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 Public Works Board (PWB) Bonds]: 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


State of California Various Purpose General Obligation Bonds, September 2021

Joint Senior Managers: Morgan Stanley & Co. LLC
Wells Fargo Bank, N.A.
Co-Senior Managers: Cabrera Capital Markets, LLC

California Veterans Affairs Home Purchase Revenue Bonds 2021 Series A (Taxable Refunding)

Joint Senior Managers: Academy Securities, Inc.
BofA Securities, Inc.
Co-Senior Managers: American Veterans Group, PBC
Amerivet Securities Inc.
Bancroft Capital, LLC
Mischler Financial Group, Inc
Bond Counsel: Hawkins Delafield & Wood LLP
Disclosure Counsel: Polsinelli LLP
Municipal Advisor: Montague DeRose and Associates, LLC

California Earthquake Authority Revenue Bonds, Series 2021A

Senior Managers: J.P. Morgan Securities LLC
Co-Senior Managers: Goldman Sachs & Co. LLC
Citigroup Global Markets Inc.

California Earthquake Authority Revenue Bonds, Series 2021B

Senior Managers: Goldman Sachs & Co. LLC
Co-Senior Managers: J.P. Morgan Securities LLC
Citigroup Global Markets Inc.

Public Works Board Lease Revenue Bonds, 2021 Series C & D (New Money)

Joint Senior Managers: BofA Securities, Inc.
Ramirez & Co., Inc.
Co-Senior Managers: Alamo Capital

Public Works Board Lease Revenue Bonds, 2022 Series C (Forward Delivery)

Joint Senior Managers: Barclays Capital Inc.
Raymond James & Associates, Inc.
Co-Senior Managers: Great Pacific Securities