EXPERIENCE. CREATIVITY. ACCOUNTABILITY.

Phoenix Advisors serves municipalities, county and state governments, school districts, local/county and state authorities, colleges and universities, and fire districts with a complete portfolio of debt issuance bond insurance, continuing disclosure, financial/budget management, and other bespoke consulting services. We create opportunities for our clients and solutions to their challenges.

  • Debt Issuance

    Valuable advice when accessing the capital markets for bonds, notes, leases and other debt obligations.

  • Continuing Disclosure

    A vital post-issuance service that ensures compliance with SEC secondary market disclosure undertakings.

  • Rating Expertise

    Serve as an intermediary to your bond rating agencies and make credit presentations for surveillance and new issues.

  • Market Intelligence

    Keep you aware of data releases, relevant indices and economic factors that impact the capital debt markets.

  • Capital Planning

    Multi-year budget, capital, and debt forecasting to maintain a complete understanding of your financial decision-making.

  • ESIPs

    Facilitate the financing of energy savings improvement programs in order to provide energy efficiencies without a budgetary impact.

  • Bidding Agent

    We canvas our network of U.S. Treasury security providers to deliver a low-cost, high-yield investment portfolio for bond proceeds or escrow funds.

  • Debt Management

    A comprehensive summary of outstanding debt obligations to help understand the big picture and monitor for refinancing opportunities.

  • Redevelopment

    Evaluate proposals for long-term PILOTs and conduct thorough cost/benefit analyses for all stakeholders.

  • Budget Forecasting

    Prepare multi-year budget projections to better understand key revenue drivers and cost pressures.

  • CFO Support

    Access to a 40-year veteran of NJ municipal finance who served as a CFO, Manager and Director of DLGS.

  • Utility Evaluation

    Evaluate the financial condition of municipal utilities and analyze rate structures and capital investment.