48+ total transactions — 8 tracked below spanning 2021–2025 · 3 industries
General M&A advisory and transaction support for mid-market corporate clients.
Underwriting of Auburn University bond issuance for institutional education financing.
Bond underwriting and placement for university capital financing needs.
$1.48 billion financing for Alabama Public Schools system education capital projects.
Underwriting services for municipal financing in Rehobeth, Alabama.
Ongoing municipal bond underwriting and placement programs across Southeastern states.
Co-management of $1.5 billion State of Alabama bond program with Stephens Inc.
Co-selected for bond underwriting services for San Antonio Housing Trust Foundation.