Dale Scott & Company is a highly experienced financial advisory firm based in San Francisco, CA, specializing in guiding California K-14 districts through the complexities of the capital markets. With over three decades of expertise, they offer comprehensive support in all aspects of the debt issuance process, including quantitative structuring, credit analysis, and final pricing. Committed to securing the lowest cost of funding for their clients, they employ a competitive bidding approach or direct negotiations with underwriters. By understanding their clients' internal dynamics and community profile, they ensure transparent execution and strategic alignment with the district's goals.
Recognizing the importance of political considerations, Dale Scott & Company provides election advisory services, assisting clients in placing measures on the ballot. Their meticulous attention to detail, understanding of the political process, and ability to listen to diverse perspectives enable them to develop effective capital plans that address immediate and long-term project needs. Through quantitative analysis and voter survey research, they evaluate voter support, tax rate impacts, and election dates, ultimately creating a finished plan that includes ballot language and a public information strategy. With a track record of successful financings, Dale Scott & Company is a trusted partner for California K-14 districts seeking expert financial guidance.
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