Education - Public Finance

Experience

$47,610,000 Western Kentucky University General Receipts Bonds, 2009 Series A

Higher education capital improvement bonds

$8,815,000 Various Purpose Limited Tax General Obligation Refunding Bonds, dated 10/14/15

$8,580,000 School Improvement Refunding Bonds, dated 9/3/15

$1,735,000 County of Bourbon, Kentucky General Obligation Bonds, Series 2017 (Bond Counsel)

We served as bond counsel on a $17.3 million revenue bond issue to construct improvements at Scott High School in Kenton County, Kentucky. Utilizing an annually renewable lease agreement between the school district’s finance corporation and the school district and a biennially renewable participation agreement between the school district and the Kentucky School Facilities Construction Commission the tax-exempt bonds rated AA3 by Moody’s were able to be issued to finance needed improvements and renovations at one of the school district’s high schools.

$30.4 million bond used to renovate building at state university

We acted as bond counsel for a public university for the first issue of Green Bonds by a public university in the nation. The proceeds were used to fund a portion of the renovation of a building.

$91.4 million two series of bonds used to renovate public university’s football stadium

We acted as bond counsel for a public university for two issues, the proceeds of which were used to renovate the university’s football stadium. We worked with the University Architect’s office, internal tax counsellors, Athletic Department and Foundation to determine which parts of the project could be financed on a tax-exempt basis and which had to be financed on a taxable basis.

Borrower’s Counsel to private university for refunding issues

We acted as Borrower’s counsel to a private university for three refunding issues of the State of Ohio, two of which were privately placed and one of which was sold publicly. We assisted the university with matters concerning existing swap agreements, financial covenants, continuing disclosure issues and real estate matters.

$69,130,000 School Facilities Construction & Impt.Refunding Bonds, Series 2015, dated 5/21/15

$40 million bond funds college’s new structures

We served as Bond Counsel on a $40 million tax-exempt bond issuance for the benefit of a local university. The university, currently in a growth state, used the bond proceeds to better serve its students by expanding its student housing and academic buildings.

Higher Education Financing – Helping Our Clients Provide for Their Educational Environments

Configuring two different credit facilities to achieve refinancing interest expense savings and to leverage long-term investment income and short term interest rates, we assisted in the development of a program of financing that allowed this institution of higher learning to conserve its financial resources and further its educational mission.

$8,000,000 Colorado Educational and Cultural Facilities Authority Revenue Bonds, Series 2014 (YMCA of Metropolitan Denver Project)

$8,000,000 Colorado Educational and Cultural Facilities Authority Revenue Bond (St. Mary’s Academy Project), Series 2014

$8,000,000 Colorado Educational and Cultural Facilities Authority Revenue Bond (St. Mary’s Academy Project), Series 2014

$49,855,000 California Statewide Communities Development Authority Revenue Bonds (California Baptist University), Series 2014A and $5,855,000 California Statewide Communities Development Authority Revenue Bonds (California Baptist University), Series 2014

$16,660,000 Colorado Educational and Cultural Facilities Authority Revenue Bonds (Regis Jesuit High School Project), Series 2013

$10,000,000 California Municipal Finance Authority Educational Facilities Revenue Bonds (St. Francis High School Project), Series 2013

Carey Exempted Village School District $10,905,000 School Improvement Bonds, Series 2013, dated 9/19/13

Carey Exempted Village School District $10,905,000 School Improvement Bonds, Series 2013, dated 9/19/13

Apollo Joint Vocational School District $30,000,000 Various Purpose School Improvement Bonds, Series 2013, dated 9/12/13

Apollo Joint Vocational School District $30,000,000 Various Purpose School Improvement Bonds, Series 2013, dated 9/12/13

Oregon City School District $33,959,971.20 School Improvement Refunding Bonds, Series 2013, dated 4/18/13

Oregon City School District $33,959,971.20 School Improvement Refunding Bonds, Series 2013, dated 4/18/13

$1,390,000 Northwest Local School District Energy Conservation General Obligation Bonds, Series 2012 (Bond Counsel)

$1,390,000 Northwest Local School District Energy Conservation General Obligation Bonds, Series 2012 (Bond Counsel)

$14,500,000 The Board of Regents of New Mexico Institute of Mining and Technology System Revenue Bonds Series 2011

$14,500,000 The Board of Regents of New Mexico Institute of Mining and Technology System Revenue Bonds Series 2011— Bond Counsel for public offering of university revenue bonds

$18,660,000 Youngstown State University, General Receipts Bonds, Series 2011

$18,660,000 Youngstown State University, General Receipts Bonds, Series 2011

$25,035,000 Wyoming City School District School Improvement General Obligation Bonds, Series 2012 (Bond Counsel)

$25,035,000 Wyoming City School District School Improvement General Obligation Bonds, Series 2012 (Bond Counsel)

$3,740,000 West Clermont Local School District School Improvement General Obligation Refunding Bonds, Series 2013 (Bond Counsel)

$3,740,000 West Clermont Local School District School Improvement General Obligation Refunding Bonds, Series 2013 (Bond Counsel)

$4,000,000 Northwest Local School District Energy Conservation General Obligation Bonds, Series 2012 (Federally Taxable – Qualified Zone Academy Bonds – Direct Pay)

$4,000,000 Northwest Local School District Energy Conservation General Obligation Bonds, Series 2012 (Federally Taxable – Qualified Zone Academy Bonds – Direct Pay)

$4,530,000 Graham Local School District School Improvement General Obligation Refunding Bonds, Series 2013 (Bond Counsel)

$4,530,000 Graham Local School District School Improvement General Obligation Refunding Bonds, Series 2013 (Bond Counsel)

$45,000,000 Colorado Educational and Cultural Facilities Authority Adjustable Rate Demand Revenue Bonds, Series 2007 (Valor Christian School)

$45,000,000 Colorado Educational and Cultural Facilities Authority Adjustable Rate Demand Revenue Bonds, Series 2007 (Valor Christian Schools) – Bond Counsel for construction of new high school

$6,215,000 Southern State Community College District, General Receipts Refunding and Improvement Bonds, Series 2012

$6,215,000 Southern State Community College District, General Receipts Refunding and Improvement Bonds, Series 2012

$6,500,000 Board of Education of the Northwest Local School District Certificates of Participation, Series 2012, School Facilities Project, Evidencing Proportionate Interests in Base Rent to be Paid by the District

$6,500,000 Board of Education of the Northwest Local School District Certificates of Participation, Series 2012, School Facilities Project, Evidencing Proportionate Interests in Base Rent to be Paid by the District