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RECENT DEALS
| Type | Issuer / Description | Lead Manager / Municipal Advisor | Date Posted | |||
|---|---|---|---|---|---|---|
| 1. | PRELIM Negotiated | CA | California Public Finance Authority ($78,695,000) Senior Living Rental Housing Revenue Bonds, Series 2025A (Senior Lien) (Sunrise of Long Beach) | Herbert J. Sims & Co., Inc. Jones Lang LaSalle Securities, LLC | 07/15/25 | |
| 2. | FINAL Negotiated | CA | California Public Finance Authority ($600,000) Tax Increment Revenue Bonds (Fontana Jurupa Hills Project Area), Third-Tier Series 2025 C | HilltopSecurities GPM Municipal Advisors LLC (MA) | 07/02/25 | |
| 3. | FINAL Negotiated | CA | California Public Finance Authority ($27,675,000) Tax Increment Revenue Bonds (Fontana Jurupa Hills Project Area), First-Tier Series 2025 A and Second-Tier Series 2025 B | HilltopSecurities GPM Municipal Advisors LLC (MA) | 07/02/25 | |
| 4. | FINAL Negotiated | CA | California Public Finance Authority ($18,170,000) Charter School Revenue Bonds (LaVerne Elementary Preparatory Academy Project), Series 2025A and Series 2025B (Taxable) | Herbert J. Sims & Co., Inc. | 07/01/25 | |
| 5. | FINAL Negotiated | CA | California Public Finance Authority ($123,090,000) Senior Living Rental Housing Revenue Bonds (Sunrise of Manhattan Beach), Series 2025A-1 (Senior Lien) and Series 2025A-2 (Senior Lien) | Goldman Sachs & Co. LLC | 02/11/25 | |
| 6. | FINAL Negotiated | CA | California Public Finance Authority ($455,030,000) Senior Living Revenue Bonds (The James), Senior Series 2024 Bonds, Senior Series 2024A Bonds, Tax Exempt and Senior Series 2024B Bonds, Federally Taxable | Herbert J. Sims & Co., Inc. | 11/20/24 | |
| 7. | FINAL Negotiated | CA | California Public Finance Authority ($248,875,000) Revenue Bonds (PIH Health), Series 2024A and Series 2024B (Federally Taxable) | BofA Securities Barclays Kaufman, Hall & Associates, LLC (MA) | 07/18/24 | |
| 8. | FINAL Negotiated | CA | California Public Finance Authority ($250,000,000) Federally Taxable Revenue Bonds (Adventist Health System/West), Series 2024B and Series 2024C | Barclays PNC Capital Markets LLC | 05/16/24 | |
| 9. | FINAL Negotiated | CA | California Public Finance Authority ($146,120,000) Revenue Bonds (Sharp HealthCare), Series 2024D and Series 2024E | TD Securities Kaufman, Hall & Associates, LLC (MA) | 01/24/24 | |
| 10. | FINAL Negotiated | CA | California Public Finance Authority ($146,000,000) Revenue Bonds (Sharp HealthCare), Series 2024B and Series 2024C | RBC Capital Markets Kaufman, Hall & Associates, LLC (MA) | 01/24/24 |
