James W. Martling

James W. Martling

Principal

Since founding Sperry in 1994, Jim has advised municipal and private sector clients on infrastructure projects in California and across the U.S. Jim has over 30 years of experience providing infrastructure advisory services on projects from conceptualization stages to financial close. Jim exemplifies Sperry’s dedication to maintaining long-term client relationships and has served as the financial advisor to Orange County Transportation Authority for over 24 years. He recently advised OCTA on a $629 million TIFIA loan for the $1.91 billion I-405 Improvement Project. Jim also has extensive experience with public-private partnership advisory. He served as the advisor to Caltrans on the Presidio Parkway P3 Project, a 30-year DBFOM P3 concession that closed in 2013. He currently serves as the lead public-private partnership advisor for Arizona DOT and is currently advising LACMTA’s Office of Extraordinary Innovation on several public-private partnership mandates.

 

His areas of expertise and focus include municipal advisory, infrastructure advisory, public-private partnership advisory, project finance, managed lanes and express lanes structures and credits, feasibility studies, financial projections, debt and equity raising, and structuring and negotiating complex financial transactions.

Education:

  • A.B., University of California, Berkeley
  • M.S., Graduate School of Journalism from Columbia University, New York
  • M.B.A., Graduate School of Business from Columbia University, New York

Licenses:

Series 50 Municipal Advisor Representative