FINANCIAL ADVISORY SERVICES FOR
For over 20 years NW Financial has been assisting school districts with the financing of their capital needs. Whether it's through a referendum and bond issuance, the bidding of a capital lease or the refunding of outstanding debt to provide annual savings to school district budgets, NW Financial provides the necessary financial information and analysis that allows a school district to navigate through the financing process. 
  • An evaluation of available funding options
  • Detailed budget and tax impact modeling
  • Credit rating agency plan and presentation
  • Bond and capital lease structuring and bid
  • Official statement preparation
  • Public information development and meeting preparation
More importantly, the addition of a financial advisor early in the financing process is invaluable. For the school district, financial exposure for a failed referendum is limited as NW Financial will only invoice the district if and when the referendum is approved and the subsequent financing is closed. 
Services we can provide:

As financial advisor to your school district, you will be provided with a team of seasoned professionals who will work with you to achieve the most cost effective financing. We offer the following services:

Referendum 
Services

Refinancing 
Services

Lease Purchase Financings

Energy Saving Improvement Program (ESIP)


Investment 
Strategies

Collaboration with Rating Agencies

Continuing 
Disclosure

Developing 
School Budgets

To learn more about the services we can provide to your School District click here

For more information contact:


Douglas J. Bacher, Principal
dbacher@nwfinancial.com
(P) 856-448-2668

Angelina Carione, Vice President
acarione@nwfinancial.com
(P) 856-630-2131
OFFICE LOCATIONS:

Principal Office

2 Hudson Place
3rd Fl
Hoboken, NJ 07030
(P) 201-656-0115
(F) 201-656-4905
South Jersey Office

709 Stokes Road
Ste. 201
Medford, NJ 08058
(P) 609-953-7555
(F) 201-656-4905
Pennsylvania Office

886 Vaughn Road
Pottstown, PA 19465

(P) 610-326-4900
(F) 610-326-4902
Texas Office

44 East Avenue
Ste. 200
Austin, TX 78801
(P) 551-655-7595
(F) 201-656-4905

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