Tax Exempt Asset Financing

Strategic Advisory Group helps public-purpose projects get financed via tax-exempt financing. Special purpose entities are often used for this purpose to access the favorable interest rates associated with tax-exempt debt. With extensive experience in finance plan development and bond structuring, SAG specializes in identifying and modeling the private and public revenue sources that can be used to fund and credit enhance difficult projects. We are also adept at communicating the costs and benefits of such projects to win political approval.

SAG often leads these complex transaction processes, managing such issues as creating the non-profit entity, development team selection, cash flow modeling, bond structuring, rating agency and bond insurer presentations, and contract negotiations. SAG works closely with the legal team and represents the owner on the myriad of transaction and legal contracts and documents. SAG has earned its reputation by achieving client objectives.