Series 53: 4.2.1.1.2. Financial Advisor

Taken from our Series 53 Online Guide

4.2.1.1.2. Financial Advisor

In general, the role of the financial advisor is to:

Review the financial feasibility of the project and assess the issuer’s sources of revenue

Assess the issuer’s ability to stay under the debt ceiling

Recommend a financing structure and maturity schedule

Recommend a call schedule for the bonds and the timing of their sale

Assess the bond’s impact on the community’s credit rating

Prepare an official statement for distribution to potential underwriters and inve

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