How We Work

As an independent municipal advisory firm, our clients and their best interests are the sole focus of everything we do.

Our Holistic Approach to Client Service

Ehlers strives to build strong, long-lasting relationships – working directly with your staff – to drive projects forward in a way that provides maximum value to your community. We assign multiple advisors and supporting professional staff to each client, so we can deliver exactly the right solution – exactly when needed. What’s more, we approach each client project holistically, where we:

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Clients, Constituents, Communities

Debt Planning & Issuance

Whatever your funding needs may be, you can rely on Ehlers to collaborate with you, legal counsel and other public finance professionals to develop and execute the right financing plan.

Sizing, structure & timing
Marketing
Sale coordination
Closing & funding coordination
Refundings for interest savings

Continuing Disclosures

Post issuance compliance is as important, if not more so, than the debt issuance itself! Our Continuing Disclosure team has got you covered!

Data collection & review
Filing preparation & submission
Policy & procedure consulting

Investment & Treasury Management

You can count on Investment Advisers to construct and manage public funds investment portfolios that seek to protect principal, maintain liquidity, and maximize earnings.

Portfolio development, implementation & reporting
Cash flow analysis & forecasting
Policy consulting
Banking relationship consulting

Interim Staffing

When your finance department experiences staffing vacancies or transitions, Ehlers’ Interim Staffing team can help you stabilize operations, strengthen financial management, and provide experienced leadership.

Full-time, part-time & fractional placements
Project-based engagements
On call support services

Paying Agent Services

Missing or making incorrect bond payments can carry long-lasting negative effects. Ehlers offers complete Paying Agent administration services so you can rest assured knowing your debt payments are made accurately and on time.

Paying agent, fiscal agent & registrar representation
Payment deadline reminders
Call notice & redemption filing
Mandatory term bond redemptions

Economic (Re)Development

Ehlers Economic Development team brings more than 100 years’ combined experience in the field to help bring your community projects to life. What’s more, they have decades of direct local government experience, giving them a keen understanding of development projects from your perspective, not just a financing viewpoint.

Developer roundtables
Pro forma analysis
Developer selection & negotiation
Tax increment financing

Arbitrage Consulting

Effective arbitrage strategy is a key component of any community’s debt management toolkit. Rely on Ehlers highly experienced staff and process-oriented practice to help ensure you remain in full compliance with the Internal Revenue Service.

Strategy, policy & procedure development
Reporting & IRS form preparation
IRS audit guidance & support
Client training & work support

Fiscal Consulting

In today’s environment, many municipalities face financial stability challenges. That’s why our Fiscal Consulting team leverages time-tested analysis and planning tools to help you achieve your long-term goals, while smoothing taxpayer impacts and maintaining fiscal sustainability.

Capital improvement planning
Long-term financial management planning
Utility rate studies
Feasibility & impact analyses
Financial policy development

Over The Last Five Years & Today

2,500

Debt issues totaling more than $15 billion.

200+

TIF districts established

$3.5B+

Total assets under management

350+

Financial planning models & fiscal studies completed

2,000+

Debt issues under current arbitrage monitoring

700+

Continuing disclosure clients having all issues monitored