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WHAT WE DO

We have provided high quality debt advisory and related financial planning services to governmental entities for decades. As an independent professional organization, Speer is committed to serve its clients' long-term interests with honesty, integrity, and distinctive expertise.

Business Meeting

PLANNING

  • Long-term debt planning

  • Debt capacity analysis

  • Refunding analysis

  • Review of financing options

  • On demand debt schedules
    and borrowing analysis

ISSUANCE

  • Management of debt
    issuance process

  • Review of debt structure
    and alternatives

  • Recommend method of sale
    (competitive, negotiated or
    private placement)

  • Offering Document preparation
    and distribution

  • Timeline and schedule
    management

  • Rating agency meeting
    coordination and preparation

  • Facilitate bond sale process

  • Facilitate closing

POST ISSUANCE & OTHER SERVICES

  • Continuing disclosure filing

  • Credit rating strategy
    and assistance

  • Ongoing debt related
    compliance assistance

  • Tax impact analysis

  • Special reports

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