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 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

The Regents of the University of California General Revenue Bonds 2021 Series BH, BI, BJ (Taxable), BK (Taxable), BL (Taxable)

Joint Senior Managers: Jefferies LLC
Citigroup Global Markets Inc.
Co-Senior Managers: Academy Securities, Inc.
Goldman Sachs & Co. LLC
UBS Financial Services Inc.
Co Managers: 280 Securities LLC
Backstrom McCarley Berry & Co., LLC
Barclays Capital Inc.
BofA Securities, Inc.
Cabrera Capital Markets, LLC
Loop Capital Markets LLC
Morgan Stanley & Co. LLC
Prager & Co., LLC
Ramirez & Co., Inc.
RBC Capital Markets, LLC
Rice Financial Products Company
Siebert Williams Shank & Co., L.L.C.
Stifel, Nicolaus & Company, Incorporated
TD Securities (USA) LLC
U.S. Bancorp Investments, Inc.
Wells Fargo Bank, NA

The Regents of the University of California General Limited Project Revenue Bonds 2021 Series Q and R (Taxable) and 2022 Series S (Forward Delivery)

Joint Senior Managers: Jefferies LLC
Citigroup Global Markets Inc.
Co-Senior Managers: Academy Securities, Inc.
Goldman Sachs & Co. LLC
UBS Financial Services Inc.
Co Managers: 280 Securities LLC
Backstrom McCarley Berry & Co., LLC
Barclays Capital Inc.
BofA Securities, Inc.
Cabrera Capital Markets, LLC
Loop Capital Markets LLC
Morgan Stanley & Co. LLC
Prager & Co., LLC
Ramirez & Co., Inc.
RBC Capital Markets, LLC
Rice Financial Products Company
Siebert Williams Shank & Co., L.L.C.
Stifel, Nicolaus & Company, Incorporated
TD Securities (USA) LLC
U.S. Bancorp Investments, Inc.
Wells Fargo Bank, NA