Municipal Financial Advisory Services

The City of St. Charles seeks qualified firms to provide comprehensive municipal financial advisory services, with a primary emphasis on bond issuance, debt management, and related advisory support. This engagement will involve analyzing the city’s financing needs, structuring bond offerings, preparing documentation, and offering strategic counsel throughout the issuance process. The selected firm will work closely with city officials and external stakeholders to ensure compliance, marketability, and optimal financing outcomes. • Provide expertise in municipal bond issuance, including structuring, pricing, and marketing. • Deliver ongoing debt management advisory, including refinancing strategies and covenant compliance. • Prepare and review all necessary financial documentation, disclosures, and presentations for investors and regulators. • Coordinate with legal counsel, underwriters, and city staff to facilitate a smooth issuance timeline. • Offer post‑issuance support such as performance reporting and fiscal analysis.