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RECENT DEALS
| Type | Issuer / Description | Lead Manager / Municipal Advisor | Date Posted | |||
|---|---|---|---|---|---|---|
| 1. | FINAL Negotiated | PA | Montgomery County Industrial Development Authority ($37,250,000) (Commonwealth of Pennsylvania) • Revenue and Refunding Bonds (Ursinus College Project) Series 2024 | Morgan Stanley Callowhill Capital Advisors LLC (MA) | 10/24/24 | |
| 2. | FINAL Negotiated | PA | Montgomery County Industrial Development Authority ($347,030,000) (Pennsylvania) • Exempt Facilities Revenue Refunding Bonds, 2023 Series A (Non-AMT), 2023 Series B (Non-AMT) and 2023 Series C (AMT) (Constellation Energy Generation, LLC Project) | Morgan Stanley | 03/15/23 | |
| 3. | FINAL Negotiated | PA | Montgomery County Industrial Development Authority ($44,140,000) Revenue Bonds (Waverly Heights, Ltd. Project), Series 2019 | Ziegler M&T Securities, Inc. | 06/04/19 | |
| 4. | FINAL Negotiated | PA | Montgomery County Industrial Development Authority ($42,450,000) Revenue Bonds, Series A of 2018 and Series B of 2018 (Whitemarsh Continuing Care Retirement Community Project) | Piper Jaffray | 12/18/18 | |
| 5. | FINAL Negotiated | PA | Montgomery County Industrial Development Authority ($62,230,000) Revenue Bonds (Meadowood Senior Living Project), Series A of 2018 | Piper Jaffray | 11/07/18 | |
| 6. | FINAL Negotiated | PA | Montgomery County Industrial Development Authority ($20,335,000) Bryn Mawr College Revenue Bonds, Series 2017 | Wells Fargo Securities PFM Financial Advisors LLC (MA) | 05/09/17 | |
| 7. | FINAL Negotiated | PA | Montgomery County Industrial Development Authority ($28,835,000) Revenue Bonds, Series of 2016 (Foulkeways at Gwynedd Project) | Ziegler M&T Securities, Inc. Optimal Capital Group (MA) | 06/27/16 | |
| 8. | FINAL Negotiated | PA | Montgomery County Industrial Development Authority ($453,470,000) Health System Revenue Bonds, Albert Einstein Healthcare Network Issue, Series 2015A | BofA Merrill Lynch Wells Fargo Securities | 06/03/15 | |
| 9. | FINAL Negotiated | PA | Montgomery County Industrial Development Authority ($60,090,000) Health System Revenue Bonds (Jefferson Health System), Series 2012A | J.P. Morgan Citi Wells Fargo Securities | 06/11/12 | |
| 10. | FINAL | PA | Montgomery County Industrial Development Authority ($309,435,000) FHA Insured Mortgage Revenue Bonds (New Regional Medical Center Project) Series 2010 | Goldman, Sachs & Co. | 06/11/10 |
