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


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
Co-Managers: Alamo Capital
Great Pacific Securities
Mischler Financial Group, Inc.
Morgan Stanley & Co. LLC
RBC Capital Markets, LLC
Rice Financial Products Company
Siebert Williams Shank & Co., L.L.C.
TD Securities (USA) LLC
UBS Financial Services 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 Bailly 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

California Earthquake Authority Revenue Bonds, Series 2020B

Senior Manager: Citigroup Global Markets Inc.
Co-Senior Managers: Goldman Sachs & Co. LLC
J.P. Morgan Securities LLC
Co Managers: 280 Securities LLC
Academy Securities, Inc.
Amerivet Securities
BofA Securities, Inc.
Caldwell Sutter Capital, Inc.
Great Pacific Securities
KeyBanc Capital Markets Inc.
Loop Capital Markets LLC
Mesirow Financial, Inc.
Oppenheimer & Co. Inc.
Ramirez & Co., Inc.

The Regents of the University of California General Revenue Bonds and Limited Project Revenue Bonds

Joint Senior Managers: Jefferies LLC
Citigroup Global Markets Inc.
Co-Senior Managers: Academy Securities, Inc.
Goldman Sachs & Co. LLC
UBS Financial Services Inc.