PUBLIC FOCUS. GOVERNMENT-CENTRIC.

Phoenix Advisors has guided some of the Northeast's largest metropolitan regions, as well as many towns, school districts and authorities, in structuring and issuing debt, and managing budgets that help infrastructure meet demand. Whether financing new facilities or updating roads, bridges, water and sewer, and schools, Phoenix Advisors has the expertise to make sure you travel the best possible path. We understand the complexities of municipal budgeting, given continuous capital needs and the limitations imposed by state oversight. Whether facing such issues as zoning, planning, recreation, quality of life, or managing your tax and debt burden, Phoenix Advisors understands the importance of clear financial impact analysis in the decision-making process.

Low interest rates create the opportunity for governments to refund old debt. By issuing new debt at lower interest rates, significant, and always welcome, savings can be realized in debt service. We actively monitor your outstanding debt to keep you advised of changes in market conditions or other refinancing opportunities.

Our service enables you to present to investors a clear, concise record of your commitment to SEC-mandated secondary market compliance with outstanding continuing disclosure obligations. In short, this includes monitoring prior undertakings, preparing financial information and operating data for filing, meeting deadlines and filing information on EMMA, monitoring the market for potential disclosure events and providing comprehensive filing reports/records. Additionally, our “Debt Caddie” service provides you with timely, itemized reminders for scheduled debt service payments, including related instructions to process payments through DTC or your Paying Agent.

Community development happens with the right mix of human spirit, a broad vision, and the financial path to bring it together. Phoenix Advisors provides expert financial advice at each stage of a redevelopment project from conception through completion to administration. Our professionals have extensive experience analyzing developer proposals and can negotiate more favorable tax abatement strategies on your behalf, including potential community impact contributions. Projects typically involve public-private partnerships that employ various tax abatement strategies to encourage investment, such as payments in lieu of tax (PILOTs) or tax credits. Our experience includes mixed-use projects, commercial/retail, industrial warehouses and both market-rate and affordable residential projects, among others.