Charter Schools

            Raymond James provides focused expertise to solve charter schools' facility financing needs and works with schools at all stages, from pre-opening single site to established, multi-site organizations. We are the only charter school underwriter who also maintains a dedicated USDA specialty group. Our team approach allows us to pursue a financing route specifically tailored to each school's unique situation.

            Raymond James has served as underwriter on more than $500 million of charter school financings and placement agent or advisor on more than $80 million of USDA loans for charter schools.

            Full-service Capabilities

            • Underwriting
            • Private placements
            • USDA financing
            • Rating agency strategy
            • Debt portfolio analysis
            • Investment of proceeds advisory
            • Financial advisory
            • Derivatives advisory

            Team

            Matt Palumbo
            Vice President
            Richmond, VA
               
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            Michael Kirby
            Michael Kirby
            Vice President
            Myrtle Beach, SC
               
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