Business Details
Trusted Financial Advisers for Public Agencies
Capitol Public Finance Group has built a reputation for delivering tailored financial solutions to public agencies across California. With over $5.1 billion in successfully marketed financings, our team combines deep industry expertise with a client-centric approach to address complex financial challenges. We specialize in crafting customized strategies that prioritize long-term fiscal health while maintaining strict ethical standards. Our professionals bring decades of combined experience in municipal advisory services, debt issuance, and strategic financial planning. We differentiate ourselves through innovative problem-solving and a commitment to transparency in every transaction.By focusing on the unique needs of each client, we help public agencies make informed decisions that align with their community's best interests. Our work has been recognized nationally, including two Far West Deal of the Year awards from The Bond Buyer. From facility planning to tax base analysis, our comprehensive service offerings address the full spectrum of public finance needs. We maintain active registrations with the SEC and MSRB, ensuring compliance with the highest regulatory standards. Our team's extensive credentials, including legal and municipal advisory licenses, position us to provide authoritative guidance in complex financial environments.
Services
Financial Planning
Municipal Advisory
Debt Issuance
Facility Planning
Tax Analysis
Bond Structuring
Developer Mitigation
Workforce Housing
Highlights and features
- We have structured over $5.1 billion in public financings statewide
- Our team includes SEC-registered municipal advisors with specialized licenses
- We implement innovative solutions recognized by national industry publications
- We provide tailored financial strategies instead of generic templates
- Our professionals hold advanced degrees and legal/municipal credentials
Associations and certifications
- U.S. Securities & Exchange Commission
- Municipal Securities Rulemaking Board
Services
Financial Planning
We develop customized financial plans for public agencies through comprehensive analysis of budgets, cash flow, and capital projects. Our team evaluates pension obligations, energy efficiency opportunities, and economic feasibility to create sustainable fiscal strategies. With expertise in Gann limit analysis and special tax calculations, we help agencies make data-driven decisions that balance immediate needs with long-term obligations.
Municipal Advisory
Our SEC-registered municipal advisors provide guidance on debt structuring, bond planning, and financial policy development. We coordinate with credit rating agencies, prepare transparency reports, and ensure compliance with regulatory requirements. From general obligation bonds to special tax financings, we help agencies implement cost-effective solutions that consider both short-term impacts and long-range implications for taxpayers.
Debt Issuance
We manage the complete debt issuance process including bond structuring, market analysis, and investor coordination. Our team handles pension obligation bonds, revenue bonds, and tax credit financing programs while maintaining compliance with MSRB regulations. We provide ongoing debt administration services including annual disclosures, material event filings, and market data reporting to ensure continued financial transparency.
Facility Planning
Our facility planning services cover master planning, asset management, and construction project delivery. We conduct wastewater rate studies, site acquisition analyses, and facility fee justifications to support infrastructure development. By combining financial expertise with operational insights, we help agencies optimize capital investments while maintaining fiscal responsibility throughout project lifecycles.
Workforce Housing
We provide strategic real estate services for workforce housing projects including site acquisition, financial planning, and stakeholder coordination. Our team navigates complex regulatory environments through collaboration with planning commissions, city councils, and development partners. We specialize in creating sustainable housing solutions that address community needs while maintaining fiscal viability for public agencies.
People
Jeffrey Small
General Manager, Municipal Advisor Principal
Attorney and SEC-registered municipal advisor with Series 50 and 54 licenses. Specializes in debt issuance and strategic consulting for public agencies across California. Holds BA from University of Arizona and active California Bar membership.
Cathy Dominico
Managing Partner, Strategic Consulting Services
Leads strategic consulting services including facility planning and financial analysis. Directs development of comprehensive analytic reports and communication strategies for public agencies. Holds BS from University of California, Davis.
Chris Terry
Chief Operating Officer, Municipal Advisor Representative
Quantitative analyst and SEC-registered Municipal Advisor Representative with Series 50 license. Oversees daily operations and provides analytical support for public finance projects. Veteran of U.S. Navy with BS from UC Davis.
Stephanie Bell
Project & Research Specialist
Responsible for preparing client reports, studies, and presentations. Supports financial analysis and project management activities while completing BS program at BYU Idaho.
Questions
What services does Capitol PFG offer public agencies?
We provide financial planning, municipal advisory services, debt issuance assistance, facility planning, tax base analysis, developer mitigation, and workforce housing solutions tailored to California public agencies.
How does Capitol PFG ensure ethical financial practices?
As SEC-registered municipal advisors, we maintain strict compliance with all regulatory requirements while prioritizing transparency and long-term fiscal responsibility in every transaction we structure.
What experience does your team have in public finance?
Our team has completed over 300 financings totaling $5.1 billion, with professionals holding advanced degrees, legal credentials, and specialized municipal finance licenses.
How do you handle complex stakeholder relationships?
We employ proven communication strategies and collaborate with planning commissions, city councils, and development consultants to navigate complex regulatory environments effectively.
What sets Capitol PFG apart from other firms?
We combine legal expertise, SEC registration, and $5.1 billion in successful financings with a commitment to creating customized solutions rather than standardized templates.
