Independent Financial Guidance for Government Initiatives

Transcription

1 Independent Financial Guidance for Government Initiatives

2 What the Acacia Tree Represents The acacia tree is a symbol of strength and stability, with a sturdy core and deep roots; of diversity, its beautiful flowers blending with sharp thorns; and of adaptability, adjusting to a wide range of climates. As a result, the acacia, These qualities inspire us every day. We pride ourselves on delivering sound guidance something we believe can only be achieved when both financial expertise and personal chemistry are aligned with each client, project and situation. which often stands alone, provides shelter and nourishment for those around it.

3 Effectively raising money to fund vital community projects including construction of schools and hospitals, roadway and utility improvements, waste solutions and innovative green initiatives is something every individual, family and business depends on. Regardless of the type, size or complexity of an initiative, its successful completion ultimately depends on the skills and motivations of the people involved in the process. financial know-how, strategic thinking, creativity and interpersonal skills to achieve the desired result. The Financial Advisor is more than just one piece of the puzzle. In addition to their quantitative responsibilities, FAs often play the role of quarterback, responsible for managing timelines, personalities, legal regulations, market conditions and, of course, policy objectives. It s a matter of trust. Given the public visibility and far-reaching impact of these projects, officials demand a blend of

4 The Preeminent Source for Financial Guidance on Any Public Project Acacia Financial Group knows how to get things done. We know the ins and outs of issuing debt, as well as protecting and growing assets. We also understand the policy concerns unique to the public sector, because that s all we do. Our clients are local, county and state level government entities or more specifically, the individuals who hold the profound responsibility of running them. They have a fundamental need for astute, dependable, unbiased financial counsel. What they get from us is senior-level Acacia provides exceptional strategic and quantitative insight, along with keen attention to detail. What really sets us apart is how we watch out for our clients and become personally vested in each relationship. We re talking about respect and compassion, communication, followup and a willingness to support our clients with complicated or difficult issues throughout our engagement. And there s also something to be said for being personable a partner that s easy to work with. analysis and advice from a team of A-players with superior ability, experience and character.

5 Call it bedside manner or simply service. It s something many companies today seem to overlook. We ve built Acacia on the dual principles of financial expertise and client care both tailored to the public sector because we know it can be the difference between competence and excellence. We re hands-on and earnest, but we re also tough and tenacious when we have to be. The strength Our clients recognize how much they get with us how we take care of them, help safeguard their interests and manage their finances in the most effective and caring manner possible. They appreciate the way we enable them to serve their constituencies and enrich their communities. That s why many of our clients have followed us to Acacia, extending relationships that go back a decade or more. Again, a matter of trust. of our credentials is virtually unmatched, and our well-rounded team and full suite of services make us a good fit for any type of government organization or initiative.

6 Full-Service Financial Advisory Firm Capabilities As an independent Financial Advisor exclusively dedicated to the needs of government entities, Acacia is a proven resource for expert design and implementation of effective strategies. Leveraging one of the fundamental principles of sound financial planning diversification we ve built our team with talent representing a wide range of personal and professional backgrounds. Our experience encompasses investment banking, government administration, engineering and corporations and as volunteer appointees. Still, we all share certain essential qualities we are diligent, perceptive, considerate, assertive and ethical and that common ground fuels a mutual sense of respect and purpose. Together, we re able to offer a broad range of services covering virtually every aspect of public financial management, providing a package of proficiency, integrity and care that s simply unmatched by any firm anywhere in the country. public service as entrepreneurs, in large Acacia Financial Group Services Debt New Money & Project Financing Refinancings/ Refundings Capital Planning Rating Agency Strategies Acacia Clients States & State Authorities/Agencies Counties & County Authorities Local & Regional Authorities Municipalities School Districts Consulting Budget/Cash Flow Modeling Tax/User Impact Analysis Redevelopment Services Green Initiatives Derivatives Swaps Options Pricing

7 Key Facts about Acacia Advised on more than 850 long-term municipal bond and note transactions with an aggregate par value exceeding $65 billion over the past decade Strong regional presence and reputation in the Mid-Atlantic (NJ/PA/NY) and Northeast (CT/MA) regions of the U.S., with a growing national client base across the Midwest (OH, IL, WI), Southeast (GA), and West Coast (AK, CA, CO). Consistently ranked among the top FAs in the nation Team of high-caliber talent averaging 20 years in public finance Wholly-owned and managed by five senior partners

8 Corporate Headquarters Greater Philadelphia Four Greentree Centre, Suite Lincoln Drive West Marlton, NJ Phone: (856) Fax: (856) New Jersey 26 Park Street, Suite 2010 Montclair, NJ Phone: (973) Fax: (856) Alask a 406 G Street, Suite 205 Anchorage, AK Phone: (907) Fax: (907) Illinois 221 N. LaSalle Street, Suite 1500 Chicago, IL Phone: (312) Fax: (312) New York 7 Times Square, 20th Floor New York, NY Phone: (212) Fax: (212) Ohio 66 East Lynn Street Columbus, Ohio Phone: (614) Fax: (614) Acacia, the Acacia tree logo, and Rooted in Trust are marks of Acacia Financial Group, Inc. All other marks are property of their respective owners Acacia Financial Group, Inc., all rights reserved.