Public Finance

Issuing municipal bonds in today’s complex market requires highly specialized investment banking services. Bernardi Securities, Inc. is one of the Midwest’s most active underwriters and for over thirty years has helped local governments and school districts raise capital for their public purpose projects.

Bernardi helps issuers throughout the debt issuance process:

  • Debt issuance planning support – Provide issuance options, from structuring ideas and borrowing alternatives to market timing strategy and debt repayment feasibility.
  • Document preparation support – Help prepare documents in collaboration with issuer attorneys and other advisors.
  • Retail & institutional distribution – Lower issuer borrowing costs with proven pre-marketing strategy.
  • Disclosure & issue monitoring – Monitor bond issues after transactions have been completed.

Ranked number one by Thomson Reuters, Bernardi Securities underwrote 110 Illinois city, town and village negotiated municipal bond issues 2008-2011 – more than any other investment bank in the United States.

Municipal bonds not FDIC insured • May lose principal • Not appropriate for all investors