Oleet

Municipal finance advisory

We structure and place tax-exempt credit facilities for municipalities, hospitals, and other non-profits; we arrange bank loans (syndicated and multi-bank); we advise on private placements of debt; and we advise on taxable and tax-exempt institutional bond issuances.

 

Financial / Strategic advisory:

  • Assist with underwriter selection process, participate in document review and drafting, evaluate proposed fees, etc.
  • Assist with long-term strategic planning in the context of capital considerations

Capital markets advisory:

  • Structure and place credit facilities for municipalities, hospitals, and other non-profits
  • Bank loans (syndicated and single-bank)
  • Private placements
  • Bond issuances
Securities offered through Oleet Securities, LLC
Member FINRA / SIPC / MSRB
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