Developing collaborative relationships with our clients

to deliver efficient, personalized and effective services

Our Services

Our Services

The firm has established a proven track record of bond funding, Proposition 39 facilities agreements and in lieu of agreements, as well as state-funded facilities applications. Our experience financing, acquiring, constructing, siting and developing facilities includes disregarded entities and SB 740 compliance. Indeed, we are very proud that our firm has helped secure approximately $150 million of private facilities bond financing for charter schools with an additional $30 million in bond financing currently in process. Approximately 50% of the charter schools whose facilities we have helped finance receive SB 740 lease reimbursements through the Charter School Facility Grant Program administered by the California State Treasurer. 

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