Clear Scope provides a broad spectrum of services that address the growing financial needs of our clients. You can count on us to tailors comprehensive solutions to meet your needs.
- Assist with developing financial plans and policies
- Provide general and municipal market information
- Prepare rating presentations and investor information
- Recommend capital markets opportunities
- Evaluate underwriters’ proposals and new financing techniques
- Provide investment ideas
- Assist in underwriter selection process for negotiated sales
- Participate in all document review and drafting sessions
- Negotiate with bond insurers, commercial banks and investment providers
- Prepare or review all bond sizing reports
- Establish comparable market prices
- Evaluate proposed fees
- Advise on negotiated bond pricing or manage competitive bid
- Advise on bond allocation and syndicate rules
- Prepare or review post-sale evaluation report
- Manage investment of bond proceeds