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
California Earthquake Authority: Revenue Bonds, Series 2020A-1 and 2020A-2 (Federally Taxable)
| Senior Managers: | Citigroup Global Markets Inc. (Series 2020A-2) J.P. Morgan Securities LLC (Series 2020A-1) |
| Co-Senior Manager: | Goldman Sachs & Co. LLC |
| Co-Managers: | 280 Securities LLC Academy Securities, Inc. Amerivet Securities Jefferies LLC KeyBanc Capital Markets Inc. Mesirow Financial, Inc. Ramirez & Co., Inc. RBC Capital Markets, LLC Rice Financial Products Company Stern Brothers & Co. TD Securities (USA) LLC UBS Financial Services Inc. |
Regents of the University of California - Medical Center Pooled Revenue Bonds
| Joint Senior Managers: | Barclays Capital Inc. J.P. Morgan Securities LLC |
| Co-Senior Manager: | Goldman Sachs & Co. LLC |
| Co-Managers: | Academy Securities, Inc. Backstrom McCarley Berry & Co., LLC BofA Securities, Inc. Blaylock Van, LLC Citigroup Global Markets Inc. Great Pacific Securities Mischler Financial Group, Inc. Morgan Stanley & Co. LLC Prager & Co., LLC Raymond James & Associates, Inc. Siebert Williams Shank & Co., L.L.C. TD Securities (USA) LLC U.S. Bancorp Investments, Inc. Wells Fargo Bank, NA |
State of California Various Purpose General Obligation Bonds & Various Purpose General Obligation Refunding Bonds (March 2020)
| Joint Senior Managers: | Citigroup Global Markets Inc. RBC Capital Markets, LLC |
| Co-Senior Manager: | Ramirez & Co., Inc. | Co-Managers: |
280 Securities LLC Alamo Capital Backstrom McCarley Berry & Co., LLC Barclays Capital Inc. Blaylock Van, LLC BNY Mellon Capital Markets, LLC BofA Securities, Inc. Cabrera Capital Markets, LLC D.A. Davidson & Co. Goldman Sachs & Co. LLC Hilltop Securities, Inc. J.P. Morgan Securities LLC Jefferies LLC Loop Capital Markets LLC Mesirow Financial, Inc. Mischler Financial Group, Inc. 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 UBS Financial Services Inc. Wedbush Securities Inc. Wells Fargo Bank, NA |
State of California Various Purpose General Obligation Bonds & Various Purpose General Obligation Refunding Bonds (April 2020)
| Joint Senior Managers: | BofA Securities, Inc. J.P. Morgan Securities LLC |
| Co-Senior Manager: | Siebert Williams Shank & Co., LLC |
State Public Works Board of the State of California Lease Revenue Refunding Bonds, Series 2020A (Taxable)
| Joint Senior Managers: | Wells Fargo Bank, NA Raymond James & Associates, Inc. |
| Co-Senior Manager: | Stifel, Nicolaus & Company, Incorporated | Co-Managers: | Academy Securities, Inc. Amerivet Securities Caldwell Sutter Capital Inc. Goldman Sachs & Co. LLC Great Pacific Securities Jefferies LLC Loop Capital Markets LLC Mesirow Financial, Inc. Morgan Stanley & Co. LLC Oppenheimer & Co. Inc. Piper Sandler & Co. Prager & Co., LLC Stern Brothers & Co. TD Securities (USA) LLC UBS Financial Services Inc. U.S. Bancorp Investments, Inc. |
Department of Water Resources Wildfire Fund Revenue Bonds
| Joint Senior Managers: | Goldman Sachs & Co. LLC Morgan Stanley & Co. LLC UBS Financial Services Inc. |