>Financial
Advisory Service > Fiscal
Advisory Service
Financial Advisory
Service
There are four primary
objectives in your transaction: 1)
to plan and develop a financing strategy
and structure that will best fit your
needs; 2) to coordinate the financing
process; 3) to provide consulting service
through the actual execution of the
financing; and 4) to provide follow-up
reporting and analyses after the transaction
is complete.
Phoenix Advisors, LLC, as Financial
Advisor, will be an active participant
at each juncture of your transaction
to personally and professionally guide
it to market and respond to your concerns
and questions. Using our experience
in the industry, our goal is to provide
you with a complete understanding of
the entire transaction. Following,
we outline our financing strategy and
structure as well as the tasks to be
undertaken during the financing process:
Plan Strategy and Structure
- Examine and Analyze Financing
Options and Concepts
- Analysis of Financing Structures
- Design Debt Management Plan
Coordinate the Financing Process
- Establish Timetable
- Manage Financing Team
- Input During Preparation of Financing
Documents
- Assist in Preparation of Official
Statement
- Coordinate Approval Process of
Oversight Boards
- Rating Agency Strategy
- Evaluate Printing, Insurance, and Other
Expenses
Execution of Financing
- Terms of Financing
- Information Meeting
- Market Monitoring and Timing
- Provide Key Financial Indices
and Comparisons
- Attend Bond Sale
Follow-up Reporting and Analysis
- Assist in Arranging/Providing
for Investment of Bond Proceeds
- Provide a Permanent Debt Service
Schedule
- Create Summary Reports and Analysis
- Monitor Outstanding Debt
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