Municipal Advisory Services


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Sperry provides comprehensive municipal advisory services on municipal bond issuances and other municipal financing transactions, drawing from decades of experience in municipal advisory and public finance investment banking.

 

Our fiduciary duty and our commitment to providing unparalleled service allow us to work with our clients to achieve exceptional results in negotiating and closing municipal financing transactions.

 

Our long-standing relationships with our municipal advisory clients stand as a testament to the value and service that Sperry teams provide.

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Who We Serve

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Municipal Bonds & Transaction Management

As an Independent Registered Municipal Advisor, Sperry has experience with all types of municipal bond and municipal securities transactions including general obligation bonds, sales tax revenue bonds, refundings, grant anticipation notes, and GARVEEs.

 

Sperry delivers full-service debt transaction management, including structuring, rating agency and credit management, pricing oversight, investor outreach, and post-transaction reporting and support.

Debt & Investment Policy Assistance

Sperry assists its municipal advisory clients in developing and maintaining debt and investment policies per government regulations.

 

Sperry has performed independent oversight and periodic reviews of investment strategies, practices and portfolio managers for compliance to government code regulations.

Investment of Bond Proceeds

Sperry has assisted its municipal advisory clients with investment of bond proceeds, including project funds, debt service reserve funds, and bond defeasance escrow portfolios.

 

We have provided Guaranteed Investment Contract (GIC) brokerage services, escrow portfolio bidding agent services, and flex repurchase/forward delivery agreement bidding agent services to our municipal clients.