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Capital Markets Services for Public Finance Professionals

Orchard Street Partners offers its clients more than twenty-five years of experience in securities processing, technology utilization and transaction management in the public finance markets for state and local governments and their agencies across the United States.  We are a registered Municipal Advisor with both the Municipal Securities Rulemaking Board (MSRB) and the Securities Exchange Commission (SEC).

 

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 best-in-class solutions for their bond and other securities programs:

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Optimal  pricing and services strategies for trustee, custodial, treasury and other banking related servcies

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Leveraging our extensive network of service professionals, including law and accounting firms to ensure best-in-class program support

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Independent analysis of software and tecnology solutions to support internal workflow and external reporting processes

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Detailed  assessment of internal processing functions and design, utilizing optimal "private-sector" techniques to improve departmental operating efficiences

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Our Public Finance Practice is focused on helping muncipalities manage their costs and minimize risks associated with their debt programs and the financial services they purchase to support their captial market activities.

 

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

 

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Our offerings include:

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Administrative Services Advisory
The operating environment within the finance department of many active municipal departments and agencies has become increasingly complex.  We offer clients the opportunity to explore "best practice" methodologies for third party services, without the high pressured sales environment that they have to endure in a self-managed vendor selection process.
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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 agents that support bond trustee, custody, cash management and reporting services.
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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 services-related logistics associated with a new securities program; services that are increasingly more complex and which, too often, are given only secondary levels of attention.

 

Assisting in areas including documentation coordination, identifying specialized technologies to support a financing, the selection of service vendors for a program and the setting-up of investor reporting schemes, Orchard Street Partners can fill a valuable gap in an agency's current support structure and can be the extra pair of hands that will help your program lift off smoothly.

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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 committed and qualified to provide these services and, most importantly, who is prepeared to perform the specific service requirements in their programs.
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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:

 

clientsupport@ospartners.net