Detail of financial advisory building

Services

Financial
Advisory

Columbia Capital serves municipal bond issuers and borrowers, from small towns to metropolitan cities and counties to regional issuers to states, as well as non-profits.

independent, objective advice

Columbia Capital has provided financial advisory services on more than $75 billion of bonds, including fixed and variable rate, new money and refunding, in areas including general obligation, revenue, lease-revenue, annual appropriation, education, transportation, toll/turnpike, mass transit, parking, housing, pension, unemployment, and water utilities.

Columbia Capital serves a wide-array of issuers, from small towns and cities to major metropolitan cities and counties to regional issuers to states and state agencies.

Our financial advisory capabilities and services include: developing, managing and implementing long term financial plans; analyzing the impact of capital plans on debt management and operational budgets; assisting in the conceptual development of a financing; developing cash flow models of the transaction; participating in the preparation of disclosure documents; preparing financing packages for rating agencies or insurers; reviewing and commenting on legal documentation; conducting a bidding process for a public sale; assisting in the pricing of bonds on a negotiated basis; and, coordinating the closing process.

Many things distinguish us from others providing advisory services. Columbia is different:

  • Innovative solutions. Our broad range of experience spanning many types of financings provides us with the expertise issuers need in today’s ever-changing market.
  • Strategic thinking. Our advice to our clients is based on what is prudent, both today and into the future.
  • Clear communications. We boil down complex concepts into straightforward decision points for our clients and their stakeholders.
  • Team approach. Our clients have access to the full range of knowledge, skills, and abilities within our firm throughout every engagement.
  • Technical methodology. Our attention to detail on financial proposals and transaction documents ensures our clients actually get the business deal they are expecting.
  • Independence. We are an independent, financially stable “municipal advisor” registered with the SEC and MSRB with no debt, no outside investors, and no ties to broker-dealers. Our advice is in the best interest of one entity… our client.
  • Proven results. The advice we provide carries the strength of our adept skills and depth of knowledge. The results are evident in the number of long-standing relationships we maintain with regular, high-profile bond issuers.
Because Columbia Capital has no ties to or relationships with any broker-dealer, we provide independent, objective advice to our clients. Columbia does not suffer from the intrinsic conflicts of interest that exist with underwriters providing financial advisory services.

Our team has built the firm, not by providing a one-size-fits-all approach, but by tailoring our services and our approach to the individual needs of each of the issuers we serve. Columbia provides the quality of advice of a national firm with the one-on-one “boutique” client service more typical of a smaller firm.

Transaction Types

01

general obligation bonds and annual appropriation-backed bonds

02

lease revenue bonds and certificates of participation (COPs)

03

water, wastewater, stormwater and electric utility revenue bonds

04

sales tax and other special tax revenue bonds

05

higher education and non-profit revenue bonds

06

community facilities district (CFD) and special assessment district bonds

07

transportation, transit and toll road revenue bonds

08

tax allocation, tax increment finance and special service district bonds

09

specialty finance, including housing, pension and unemployment bonds

Columbia Capital

Trusted

Issuers and borrowers large and small, from coast to coast, have relied upon Columbia Capital as a strategic advisor for 25 years.

Columbia Capital

Experienced

Columbia Capital combines 150 years of public finance expertise among its team of highly experienced, proven professionals.

Columbia Capital

Independent

Columbia Capital is unaffiliated with commercial and investment banks, insurance companies and others in the financial services industry.