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

 

Trustees of the California State University Systemwide Revenue Bonds Series 2020C, Series 2020D (Taxable), and Series 2020E (Taxable)

Joint Senior Managers: Goldman Sachs & Co. LLC
RBC Capital Markets, LLC
Co-Senior Managers: Ramirez & Co., Inc.
UBS Financial Services Inc.
Co-Managers: Academy Securities, Inc.
Barclays Capital Inc.
Blaylock Van, LLC
BofA Securities, Inc.
Cabrera Capital Markets, LLC
Citigroup Global Markets Inc.
Great Pacific Securities
Jefferies LLC
Loop Capital Markets LLC
Morgan Stanley & Co. LLC
Piper Sandler & Co.
Raymond James & Associates, Inc.
Rice Financial Products Company
Siebert Williams Shank & Co., L.L.C.
Stifel, Nicolaus & Company, Incorporated
Wells Fargo Bank, NA

Department of Water Resources Wildfire Fund Revenue Bonds

Joint Senior Managers: Goldman Sachs & Co. LLC
Morgan Stanley & Co. LLC
UBS Financial Services Inc.

California Infrastructure and Economic Development Bank Infrastructure State Revolving Fund Refunding Revenue Bonds (Taxable)

Joint Senior Managers: Piper Sandler & Co.
J.P. Morgan Securities LLC
Co-Senior Manager: Loop Capital Markets LLC

Department of Veterans Affairs of the State of California Home Purchase Revenue Bonds 2020 Series A

Joint Senior Managers: RBC Capital Markets, LLC
Academy Securities, Inc.
Co-Senior Manager: Amerivet Securities
Mischler Financial Group, Inc.

State of California Various Purpose General Obligation Bonds (Tax-Exempt), September 2020

Joint Senior Managers: Morgan Stanley & Co.
Ramirez & Co. Inc
Co-Senior Manager: Loop Capital Markets LLC

State Public Works Board of the State of California Lease Revenue Bonds, Fall 2020

Joint Senior Managers: Wells Fargo Bank, NA
Siebert Williams Shank & Co., L.L.C.
Co-Senior Manager: Rice Financial Products Company

California Health Facilities Financing Authority No Place Like Home Program Senior Revenue Bonds, Fall 2020

Joint Senior Managers: Citigroup Global Markets Inc.
Raymond James & Associates, Inc.

California School Finance Authority Pooled Tax and Revenue Anticipation Notes Programs:

K-14 Districts Pooled Tax and Revenue Anticipation Notes Program

Joint Senior Managers: RBC Capital Markets, LLC
Citigroup Global Markets Inc.
Bond Counsel: Norton Rose Fulbright US LLP
Disclosure Counsel: Nixon Peabody LLP
Municipal Advisor: Montague DeRose and Associates
Cash Flow Consultant: Eide Baiily LLP

Charter Schools Pooled Tax and Revenue Anticipation Notes ASAP Program

Joint Senior Managers: RBC Capital Markets, LLC
Citigroup Global Markets Inc.
Bond Counsel: Orrick, Herrington & Sutcliffe LLP
Disclosure Counsel: Nixon Peabody LLP
Municipal Advisor: Montague DeRose and Associates