Bond Offering Due Diligence

Strategic Advisory Group provides various due diligence procedures, most commonly tax revenue projections, as part of the underwriter documentation for bond offerings. SAG typically uses combinations of analysis techniques, depending on the nature of the revenue stream, to predict future tax streams. SAG has estimated such tax streams as casino gaming revenues, telecommunications tax, business license fees, hotel occupancy tax, sales tax, property tax, utility tax, food and beverage tax, ticket tax, liquor tax, and others. These SAG procedures provide bond buyers a higher level of assurance related to the underlying information and are trusted in the market.

Grand_River-web
Project: Grand River Mixed-Use Development
Projected Taxes: Property Tax, Sales Tax
Issue Date: Not Yet Issued
Issuer: City of Leeds, AL
Amount: $35 million
Puerto Rico Tourism Company
Project: Puerto Rico Tourism Company
Projected Taxes: Slot Machine Revenues
Issue Date: Postponed due to economic conditions
Issuer: Puerto Rico Tourism Company
Amount: n/a
Puerto_Rico_CC-web
Project: Puerto Rico Convention Center District
Projected Taxes: Occupancy Tax
Issue Date: March 2006
Issuer: Puerto Rico Convention Center District Authority
Amount: $469 million
Morial_CC-web
Project: New Orleans Convention Center
Projected Taxes: Hotel and Restaurant Tax
Issue Date: July 2003
Issuer: Ernest N. Morial Exhibition Hall Authority
Amount: $300 million
Columbia_CC-web
Project: Columbia Metropolitan Convention Center
Projected Taxes: Hotel Tax
Issue Date: March 2003
Issuer: City of Columbia
Amount: $36 million
Miami_Dade_Logo-web
Project: Metro Dade County
Projected Taxes: Hotel Tax
Issue Date: Postponed due to economic conditions
Issuer: Metro Dade County
Amount: n/a
Trenton_Marriott-web
Project: Trenton Marriott Conference Center
Projected Taxes: Hotel Profits
Issue Date: April 2000
Issuer: Lafayette Yard Community Development Corporation
Amount: $31 million
Richardson-web
Project: Richardson Renaissance Conference Center and Hotel
Projected Taxes: Hotel Profits
Issue Date: Spring 1999
Issuer: City of Richardson
Amount: $7.5 million
Crown_Coliseum-web
Project: Cumberland County Coliseum Complex Refunding
Projected Taxes: Hotel & Restaurant Tax
Issue Date: July 1998
Issuer: Cumberland County, NC
Amount: $53 million
Crown_Coliseum-web
Project: Cumberland County Coliseum Complex
Projected Taxes: Hotel & Restaurant Tax
Issue Date: January 1995
Issuer: Cumberland County, NC
Amount: $53 million
Baltimore_CC-web
Project: Baltimore Convention Center
Projected Taxes: Hotel Tax
Issue Date: August 1994
Issuer: City of Baltimore
Amount: $50 million
Miami_Dade_Logo-web
Project: Dade County Sports Facilities
Projected Taxes: Hotel Taxes
Issue Date: December 1992
Issuer: Miami-Dade County
Myrtle_Beach_CC-web
Project: Myrtle Beach Convention Center
Projected Taxes: Hotel Tax, Business License Fees, Property Taxes
Issue Date: September 1992
Issuer: State Agency on behalf of the City of Myrtle Beach
Amount: $27 million
Cobb-web
Project: Cobb Galleria Centre
Projected Taxes: Hotel and Liquor by the Drink Taxes
Issue Date: November 1991
Issuer: Cobb-Marietta Coliseum & Exhibit Hall Authority
Amount: $45 million
Charlotte_CC-web
Project: Charlotte Convention Center
Projected Taxes: Hotel and Prepared Food and Beverage Tax
Issue Date: June 1991
Issuer: City of Charlotte
Amount: $170 million