Areas of Expertise
Education
Northland Securities and its team of education specialists are dedicated to providing a high level of expertise to our education clients to help them achieve their goals, whether those goals are related to the completion of a building program, providing cash flow borrowing or solving other operational/budget issues. Our objective is to provide the best client service possible. We achieve that by determining our clients' short-term and long-term objectives, crafting optimal debt structures (often phased in over time) and utilizing our direct access to the capital markets for timely completion of transactions.
Our specialty is helping issuers enter the capital markets, including helping them determine which method of sale will best suit their needs. Our staff of professionals can also assist in creatively solving operational and building needs on a variety of different fronts.
Northland's education service offering package includes:
- Assistance with seeking funds for facility improvements, repairs, renovations and/or new school buildings
- Assistance with seeking additional funds to enhance the operating budget
- Capital improvement planning, modeling and budgeting
- Tax levy impact analysis and presentation
- Referendum assistance and process
- Interactive web-site tax calculator
- Exploring existing debt refinancing and restructuring options
- Credit rating comparisons
- Debt issuance
- Lease transactions
- Financing performance contract projects
- Cash flow borrowing for short-term cash flow needs
- Debt management and policy development
- Fund balance management and policy development
- OPEB (Other Post Employment Benefit) funding options
- Budget examinations to help educate Staff and Board members in previewing District options for the next five years
- Assisting in the sale of existing school buildings
- Consolidation analysis
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