Public Finance Division

Bond Sale Appointments

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

Municipal Advisor Appointments

  • General Fund Programs [General Obligation (GO) and State Public Works Board (SPWB): Public Resources Advisory Group; Montague DeRose and Associates; and KNN Public Finance

Counsel Appointments

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


State of California Veterans General Obligation Bonds 2022 Series CU

Book-Running Joint Senior Manager: Wells Fargo Bank, N.A.
Joint Senior Manager: Academy Securities, Inc.
Co-Senior Manager: AmeriVet Securities, Inc.
Bancroft Capital, LLC
Mischler Financial Group, Inc.

California Department of Veterans Affairs Home Purchase Revenue Bonds 2022 Series A

Book-Running Joint Senior Manager: Academy Securities, Inc.
Joint Senior Manager: Wells Fargo Bank, N.A.
Co-Senior Manager: AmeriVet Securities, Inc.
Bancroft Capital, LLC
Mischler Financial Group, Inc.

California Earthquake Authority Revenue Bonds, Series 2022A

Senior Manager: Goldman Sachs & Co. LLC
Co-Senior Manager: Citigroup Global Markets Inc..
J.P Morgan Securities LLC
Co-Managers: Academy Securities, Inc.
American Veterans Group, PBC
BofA Securities, Inc.
Blaylock Van, LLC
Cabrera Capital Markets, LLC
Morgan Stanley & Co. LLC
Ramirez & Co., Inc.
RBC Capital Markets, LLC
Siebert Williams Shank & Co., L.L.C.
UBS Financial Services Inc.

State of California General Obligation Bonds Taxable (New Money)

Joint Senior Manager: Ramirez & Co., Inc.
Siebert Williams Shank & Co., LLC
Co-Senior Manager: Loop Capital Markets

California Infrastructure and Economic Development Bank Infrastructure State Revolving Fund Revenue Bonds, Series 2022

Senior Manager: J.P. Morgan Securities LLC
Co-Senior Manager: Piper Sandler & Co.