We have provided high quality debt advisory and related financial planning services to governmental entities for decades. As an independent professional organization, Speer is committed to serve its clients' long-term interests with honesty, integrity, and distinctive expertise.

PLANNING

  • Long-term debt planning
  • Debt capacity analysis
  • Refunding analysis
  • Review of financing options
  • On demand debt schedules
    and borrowing analysis

ISSUANCE

  • Management of debt
    issuance process
  • Review of debt structure
    and alternatives
  • Recommend method of sale
    (competitive, negotiated or
    private placement)
  • Offering Document preparation
    and distribution
  • Timeline and schedule
    management
  • Rating agency meeting
    coordination and preparation
  • Facilitate bond sale process
  • Facilitate closing

POST ISSUANCE & OTHER SERVICES

  • Continuing disclosure filing
  • Credit rating strategy
    and assistance
  • Ongoing debt related
    compliance assistance
  • Tax impact analysis
  • Special reports