What Makes Us Different


Seasoned Advice – We believe our team members have the practical experience to help our clients identify and achieve their financial objectives.

  • Members of our team have completed transactions with a value of over $2 billion over the past three years. Our team includes transaction professionals with 45 years of combined financial advisory experience at FSL and other public finance firms.
  • We feature “hands on” involvement by our senior professionals with respect to each engagement.

Our clients receive strategic advice and execution from experienced and seasoned professionals.

Unique Skill Sets – Members of our team possess a multitude of skill not usually found in a financial/swap advisory firm.

  • Members of our team have considerable experience in tax, legal and regulatory compliance matters dealing with tax-exempt and taxable debt offerings in addition to financial skills.

Our unique blend of experience and expertise means that our clients receives advice not only with a financial focus, but also with a legal and tax compliance focus not usually found in traditional financial and swap advisory firms. this permits us to provide our clients with a seamless and integrated service consistent with achieving our client strategic objectives.

Unique Platform – Our affiliation with The Stevens & Lee Companies provides us with a platform usually found only in much larger organizations.

  • We have access, through our affiliated companies, to a governmental affairs practice that has the expertise to assist our municipal and non-profit clients in applying for grant money through several federal and state agencies.
  • We have sophisticated analytical, modeling and research capability and access to transactional and industry-specific databases to optimize results for our clients.

Our unique and integrated approach to providing responsive financial and swap advisory services means that our clients will have the opportunity to not only receive a product which is better researched, analyzed and modeled, but also designed to achieve compliance with applicable legal requirements.

Extraordinary Innovation – The combination of our transactional and industry experience, our diverse educational and occupational backgrounds, our research and analytical platform and our commitment to thinking creatively permits us to consistently deliver customized, creative solutions to our clients.

Our professionals anticipate and identify industry and client-specific threats and opportunities, helping our clients find and implement innovative solutions as a means to realizing their strategic objectives.