Business Details
49 Years
experience
Municipal Financial Advisory Services
MUNISTAT SERVICES was founded in 1977 to serve as a trusted financial advisor to local governments, school districts, and tax-exempt organizations. Our team specializes in debt management and securities offerings, guiding clients through the entire borrowing process from inception to closing. We provide technical and administrative support while collaborating with bond counsel and market participants to ensure efficient outcomes. With expertise in municipal credit analysis, government accounting, and securities marketing, we prioritize long-term debt management strategies tailored to each client's needs.Our services extend to competitive sales of general obligation bonds, refunding bonds, and taxable obligations, serving hundreds of clients nationwide. We maintain active memberships in leading industry associations and adhere to rigorous professional standards through the National Association of Municipal Advisors. Our certified advisors deliver independent financial guidance, ensuring compliance with SEC regulations and fostering transparency in all transactions.
Services
Capital Project Planning
Rating Agency Reviews
Bond Financing
Continuing Disclosure
Nonprofit Advisory
State Aid Planning
Details
- Year established: 1977
Highlights and features
- We have over 45 years of specialized experience in municipal finance.
- Our team includes Certified Independent Municipal Advisors through NAMA.
- We offer comprehensive SEC Rule 15c2-12 compliance support.
- We maintain active industry association memberships for regulatory updates.
- We provide independent financial advice with no conflicts of interest.
Associations and certifications
- National Association of Municipal Advisors
Services
Capital Project Planning
We develop long-term capital plans and coordinate implementation for municipal projects. Our team structures bond financing, prepares maturity schedules, and conducts sensitivity analyses to inform budgetary decisions. By working directly with officials, we ensure flexible financial strategies that adapt to changing circumstances while maintaining investor appeal.
Rating Agency Reviews
We manage credit rating submissions and agency communications for bond issuances. Our experts prepare documentation, participate in surveillance calls, and arrange analyst meetings to advocate for favorable ratings. With 75+ annual reviews, we ensure accurate market representation and provide clients with rating presentation materials upon request.
Bond Financing
We guide clients through bond, note, and lease financing processes from document preparation to closing. Our services include drafting Official Statements, distributing sale notices, verifying bids, and coordinating final documentation with underwriters and counsel to ensure compliant, efficient transactions in accordance with SEC regulations.
Continuing Disclosure
We maintain SEC Rule 15c2-12 compliance by tracking annual financial reporting obligations. Our system ensures timely EMMA filings, prevents material event disclosures, and safeguards future bond marketability through meticulous database management of official statements and compliance deadlines.
Nonprofit Advisory
We provide capital markets advice to nonprofits including healthcare systems, universities, and community organizations. Our independent financial guidance helps structure low-interest loans and bonds to fund projects while preserving fundraising flexibility and strengthening financial resilience during economic downturns.
Questions
What services does MUNISTAT provide for municipal bond issuers?
We offer comprehensive bond financing services including capital planning, credit rating coordination, Official Statement preparation, bid management, and SEC compliance support.
How does MUNISTAT ensure SEC Rule 15c2-12 compliance?
We maintain a database tracking annual financial reporting requirements and ensure timely EMMA filings to prevent marketability issues for outstanding bonds.
Can nonprofits benefit from MUNISTAT's advisory services?
Yes, we advise nonprofits on tax-exempt financing options to fund capital projects while maintaining financial flexibility and compliance.
What differentiates MUNISTAT from other municipal advisors?
Our 45+ years of experience, NAMA certification, and commitment to independent, conflict-free financial advice set us apart in the industry.
How does MUNISTAT support school districts with state aid?
We manage NYSED applications, prepare debt service schedules, and ensure maximum aid retention through recalibration waiver submissions.
