Coordination of All Aspects of a Finance Transaction
The professionals at Dunlap and Associates are involved in the project from the planning stages to the closing. Dunlap
and Associates "quarterbacks" the process to assure that the financing is completed in a manner which meets the client's objectives
on a timely and cost-effective basis.
Competitive Bond Sale Bidding
With competitive bidding on a sealed-bid basis, the bonds are sold to the bidders submitting the best bid according
to criteria stipulated in the notice of sale as developed by Dunlap and Associates. Dunlap and Associates solicits
bids from a universe of over several different national and regional bond firms.
Competitive Bank Loan Bidding
When market conditions or tax regulations favor a bank loan, Dunlap and Associates solicits bids from local and
regional banks using a Request for Proposal written specifically to meet the client's needs.
Negotiated Bond Sale Services
A negotiated underwriting is that method of sale in which Dunlap and Associates negotiates on behalf of its client
with an underwriter selected by the client. This negotiation relates to bond prices, interest rates, prepayment provisions
and other terms of the bonds. Official Statement preparation, determination of document terms, credit enhancement, rating
agency discussions, timing, and other services are provided by Dunlap and Associates.
Refinancing Analysis
Using the latest technology, the professionals at Dunlap and Associates prepare a detailed report that includes all
of the options available to the client when planning a refunding project.
Financial Structuring
There are several options available to a client with respect to the financing structure depending on the type of project
and amount to be borrowed. Some of these options include: a bond issue; bank loan; pooled loan programs; Federal and State
programs and derivative products.
Preparation of Bond Offering Documents
Dunlap and Associates assists in the development of an official statement for each bond issue. The official
statement contains an overview of the project, financial information of the client, and demographic information of the client.
Specialized Services to Meet Client Objectives
Dunlap and Associates tailors its services to meet the client's needs and objectives.
