Public Finance Division

Bond Sale Appointments

Please direct questions regarding firm appointments to the Public Finance Division at (800) 900-3873.

Financial Advisor Appointments

  • General Fund Programs [General Obligation (GO) and Public Works Board (PWB) Bonds]: Public Resources Advisory Group; Montague DeRose and Associates; and KNN Public Finance

Counsel Appointments

  • GO Bond Counsel: Orrick, Herrington & Sutcliffe LLP
  • Co-Appendix A Disclosure Counsel: Orrick, Herrington & Sutcliffe LLP and Stradling, Yocca, Carlson & Rauth
  • GO Disclosure Counsel: Nixon Peabody LLP
  • PWB Bond Counsel: Stradling, Yocca, Carlson & Rauth
  • PWB Disclosure Counsel: Squire Patton Boggs (US) LLP

California State Public Works Board Lease-Revenue Refunding Bonds 2017 Series B & C

Joint Senior Managers: Merrill Lynch, Pierce, Fenner & Smith Incorporated
RBC Capital Markets, LLC
Co-Senior Managers: Raymond James & Associates, Inc.
Backstrom McCarley Berry & Co., LLC
Co-Managers: Academy Securities, Inc.
Alamo Capital
Fidelity Capital Markets
Great Pacific Securities
Hilltop Securities Inc.
Morgan Stanley & Co. LLC
Neighborly Securities
Prager & Co., LLC
RH Investment Corporation
Siebert Cisneros Shank & Co., L.L.C.
Wedbush Securities Inc.
Wells Fargo Bank, NA

Department of Veterans Affairs General Obligation Bond (Competitive)

Bond Counsel: Hawkins, Delafield & Wood LLP
Disclosure Counsel: Polsinelli LLP
Financial Advisor: Montague DeRose and Associates, LLC

 

Golden State Tobacco Securitization Corporation Tobacco Settlement Asset-Backed Bonds Series 2017A-1

Joint Senior Managers: Jefferies LLC
Citigroup Global Markets Inc.
Co-Managers: Blaylock Beal Van, LLC
Drexel Hamilton LLC
Goldman, Sachs & Co.
Loop Capital Markets LLC
Mischler Financial Group, Inc.
Ramirez & Co., Inc.
Raymond James & Associates, Inc.
Rice Financial Products Company
Siebert Cisneros Shank & Co., L.L.C.
Stifel, Nicolaus & Company, Incorporated
Transactional Counsel: Orrick, Herrington & Sutcliffe LLP
Disclosure Counsel: Hawkins Delafield & Wood LLP
Co-Financial Advisors: Public Resources Advisory Group
Lamont Financial Services Corporation

Regents of the University of California General Revenue Bonds

Joint Senior Managers: Jefferies LLC
Barclays Capital Inc.
Co-Senior Managers: Morgan Stanley & Co. LLC

State of California General Obligation Bonds (Taxable) April 2017

Joint Senior Managers: J.P. Morgan Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Co-Senior Managers: Loop Capital Markets LLC