Financial Advisory Services

Texas Southern University is seeking a firm to provide Financial Advisory Services to facilitate impact analyses and modeling across available funding mechanisms. The selected firm will analyze and make recommendations regarding the University's debt structure, refunding, and future debt issues. The firm will also work with underwriters, bond counsel, and other parties to structure debt issues and minimize insurance costs. The contract term is three years with two single-year options. The University is looking for a firm with experience in financial advisory services, particularly in the higher education sector. The firm should have a strong understanding of the tax-exempt and taxable bond markets, as well as experience with underwriting and swap transactions. • Analyze and make recommendations regarding the University's debt structure and future debt issues • Work with underwriters, bond counsel, and other parties to structure debt issues and minimize insurance costs • Provide financial recommendations on whether the University should proceed with public/private or public/public undertakings • Coordinate with the Office of University Advancement to create financial analysis of projects • Participate in meetings as requested, including due diligence and presentations to the Board of Regents