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RECENT DEALS
| Type | Issuer / Description | Lead Manager / Municipal Advisor | Date Posted | |||
|---|---|---|---|---|---|---|
| 1. | FINAL Negotiated | UT | Utah Charter School Finance Authority ($19,725,000) Charter School Revenue Bonds (Lakeview Academy), Series 2025 | D.A. Davidson & Co. LRB Public Finance Advisors, Inc. (MA) | 03/05/25 | |
| 2. | FINAL Negotiated | UT | Utah Charter School Finance Authority ($6,375,000) Charter School Revenue Refunding Bonds (Wasatch Peak Academy Project), Series 2024A and Series 2024B (Federally Taxable) | Raymond James Zions Public Finance, Inc. (MA) | 11/06/24 | |
| 3. | FINAL Negotiated | UT | Utah Charter School Finance Authority ($9,460,000) Charter School Revenue Bonds (Athenian eAcademy), Series 2024A (Social Bonds) and Taxable Series 2024B (Social Bonds) | RBC Capital Markets Zions Public Finance, Inc. (MA) Roundtable Funding LLC (MA) | 07/15/24 | |
| 4. | FINAL Negotiated | UT | Utah Charter School Finance Authority ($15,325,000) Charter School Revenue Bonds (Summit Academy Incorporated), Series 2024A | D.A. Davidson & Co. LRB Public Finance Advisors, Inc. (MA) | 01/25/24 | |
| 5. | FINAL Negotiated | UT | Utah Charter School Finance Authority ($9,605,000) Charter School Revenue Bonds (Promontory School of Expeditionary Learning), Series 2023A | Robert W. Baird & Co. Roundtable Funding LLC (MA) | 05/19/23 | |
| 6. | FINAL Negotiated | UT | Utah Charter School Finance Authority ($25,000,000) Charter School Revenue Bonds (John Hancock Charter School), Series 2022A and Taxable Series 2022B | Herbert J. Sims & Co., Inc. Roundtable Funding LLC (MA) Zions Public Finance, Inc. (MA) | 11/10/22 | |
| 7. | FINAL Negotiated | UT | Utah Charter School Finance Authority ($15,625,000) Charter School Revenue Bonds (Canyon Grove Academy), Series 2022A | Herbert J. Sims & Co., Inc. Zions Public Finance, Inc. (MA) Roundtable Funding LLC (MA) | 09/28/22 | |
| 8. | FINAL Negotiated | UT | Utah Charter School Finance Authority ($6,985,000) Charter School Revenue Bonds (Spectrum Academy - Stars Campus Project) Series 2022A and Series 2022B (Federally Taxable) | D.A. Davidson & Co. Zions Public Finance, Inc. (MA) Lewis Young Robertson & Burningham, Inc. (MA) | 09/06/22 | |
| 9. | FINAL Negotiated | UT | Utah Charter School Finance Authority ($19,240,000) Charter School Revenue Bonds, Series 2022A and Taxable Charter School Revenue Bonds, Series 2022B (Wallace Stegner Academy) | D.A. Davidson & Co. Zions Bank Public Finance (MA) | 06/17/22 | |
| 10. | FINAL Negotiated | UT | Utah Charter School Finance Authority ($50,135,000) Charter School Revenue and Refunding Bonds (Ascent Academies of Utah Project), Series 2022 | D.A. Davidson & Co. Zions Public Finance, Inc. (MA) | 03/25/22 |
