Pre-Qualified Bond Underwriters

Palm Beach County is seeking proposals from qualified investment banking firms to serve as senior managers and co-managers for the County's negotiated sale of tax-exempt and taxable municipal bonds and other financing transactions on a non-exclusive and as-needed basis. The selected firms will be part of a pre-qualified bond underwriters pool. The County's goal is to select underwriters that have the expertise to result in a successful sale and obtain the lowest interest cost to the County. The scope of work includes developing the structure and overall marketing strategy for bond transactions, managing the underwriting team, assisting in drafting the preliminary and final official statements, and providing analyses of market conditions. Key aspects of the proposal include: • Experience and qualifications in conducting similar work and services • Marketing and distribution capabilities, including institutional and retail distribution • Capitalization and underwriting capacity • Resources, key personnel, and operations • References and case studies • Compliance with the County's debt management policy and other applicable laws and regulations.