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Bernardi Pre-Sale Efforts
Lower Borrowing Costs
Our extensive client
base for local bond issues creates money saving opportunities
for our issuer clients. We will contact specific clients (local
banks, local high net worth individuals and others) for their
interest in the issue. Pre-sale commitments lower our risk factor
and enable us to further reduce our underwriting spread.
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Working With Local Financial
Institutions
Local banks, savings
& loans, insurance companies and pension funds are excellent placement
venues. We contact many such investors prior to the sale of the
bonds, obtain their degree of interest and reduce interest costs
and underwriting spread accordingly. Thereby further reducing
the cost of the financing.
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Extensive Base of Midwestern
Investors and Investment Advisors
Over the past twenty
years we have built a substantial base of investors with a bias
for local mid-western issuers. We maintain a log of their current
investment needs and contact them as we begin to bring a new
issue to market. This focused distribution methodology enables
us to further reduce underwriting costs and risks... to the
issuer's advantage.
