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Planning  |  Underwriting Services  |  Preparing Bond Issuance Document
Marketing the Bonds  |  Successful Closing

Planning
HSE provides a full range of services as financial advisors or underwriters. The planning process begins with a review of a municipality's finances, existing indebtedness, previous borrowing practices, budgets and capital improvement plans. HSE identifies policy alternatives, assists in developing operating and capital budgets and formulates alternative debt structures and financing techniques.


Underwriting Services
It is important to assess foreseeable project risks before structuring financing. HSE helps develop options which permit your municipality to make informed decisions.

Housing (for non-profit and for profit entities)
• Provide alternative financing structure, i.e. Credit Enhancement, on private placements
• Coordinate tax-exempt volume cap applications
• Coordinate activities for tax-credit applications
• Coordinate activities to receive approval from the various local and state agencies
• Market Bonds
• Attend to closing details

Health Care
HSE provides the same applicable services for health care as with housing.

Infrastructure Development
On behalf of municipalities and developers, HSE structures infrastructure financing for water, wastewater, solid waste, streets, lighting, etc.

Schools
HSE assists schools with referendums, helps them secure bond insurance, markets bonds, and attends to closing details.

State and Federal Programs
HSE will assist issuers and other eligible entities obtain funding through various state and federal programs. Programs may provide lower interest rates, grants, matching funds or other assistance.

Ongoing Service
HSE will monitor issuers' outstanding debt to provide information or advice on refunding (refinancing) opportunities.


Preparing Bond Issuance Documents
HSE will help prepare and distribute your official statements and other documentation needed to ensure that the sale of bonds complies with industry practices, laws and regulations. We work with bond counsel, construction professionals and auditors to safeguard your investment. HSE's experience in financing public development projects lends significant value in problem solving, recognizing inconsistencies and negotiating better pricing, thereby saving your community time and money.


Marketing the Bonds
HSE aggressively markets your bond issue to achieve the lowest cost of financing. Our daily participation in the national bond markets assures you the most competitive rates.


Successful Closing
Document preparation for bonds involves many parties and takes time to develop and coordinate. We prepare the necessary documents for all of our clients’ transactions. We add value during this phase by liaising with our clients and their counsel to ensure that bond documents are accurate, sufficient, and filed in a timely manner.

For more information about any of our services please contact one of our Texas Public Finance Representatives.