You plan to issue municipal bonds to finance a project in your community. A key part of planning the issuance of new debt is to assemble a team of municipal market professionals to work with you and your team. State and local governments and other municipal securities issuers usually hire an underwriter and often a municipal advisor to assist them in the issuance of their municipal securities.
This page offers a curated set of educational resources to help you learn more about these financial professionals, what to expect when working with them and other considerations when issuing municipal securities.
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Learn about the financial professionals involved in a municipal bond deal:
- Roles and Responsibilities: The Financing Team
- Professionals Involved in a Negotiated Transaction
- Professionals Involved in a Competitive Transaction
Learn what to expect from your financial professionals:
- Duties and Obligations of Dealers and Municipal Advisors to Issuers
- What to Expect from Your Underwriter
- What to Expect from Your Municipal Advisor
- Information for Municipal Advisory Clients
- Financial Considerations for Hiring Municipal Advisors
Make sure the financial professionals you're considering have the proper qualifications:
Learn about the underwriting process:
- The Underwriting Process
- Issuer Considerations for Distributing Bonds: Establishing Priority of Orders
