Independent, Issuer Focused
A Top 15 Financial Advisory Firm in the Midwest
Source: The Bond Buyer, 2017 ranked by total Par amount of transactions.
In the world of municipal finance, issuers need a partner who understands that options are critical. The market changes rapidly and can be perilous to the unprepared. Issuers with well-conceived financing options are in a position to respond to market changes proactively, rather than reactively. Sycamore Advisors is engaged from early project planning through continuing disclosure, enabling us to understand our clients’ goals and provide optional paths, each with a specific set of values.
Sycamore Advisors, LLC is both a WBE and DBE certified financial advisory firm specializing in providing independent advice services to state and local governments.
Sycamore Advisors, LLC is a midwest-based municipal financial advisory firm specializing in providing independent advice to municipal governments. Sycamore has served as the Financial Advisor on over $20 billion in financing transactions covering the breadth of options in terms of maturity, structure, purpose and credit. Strategically focused, Sycamore brings depth, expertise and a passion for its clients to each assignment. We believe that independence from the underwriter serves the client best in terms structuring the deal, negotiating the distribution and pricing of the securities, and certain aspects of the documents and covenants.
Sycamore’s involvement with its clients goes far beyond the aspects of a single transaction or deal, with multiple long-term strategic and financial consulting assignments. We have served as Financial Advisor on contracts involving over $5 billion in long-term capital projects, including identifying and structuring revenue streams and rate structures, as well as the sizing and timing of the capital plan. Our engagement typically begins long before the Preliminary Offering Statement (POS) has been drafted and continues through Continuing Disclosure submissions and annual budget preparation and revenue forecasting.
Having been issuers ourselves, we understand our client’s unique perspective in managing risk and evaluating options. With over 100 years of combined experience in the municipal markets, our staff brings a balance of expertise and perspective to each client assignment.We believe a successful financial advisory firm needs to understand the numbers, the credit, the documents and the financial markets. Sycamore Advisors prides itself on its attention to detail, diligence, and communication with its clients on each of these essential pieces of a transaction.