California Education Finance

Committed to building the future of education in California.

Our team brings experience, professionalism and integrity to financing K-14 school bond programs in the state of California. We pride ourselves on providing creative solutions, top-notch service and low borrowing costs, supporting our clients’ efforts to act as true stewards of taxpayer dollars. Our seven-person education team out of San Francisco and Orange County is backed by the power of Raymond James, which is consistently among the leading municipal bond underwriters in the nation. Our extensive distribution network reaches not only Tier 1 institutional buyers, but also Tier 2 and Tier 3 with the largest middle-market institutional sales force in the nation.

7

public finance professionals dedicated to California K-12 financing

#2

underwriter of negotiated general obligation bonds for K-12 school districts in California*

39

transactions priced year to date totaling $757 million**

576

employees in 165 offices in 95 cities statewide

370

retail brokers with 119,000 accounts and $23.8 billion AUM

*Source: Thomson Reuters, based on number of transactions
**As of October 31, 2017

Full-service Capabilities

  • General obligation bonds
  • Certificates of participation
  • Private placements
  • Tax-credit financings
  • Limited tax obligations
  • Rating agency strategy
  • Debt portfolio analysis

Team

Randy Merritt
Managing Director, Head of California Education Group
   
Read Bio
Charlie Feinstein
Managing Director
   
Read Bio
Parker Colvin
Managing Director, Municipal Underwriter
   
Read Bio
Un Chu Reardon
Senior Vice President
   
Read Bio
Alexzis Fuke
Senior Vice President
   
Read Bio
John Nguyen
Vice President
   
Read Bio
Brett Lee
Associate
   
Read Bio

Featured Transactions