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Capital Markets Services for Public Finance Professionals

Orchard Street Partners offers its clients more than 25 years of experience in securities processing services, technology utilization and transaction management in the municipal securities field.

 

In an increasingly complex debt capital market, our public finance clients can rely on our product experience, our industry knowledge and our independent thinking to ensure that they are getting solutions for their trust, custody and banking services, complete processing solutions and applied technology products that are optimal for their specialized needs.

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Simply put, we help muncipalities manage their costs and minimize risks associated with their debt programs.

 

While many issuers have traditionally relied on their bankers and financial advisors to assist in these matters, it is the growing complexity of these services coupled with the rapid consolidation of the services industry in this space that is driving clients to consider Orchard Street Partners for assistance .

 

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Our current offerings include:

 
Administrative Services Advisory
The operating environment within the finance department of an active municipal authority or agency has become increasingly complex.  We offer clients the opportunity to explore "industry best practice" methodologies without the high pressured sales environment they have to endure in a self managed vendor selection process. 
Orchard Street Partners offers our clients unsurpassed levels of experience in creating efficient, state-of-the-art operating environments for the management of their financing programs. These services include the development of optimal reporting and connectivity schemes with each of the banks and other agents that support the bond trustee, custody, cash management and reporting services.

 

Transaction Management Services

In connection with new financings, Orchard Street Partners offers our clients and their advisors the ability to draw on our experience and our resources to assist in assessing the many logistical services associated with a new securities program;  services that are increasingly more complex and too often given secondary levels of attention.

 

Assisting in areas including deal documentation coordination, identifying specialized technologies to support the financing, selecting a banking services vendors for the program and setting up investor reporting, Orchard Street Partners picks up where the financial advisor, bond counsel and your own staff can leave off.  Whether you use us for a day, a week or a month, we can be the extra pair of hands that will help your program lift off smoothly.

 
Banking Services Evaluation Program
Although many issuers are familiar with the process associated with selecting a trustee, custodian or other agent to support a new financing or their treasury operation, the recent and continued consolidation in the banking industry is creating uncertainty for many issuers as they struggle with both service quality and the basic knowledge of who is left to provide these services and, more importantly, who is qualified to perform the service requirements for their programs.
Our unique program allows issuers to ensure that the service levels for their existing programs are meeting contractual parameters and that their trustee, custodian or agent has both the capabilities and the strategic commitment to continue to support their programs into the future. We also ensure that the economics for each of these services are appropriate and in market.
 

 

For more information, please contact us:

 

Michael J. Pellino

T (904) 707-0976

F (904) 285-2740

mpellino@ospartners.net