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Public Finance Division

Bond Sale Appointments

Please direct questions regarding firm appointments to the Public Finance Division at 1 (800) 900-3873 .

Municipal Advisors

  • Public Resources Advisory Group; Montague DeRose and Associates; KNN Public Finance; and PFM Financial Advisors

Bond and Disclosure Counsel

  • GO Bond Counsel: Orrick, Herrington & Sutcliffe LLP
  • Co-Appendix A Disclosure Counsel: Orrick, Herrington & Sutcliffe LLP and Stradling, Yocca, Carlson & Rauth LLP
  • GO Co-Disclosure Counsel: Nixon Peabody LLP and Orrick, Herrington & Sutcliffe LLP
  • CalVets Disclosure Counsel: Sheppard Mullin Richter & Hampton LLP

State of California Various Purpose General Obligation Bonds and Various Purpose General Obligation Refunding Bonds 

Book-Running Joint Senior Manager:BofA Securities, Inc.
Joint Senior Manager:Barclays Capital Inc.
Co-Senior Manager: 

Academy Securities, Inc.

Oppenheimer & Co. Inc.

Co-Manager: 

American Veterans Group, PBC

Blaylock Van, LLC

Cabrera Capital Markets, LLC

D.A. Davidson & Co.

Fidelity Capital Markets, a division of National Financial Services LLC

Goldman Sachs & Co. LLC

Great Pacific Securities

Hilltop Securities, Inc.

J.P. Morgan Securities LLC

Jefferies LLC

Loop Capital Markets LLC

Mischler Financial Group, Inc.

Morgan Stanley & Co. LLC

Ramirez & Co., Inc.

Raymond James & Associates, Inc.

RBC Capital Markets, LLC

Robert W. Baird & Co. Incorporated

R. Seelaus & Co., LLC

Siebert Williams Shank & Co., L.L.C.

Stifel, Nicolaus & Company, Incorporated

TD Financial Products LLC

Wells Fargo Bank, N.A.

Selling Group:

Alamo Capital

Backstrom McCarley Berry & Co., LLC

Bancroft Capital, LLC

BNY Mellon Capital Markets, LLC

Caldwell Sutter Capital, Inc.

Drexel Hamilton LLC

Essex Securities LLC

FHN Financial Capital Markets

Fifth Third Securities

Herbert J. Sims & Co., Inc.

InspereX

Mesirow Financial, Inc.

Piper Sandler & Co.

PNC Capital Markets LLC

Rice Financial Products Company

Rockfleet Financial Services, Inc.

Roosevelt & Cross Incorporated

San Blas Securities, LLC

Stern Brothers & Co.

Truist Securities, Inc

UMB Bank, N.A.

Wedbush Securities Inc.

 

State Public Works Board of the State of California Lease Revenue Bonds, Series 2026D (Tax-Exempt) and Series 2026E (Taxable)

Tax-Exempt Book-Running Joint Senior Manager:Jefferies LLC
Tax-Exempt Joint Senior Manager:Loop Capital Markets LLC
Taxable Book-Running Joint Senior Manager:Loop Capital Markets LLC
Taxable Joint Senior Manager:Jefferies LLC
Co-Senior Manager:Fidelity Capital Markets, a division of National Financial Services LLC
Co-Manager:

Alamo Capital

Backstrom McCarley Berry & Co., LLC

Bancroft Capital, LLC

Goldman Sachs & Co. LLC

J.P. Morgan Securities LLC

Mesirow Financial, Inc.

Morgan Stanley & Co. LLC

Piper Sandler & Co.

PNC Capital Markets LLC

Rice Financial Products Company

Siebert Williams Shank & Co., L.L.C.

Stern Brothers & Co.

Stifel, Nicolaus & Company, Incorporated

Wells Fargo Bank, N.A.

Department of Veterans Affairs of the State of California Home Purchase Revenue Bonds 2026 Series B (New Money)

Book-Running Joint Senior Manager:Academy Securities, Inc.
Joint Senior Manager:RBC Capital Markets, LLC
Co-Senior Manager:

American Veterans Group, PBC

Bancroft Capital, LLC 

Mischler Financial Group, Inc. 

The Regents of the University of California General Revenue Bonds 2026 Series CJ

Book-Running Joint Senior Manager:BofA Securities Inc.
Joint Senior Manager:Wells Fargo Bank, N.A.