or Utility Infrastructure Financing
  • Special Revenue Financing
  • School District Financing
  • Special Tax Financing
  • Multi-Family Housing Project Financing
  • Tax Allocation Financing
  • Variable Rate Demand Notes
  • Notes (BANS, TRANS, TANS, Etc)
  • 501(c)3 Financing for Non-Profit Organizations
  • Taxable Municipal Bond Financings
  • Refunding and Advance Refunding
  • Alternative Financing Analysis
  • Bonding Capacity Analysis
  • Credit Enhancement Analysis and Acquisition
  • Credit Rating Analysis and Acquisition