Finance Team Partners

The Authority has worked with many finance team partners and is happy to work with your organization to select the partners that best fit your needs. Some of our finance team partners include:

Municipal Advisor

October 14, 2020

MHEFA REQUESTS RESPONSES TO MUNICIPAL ADVISOR REQUEST FOR PROPOSAL

The Minnesota Higher Education Facilities Authority (“MHEFA”) is requesting your consideration of providing a response to this Request for Qualifications / Request for Proposal (“RFP”) to provide Municipal Advisor services to the Authority. Responses are requested by October 21, 2020. Full details can be found by downloading the RFP here: MHEFA Municipal Advisor Request for Proposal October 2020

Answers to the questions received regarding the Municipal Advisor RFP can be found here: MA RFP Q&A Responses

Baker Tilly Municipal Advisors, LLC
380 Jackson Street, Suite 300
Saint Paul, MN 55101
Phone: 651-223-3000
bakertilly.com/specialties/municipal-advisory

Bond CounSEL

Underwriters

Underwriters of Authority bond and note issues are selected in collaboration between the Authority and the borrower school. Underwriters are typically engaged following a request for proposal process coordinated by the Authority and the borrower school. Selection of the underwriter is ultimately the responsibility of the borrower school.

Arbitrage Rebate Calculations:

The Authority has engaged Baker Tilly Municipal Advisors, LLC to provide this service at a discounted rate to its borrowers, however this does not mean that your organization is required to use Baker Tilly Municipal Advisors, LLC.

Baker Tilly Municipal Advisors, LLC
380 Jackson Street, Suite 300
Saint Paul, MN 55101
Phone: 651-223-3000
bakertilly.com/specialties/municipal-advisory

Private Placement Banks

Private Placement Banks of Authority note issues are selected in collaboration between the Authority and the borrower school. Private Placement Banks are typically engaged following a request for proposal process coordinated by the Authority and the borrower school. Selection of the Private Placement Bank is ultimately the responsibility of the borrower school.

Other

The Authority also provides assistance in the selection of other experienced finance team partners including:

• Trustees
• Verification Agents
• Rebate Agents
• Investment Advisor/Escrow Provider
• Credit Rating Agency