With a commitment to helping our communities grow, we have developed one of the largest regional public finance advisory practices in the mid-Atlantic.  

Over the past five years, we’ve consistently ranked in the top 10 financial advisors nationally for competitive issues.  Since 1998, when we made a strategic decision to expand our practice, we’ve served as financial advisor on more than 1,800 transactions totaling in excess of $39.5 billion.

We provide transaction-related services and manage the debt issuance process for the issuance of tax-exempt and taxable municipal securities in public and non-public offerings.

In addition to a highly experienced staff providing traditional investment banking services to public sector clients during the debt issuance process, our public finance team provides strategic financial planning services that include value-added proprietary research, specialized computer modeling, fiscal policy and budgetary analysis, multiyear capital planning, cash management and debt management, as well as monitoring and analyzing fiscal and economic trends. 

Additionally, we offer underwriting services and actively participate, through underwriting syndicates, in a variety of national issues. As underwriter, we serve as senior manager or co-manager in assisting our clients with all aspects of a financing transaction including structure, terms and conditions of the issue, market timing and distribution. 

Headquartered in Richmond, Virginia, we operate public finance offices from Maryland to Georgia and provide services to public sector and not-for-profit issuers.