Experience

WM Financial Strategies serves exclusively as an independent municipal advisor to cities, school districts and other local governments in providing a broad spectrum of financial advisory services. The following is a list of municipal bond issues and other debt obligations for which WM Financial Strategies served as a municipal advisor. (Note that because WM Financial Strategies provides many services that are not linked to bond sales, the following list only partially reflects the company's public finance experience.)

Year Client

Transaction

2016 City of Poplar Bluff, Missouri $7,070,000 Transportation Development District Bonds
2016 City of Boonville, Missouri $3,040,000 Certificates of Participation (Sewer System and Parks Project)
2016 City of Warrenton, Missouri $15,400,000 Interchange Project (MODOT Loan)
2016 City of Farmington, Missouri $6,130,000 Certificates of Participation (Sewerage System Project)
2016 City of Hannibal, Missouri $6,675,000 Leasehold Revenue Bonds (Street Project)
2016 Village of Bel Nor, Missouri $785,000 General Obligation Bonds
2016 City of St. Charles, Missouri $3,225,000 Limited General Obligation Neighborhood Improvement District Bonds
2016 City of Wentzville, Missouri $3,430,000 Refunding Certificates of Participation
2016 City of Ste. Genevieve, Missouri $2,800,000 Refunding Certificates of Participation
2016 Cole County, Missouri $6,130,000 Refunding Certificates of Participation
2016 City of Shrewsbury, Missouri $17,350,000 Tax Increment Revenue Bonds
2016 City of Dardenne Prairie, Missouri $3,070,000 Refunding Certificates of Participation (City Hall and Parks Project)
2016 City of St. Peters, Missouri $8,000,000 General Obligation Bonds (Stormwater Project)
2016 City of Boonville, Missouri $1,345,000 Sewerage System Refunding Revenue Bonds
2016 City of St. James, Missouri $5,340,000 General Obligation refunding Bonds
2016 City of Wright City, Missouri $1,500,000 General Obligation Bonds (City Hall Project)
2016 Lindbergh School District, Missouri $6,000,000 Certificates of Participation
2016 City of St. Peters, Missouri $16,170,000 General Obligation Bonds
2016 Orchard Farm School District, Missouri $9,405,000 General Obligation Refunding Bonds
2016 Fon Du Lac Park District, Illinois $1,040,000 General Obligation Bonds
2015 City of Wentzville, Missouri

$4,630,000 Refunding Certificates of Participation

2015 St. Charles County Ambulance District, Missouri

$1,520,000 General Obligation Refunding Bonds

2015 City of Hannibal, Missouri

$12,960,000 Waterworks Revenue Bonds (State of Missouri - Direct Loan Program)

2015 City of St. Charles, Missouri

$10,290,000 Tax Increment Revenue Bonds (West Clay Project)

2015 City of St. Peters, Missouri

$7,500,000 Combined Waterworks and Sewerage System Project

2015 City of Shrewsbury, Missouri

$1,920,000 Certificates of Participation
(Energy Efficiency Project)

2015 City of St. Charles, Missouri

$18,785,000 Neighborhood Improvement District Refunding Bonds

2015 Lindbergh Schools, Missouri

$9,865,000 General Obligation Refunding Bonds

2015 City of Belleville, Illinois

$8,500,000 General Obligation Bonds (Phase 2, Police Station and City Hall Project)

2015 City of St. Genevieve, Missouri

$1,200,000 Certificates of Participation (Combined Waterworks and Sewerage System Project)

2015 City of Woodson Terrace, Missouri

$1,500,000 General Obligation Bonds (Community Center Project)

2015 City of Wentzville, Missouri

$15,675,000 Refunding Certificates of Participation (Park Project)

2015 City of Poplar Bluff, Missouri

$16,900,000 Tax Increment Financing Revenue Bonds

2015 Boles Fire Protection District, Missouri

$4,095,000 General Obligation Refunding Bonds

2015 City of St. Peters, Missouri

$7,050,000 General Obligation Refunding Bonds

2015 Orchard Farm School District, Missouri

$6,200,000 Genera Obligation Refunding Bonds

2015 City of St. Charles, Missouri

$3,725,000 General Obligation Refunding Bonds

2015 City of West Plains, Missouri

$3,920,000 Certificates of Participation

2015 City of Maplewood, Missouri

$6,000,000 General Obligation Bonds (Fire Station Project)

2015 City of Maryland Heights, Missouri

$15,000,000 Certificates of Participation (Community Center Project)

2015 City of St. Charles, Missouri

$4,620,000 Neighborhood Improvement District Bonds (Charlestowne Project)

2015 Fon Du Lac Park District, Missouri

$975,000 General Obligation Limited Tax Park Bonds

2014 City of Warrenton, Missouri

$9,910,000 Combined Waterworks and Sewerage System Revenue Bonds

2014 City of Olivette, Missouri

$13,500,000 General Obligation Bonds (City Hall Project)

2014 Orchard Farm School District, Missouri

$8,900,000 General Obligation Bonds

2014 City of Kirkwood, Missouri

$3,605,000 Certificates of Participation (Energy Efficiency Project)

2014 Lindbergh School District, Missouri

$34,035,000 General Obligation Bonds

2014 Pacific Fire Protection District, Missouri

$1,580,000 General Obligation Bonds

2014 City of St. Peters, Missouri

$9,675,000 General Obligation Bonds (Stormwater Project)

2014 Consolidated Public Water Supply District No. C-1, Jefferson County, Missouri

$1,995,000 Waterworks Revenue Bonds

2014 City of St. James, Missouri

$1,675,000 General Obligation Refunding Bonds

2014 City of Highland, Illinois

$2,595,000 General Obligation Refunding Bonds (Alternate Revenue Source ) General Sales Tax

2014 City of Highland, Illinois

$4,620,000 General Obligation Refunding Bonds (Alternate Revenue Source ) Non-Home Rule Sales Tax

2014 City of St. Charles, Missouri

$6,885,000 Refunding Certificates of Participation

2014 Cole County, Missouri

$16,305,000 Refunding Certificates of Participation (Jail Project)

2014 City of Farmington, Missouri

$8,650,000 Certificates of Participation (Police Station and Library Project)

2014 City of Maplewood, Missouri

$2,880,000 General Obligation Refunding Bonds

2014 Lindbergh School District, Missouri

$32,060,000 General Obligation Refunding Bonds

2014 City of St. Charles, Missouri

$2,925,000 Neighborhood Improvement District Bonds (New Town Gateway Project)

2014 City of Bridgeton, Missouri

$9,285,000 Certificates of Participation (Community Center Project)

2014 City of Wright City, Missouri

$2,980,000 Refunding Certificates of Participation (Waterworks System Project)

2014 City of West Plains, Missouri $3,230,000 Waterworks System Revenue Refunding Bonds
2013 City of Bridgeton, Missouri $9,465,000 Certificates of Participation (Community Center Project)
2013 City of Hannibal, Missouri $6,430,000 Sewerage System Revenue Bonds
2013 City of  St. Ann, Missouri $5,500,000 Certificates of Participation (Community Center Project)
2013 City of Lake Ozark, Missouri $300,000 Waterworks System Revenue Bonds
2013 St. Charles County Ambulance District, Missouri $4,300,000 General Obligation Refunding Bonds
2013 City of Highland, Illinois $2,745,000 General Obligation Sewer System Bonds (Alternate Revenue Source)
2013 City of St. Charles, Missouri $3,545,000 General Obligation Bonds
2013 Jefferson County Missouri $445,000 Neighborhood Improvement District Bonds
2013 City of St. Charles, Missouri $3,800,000 Neighborhood Improvement District Bonds (Street of St. Charles Project)
2013 City of St. Peters, Missouri $18,540,000 Refunding Certificates of Participation
2013 City of  St. James, Missouri $2,805,000 Sewerage System Revenue Bonds
2013 Central County Fire & Rescue District $2,060,000 Certificates of Participation
2013 City of Boonville, Missouri $3,225,000 Refunding Certificates of Participation
2013 O'Fallon Fire Protection District, Missouri 8,680,000 General Obligation Bonds
2013 City of St. Charles, Missouri $12,400,000 General Obligation Bonds
2013 City of Hannibal, Missouri $2,285,000 Refunding Leasehold Revenue Bonds
2013 City of St. Charles, Missouri $8,525,000 Refunding Neighborhood Improvement District Bonds
2013 Lindbergh Schools, Missouri $1,355,000 Lease Participation Certificates
2013 City of Ferguson, Missouri $9,055,000 Certificates of Participation (Community Center and Police Station Project)
2013 Orchard Farm School District, Missouri $1,490,000 General Obligation Refunding Bonds
2013 Fon du Lac Park District, Illinois $1,000,000 General Obligation Bonds Park Bonds
2013 Lindbergh Schools, Missouri $3,585,000 General Obligation Refunding Bonds
2012 City of Wildwood, Missouri $1,910,000 Limited General Obligation Bonds, Neighborhood Improvement District
2012 City of Belleville, Illinois $6,915,000 General Obligation Refunding Bonds
2012 City of St. Peters, Missouri $4,000,000 General Obligation Bonds
2012 City of Olivette, Missouri $730,000 Limited General Obligation Bonds, Neighborhood Improvement District
2012 Jefferson County Public Water Supply District C-1 $1,965,000 Waterworks System Refunding Revenue Bonds
2012 City of Dardenne Praire, Missouri $1,240,000 Limited General Obligation Refunding Bonds, Neighborhood Improvement District
2012 St. Charles County Ambulance District $1,745,000 General Obligation Refunding Bonds
2012 Washington Park District, Illinois $1,745,000 General Obligation Refunding Bonds (Alternate Revenue Source)
2012 City of St. Charles, Missouri $18,385,000 Limited General Obligation Bonds, Neighborhood Improvement District
2012 City of Osage Beach, Missouri $4,410,000 Tax Increment Refunding Bonds
2012 Jefferson County, Missouri $1,009,000 Limited General Obligation Refunding Bonds, Neighborhood Improvement District
2012 City of West Plains, Missouri $4,955,000 Certificates of Participation
2012 City of Eureka, Missouri $8,170,000 Certificates of Participation (Recreation Center Project)
2012 City of Bridgeton, Missouri $3,870,000 Certificates of Participation (Public Works Facility)
2012 Boles Fire Protection District, Missouri $2,960,000 General Obligation Refunding Bonds
2012 Jefferson County, Missouri $17,315,000 Refunding Certificates of Participation
2012 City of Highland, Illinois $3,750,000 General Obligation Bonds (Alternate Revenue Source) (TIF/Hospital Project)
2012 City of Kirkwood, Missouri $8,520,000 Refunding Certificates of Participation (Water Project)
2012 City of Pasadena Hills $1,250,000 General Obligation Refunding Bonds
2012 City of Ferguson, Missouri $2,065,000 Refunding Certificates of Participation (Aquatic Center Project)
2012 City of Lake Ozark, Missouri $1,680,000 Refunding Waterworks Revenue Bonds
2012 City of Highland, Illinois $4,225,000 Electric System Revenue Bonds (FTTP Project)
2012 Fon du Lac Park District, Illinois $2,150,000 General Obligation Bonds (Alternate Revenue Source)
2012 City of University City, Missouri $7,020,000 Refunding Certificates of Participation
2012 Orchard Farm School District, Missouri $3,475,000 General Obligation Refunding Bonds
2012 Lindbergh Schools, Missouri $9,070,000 General Obligation Refunding Bonds
2012 City of St. Charles, Missouri $28,105,000 Refunding Certificates of Participation (Convention Center Project)
2012 City of Carlinville, Illinois $1,035,000 General Obligation Bonds (Alternate Revenue Source)
2012 Fon du Lac Park District, Illinois $965,000 General Obligation Park Bonds
2011 Village of Glen Carbon, Illinois $4,470,000 General Obligation Refunding Bonds
2011 Village of Glen Carbon, Illinois $1,040,000 General Obligation Refunding Bonds (Waterworks and Sewerage Alternate Revenue Source)
2011 City of Eureka, Missouri $5,920,000 Certificates of Participation (Water Softening Project)
2011 City of Belleville, Illinois $8,670,000 General Obligation Refunding Bonds
2011 City of St. Charles, Missouri $9,860,000 Neighborhood Improvement District Bonds
2011 Lindbergh Schools, Missouri $2,090,000 Certification of Participation (Building Acquisition)
2011 Cole County, Missouri $8,820,000 Refunding Certificates of Participation (Jail Project)
2011 Affton Fire Protection District, Missouri $4,700,000 Refunding Certificates of Participation
2011 City of Ferguson, Missouri $8,000,000 General Obligation Bonds (Fire Station Project)
2011 City of West Plains, Missouri $6,260,000 Sewerage System Refunding Revenue Bonds
2011 City of Wentzville, Missouri $5,990,000 Refunding Leasehold Revenue Bonds
2011 City of Osage Beach, Missouri $5,100,000 Tax Increment Financing Notes
2011 City of St. Peters, Missouri $5,150,000 Taxable General Obligation Refunding Bonds
2011

Fon Du Lac Park District, Illinois

$995,000 General Obligation Limited Tax Park Bonds (Alternate Revenue Source)

2011 City of Farmington, Missouri $5,555,000 Certificates of Participation (Waterworks System Project)
2011 City of Belleville, Illinois $5,000,000 General Obligation Bonds (Street Project)
2011 City of Wentzville, Missouri $21,631,000 Sewerage System Revenue Bonds (State Revolving Loan Fund
2011

Fon Du Lac Park District, Illinois

$935,000 General Obligation Park Bonds

2011 City of Webster Groves, Missouri $13,000,000 General Obligation Bonds (Street Project)
2011 City of St. James, Missouri $6,700,000 General Obligation Bonds (Electric System Project)
2011 City of Wentzville, Missouri $18,900,000 Certificates of Participation (Park Project)
2010

City of Wentzville, Missouri

$5,550,000 Refunding Certificates of Participation and $3,710,000 Taxable Certificates of Participation (Recovery Zone Bonds)

2010

St. Charles, Missouri

$29,765,000 Refunding Certificates of Participation

2010

Lindbergh Schools, Missouri

$6,055,000 General Obligation Refunding Bonds

2010

City of Boonville, Missouri

$3,390,000 Taxable Certificates of Participation (Build America Bonds)

2010

City of Wildwood, Missouri

$3,000,000 Certificates of Participation (City Hall Project)

2010

City of St. Peters, Missouri

$3,790,000 General Obligation Refunding Bonds (refunding lease obligations)

2010

City of St. Peters, Missouri

$1,725,000 Certificates of Participation (Stormwater Project)

2010

City of Highland, Illinois

$3,199,366 General Obligation Capital Appreciation Bonds (Alternate Revenue Source) Street Project

2010

City of St. Charles, Missouri

$7,007,790 Capital Appreciation Certificates of Participation and $73,695,000 Taxable Certificates of Participation (Build America Bonds) Water and Sewerage System Projects

2010

City of St. Charles, Missouri

$7,630,000 Neighborhood Improvement District Bonds

2010

Jefferson County, Missouri

$2,650,000 Refunding Certificates of Participation

2010

City of St. Peters, Missouri

$2,520,000 General Obligation Refunding Bonds

2010

City of St. Peters, Missouri

$875,000 Refunding Certificates of Participation and $8,805,000 Taxable Certificates of Participation (Build America Bonds) Street Project

2010

City of Hannibal, Missouri

$3,400,000 Taxable Leasehold Revenue Bonds (Build America Bonds)

2010

Lindbergh Schools, Missouri

$4,833,953 General Obligation Capital Appreciation Bonds and $9,000,000 Taxable General Obligation Bonds (Build America Bonds)

2010

City of West Plains, Missouri

$2,210,000 Certificates of Participation (Recovery Zone Bonds)

2010

City of Highland, Illinois

$8,985,000 Senior Lien Electric System Revenue Bonds (Fiber-to-the Premises Project) (Build America Bonds)

2010

City of Boonville, Missouri

$5,340,000 Build America Bonds

2010

Fon Du Lac Park District, Illinois

$975,000 General Obligation Park Bonds

2009

City of Belleville, Illinois

$3,385,000 General Obligation Refunding Bonds

2009

City of Webster Groves, Missouri

$1,375,000 Refunding Certificates of Participation

2009

City of Kirkwood, Missouri

$4,185,000 General Obligation Refunding Bonds

2009

St. Louis Art Museum

$20,710,00 Cultural Facilities Revenue Bonds and
$25,515,000 Variable Rate Demand Cultural Facilities Revenue Bonds

2009

Callaway 2 Water District, Missouri

$2,375,000 Waterworks Revenue Refunding Bonds and $1,025,000 Waterworks Revenue Bonds (Recovery Zone Economic Development)

2009

City of Kirkwood, Missouri

$6,450,000 Certificates of Participation (Water Project)

2009

City of St. Charles, Missouri

$23,445,000 Refunding Certificates of Participation

2009

Lindbergh School District, Missouri

$7,165,000 General Obligation Bonds (Qualified School Construction Bonds)

2009

City of Woodson Terrace, Missouri

$1,040,000 General Obligation Bonds (City Hall Project)

2009

City of St. Peters, Missouri

$5,000,000 Waterworks and Sewerage System Revenue Bonds

2009

Orchard Farm School District, Missouri

$9,000,000 General Obligation Bonds

2009

City of Farmington, Missouri

$4,305,000 Lease-Purchase Agreement - Missouri Association of Municipal Utilities (Fire Station Project) and
$3,075,000 Lease-Purchase Agreement - Missouri Association of Municipal Utilities (Wastewater Project) and

2009

City of Warrenton, Missouri

$1,000,000 Certificates of Participation (City Hall Project)

2009

Lindbergh School District, Missouri

$10,000,000 General Obligation Bonds

2009

Cole County, Missouri

$25,000,000 Certificates of Participation (Jail Project)

2009

Fon Du Lac Park District, Illinois

$915,000 General Obligation Limited Park Bonds

2009

City of Bridgeton, Missouri

$5,785,000 Certificates of Participation (City Hall Project)

2008

City of St. Charles, Missouri

$2,040,000 Neighborhood Improvement District Bonds

2008

Sullivan Fire Protection District, Missouri

$2,650,000 Certificates of Participation (Fire Station Project)

2008

City of Boonville, Missouri

$3,625,000 Certificates of Participation (Water Tower and Street Project)

2008

City of Hannibal, Missouri

$4,245,000 Tax Exempt and $420,000 Taxable Leasehold Revenue Bonds (Street, Public Works and Park Project)

2008

City of St. Peters, Missouri

$16,000,000 General Obligation Bonds (Police Station Project)

2008

City of Dardenne Prairie, Missouri

$3,200,000 Certificates of Participation (City Hall Project)

2008

City of Shrewsbury, Missouri

$2,580,000 Leasehold Refunding Revenue Bonds (Parks and City Center Projects)

2008

Fon Du Lac Park District, Illinois

$285,000 General Obligation Limited Park Bonds

2008

Fon Du Lac Park District, Illinois

$4,950,000 General Obligation Refunding Bonds (Alternate Revenue Source)

2008

St. Charles County Ambulance District, Missouri

$3,265,000 General Obligation Bonds

2008

City of Wentzville, Missouri

$5,630,000 Leasehold Refunding Revenue Bonds (Sewerage System Project)

2008

Lindbergh School District, Missouri

$8,410,000 General Obligation Refunding Bonds

2008

City of Bonne Terre, Missouri

$3,040,000 Certificates of Participation
(Sewerage System Project)

2007

City of Maryland Heights, Missouri

$17,175,000 Tax Increment Refunding Revenue Bonds and $5,155,000 Subordinate Taxable Tax Increment Refunding Revenue Bonds

2007

City of Bridgeton, Missouri

$7,125,000 Tax Increment Revenue Bonds

2007

Cole County, Missouri

$10,000,000 Certificates of Participation

2007

City of St. Peters, Missouri

$9,999,780 Waterworks and Sewerage System Revenue
Bonds (Capital Appreciation)

2007

City of St. Peters, Missouri

$7,000,000 General Obligation Bonds

2007

Orchard Farm School District, Missouri

$8,000,000 General Obligation Bonds

2007

City of Shrewsbury, Missouri

$2,058,735 General Obligation Bonds (Capital Appreciation)

2007

Wentzville Fire Protection District, Missouri

$2,750,000 Certificates of Participation

2007

City of Sedalia, Missouri

$8,140,000 Refunding Certificates of Participation

2007

Lindbergh School District, Missouri

$32,000,000 General Obligation Bonds

2007

Orchard Farm School District, Missouri

$4,315,000 General Obligation Refunding Bonds

2007

City of Highland, Illinois

$9,680,000 General Obligation Bonds (Alternate Revenue Source)

2007

Fon Du Lac Park District, Illinois

$825,000 General Obligation Limited Tax Park Bonds

2006

City of Belleville, Illinois

$1,350,000 Special Service Area Bonds

2006

City of Dardenne Prairie, Missouri

$17,560,000 Transportation Development District Sales Tax Revenue Bonds

2006

City of Wildwood, Missouri

$9,900,000 Community Improvement District Revenue Bonds

2006

City of Osage Beach, Missouri

$18,590,000 Tax Increment Revenue Bonds

2006

City of  St. Peters, Missouri

$23,100,000 tax-exempt and $1,525,000 taxable Certificates of Participation

2006

City of  Wentzville, Missouri

$2,725,000 Leasehold Refunding Revenue Bonds

2006

City of Shrewsbury, Missouri

$3,980,000 General Obligation Refunding Bonds

2006

Washington Park District, Illinois

$1,435,000 General Obligation Bonds (Alternate Revenue Source)

2006

Boles Fire Protection District, Missouri

$4,430,000 General Obligation Bonds

2006

City of St. Peters, Missouri

$52,700 Neighborhood Improvement District Bonds

2006

City of West Plains, Missouri

$5,790,000 Waterworks System Refunding Revenue Bonds

2006

City of West Plains, Missouri

$9,375,000 Certificates of Participation (City facilities project)

2006

City of Maplewood, Missouri

$4,145,000 General Obligation Refunding Bonds

2006

City of Highland, Illinois

$6,250,000 General Obligation Bonds (Electric System Alternate Revenue Source)

2006

City of Bonne Terre, Missouri

$3,055,000 Refunding Certificates of Participation

2006

City of Wentzville, Missouri

$1,510,000 Neighborhood Improvement District Refunding Bonds

2006

City of St. Charles, Missouri

$10,930,000 General Obligation Refunding Bonds

2006

Fon Du Lac Park District, Illinois

$580,000 General Obligation Bonds

2006

City of Sedalia, Missouri

$4,625,000 Waterworks Revenue Refunding Bonds

2005

City of Festus, Missouri

$1,300,000 Certificates of Participation (Sewer Lines and Fire Training Tower Project)

2005

Southwestern Illinois Development Authority (City of Belleville Project)

$14,450,000 Local Government Revenue Bonds

2005

City of St. Peters, Missouri

$22,500,000 General Obligation Bonds (Levee/Tax Increment Project)

2005

City of St. Charles, Missouri

$7,905,000 Neighborhood Improvement District Bonds

2005

Mehlville Fire Protection District, Missouri

$3,285,000 Refunding Certificates of Participation

2005

City of Wentzville, Missouri

$7,540,000 Leasehold Revenue Bonds (Waterworks Project)

2005

City of Wildwood, Missouri

$2,565,000 Neighborhood Improvement District Bonds

2005

Fon Du Lac Park District, Illinois

$1,175,000 General Obligation Bonds (Alternate Revenue Source)

2005

O'Fallon Fire Protection District, Missouri

$935,000 Refunding Certificates of Participation

2005

City of Wentzville, Missouri

$19,430,000 Sewerage System Revenue Bonds (State Revolving Loan Fund Program)

2005

City of Kirkwood, Missouri

$4,085,000 Certificates of Participation (Waterworks Project)

2005

Washington Park District, Illinois

$2,065,000 General Obligation Park Bonds (Alternate Revenue Source)

2005

City of Farmington, Missouri

$7.955,000 Refunding Certificates of Participation

2005

Orchard Farm School District, Missouri

$2,460,000 General Obligation Refunding Bonds

2005

City of Olivette, Missouri

$1,855,000 Refunding Neighborhood Improvement District Bonds

2005

City of Sedalia, Missouri

$3,175,000 Refunding Certificates of Participation

2005

City of Sedalia, Missouri

$4,540,000 Waterworks Revenue Refunding Bonds

2005

City of Manchester, Missouri

$3,420,000 Refunding Certificates of Participation

2005

St. Charles County Ambulance District, Missouri

$7,865,000 General Obligation Bonds

2005

Pacific Fire Protection District, Missouri

$1,290,000 General Obligation Refunding Bonds

2005

Fon Du Lac Park District, Illinois

$495,000 General Obligation Bonds (tax-exempt) and $15,000 General Obligation Bonds (taxable)

2005

City of St. Charles, Missouri

$5,675,000 Tax Increment Notes Refinancing (Fountain Lakes Project)

2004

City of Wentzville, Missouri

$6,700,000 Leasehold Revenue Refunding Bonds

2004

Affton School District, Missouri

$13,655,000 Leasehold Revenue Refunding Bonds

2004

Fon Du Lac Park District, Illinois

$1,280,000  General Obligation Bonds (Alternate Revenue Source)

2004

City of St. Charles, Missouri

$3,295,000 Neighborhood Improvement District Bonds

2004

City of Belleville, Illinois

$7,555,000 General Obligation Refunding Bonds

2004

City of St. Charles, Missouri

$2,240,000 General Obligation Refunding Bonds

2004

City of Eureka, Missouri

$4,370,000 Refunding Certificates of Participation (Tax Increment Financing Project)

2004

City of Kirkwood, Missouri

$13,760,000 Revenue Refunding Bonds (Tax Increment Financing Project) Variable Rate

2004

Lindbergh School District, Missouri

$8,925,000 General Obligation Refunding Bonds

2004

City of St. Peters, Missouri

$9,520,000 General Obligation Refunding Bonds (taxable)

2004

Fon Du Lac Park District, Illinois

$535,000 General Obligation Bonds (tax-exempt) and $15,000 General Obligation Bonds (taxable)

2004

City of Kirkwood, Missouri

$10,245,000 Leasehold Revenue Refunding Bonds

2004

City of Monett, Missouri

$3,200,000 Tax Increment Revenue Refunding Bonds

2004

City of Monett, Missouri

$300,000 Lease Purchase Agreement (Airport Project) and $850,000 Lease Purchase Agreement (Golf Course Project)

2004

City of St. Charles, Missouri

$7,760,000 Refunding Certificates of Participation

2003

Rock Township Ambulance District, Missouri

$650,000 Leasehold Revenue Bonds (Refunding and Equipment Acquisition)

2003

City of St. Peters, Missouri

$7,070,000 Leasehold Revenue Bonds (Stormwater and Parks Project)

2003

City of St. Charles, Missouri

$29,735,000 Certificates of Participation (Convention Center Project)

2003

St. Charles Community College, Missouri

$7,560,000 General Obligation Refunding Bonds

2003

City of Carlinville, Illinois

$810,000 Debt Certificates (Installment Sale Contract for Stormwater Control Project)

2003

City of St. Charles, Missouri

$1,865,000 Certificates of Participation (Arts Facility Project)

2003

City of Belleville, Illinois

$2,070,000 General Obligation Refunding Bonds, Series 2003C

2003

City of St. Charles, Missouri

$2,555,000 General Obligation Refunding Bonds

2003

City of Webster Groves, Missouri

$4,000,000 Tax Increment Financing Refunding Bonds

2003

City of Festus, Missouri

$4,450,000 Combined Waterworks and Sewerage System Revenue Refunding Bonds

2003

Orchard Farm School District, Missouri

$6,100,000 General Obligation Bonds

2003

City of St. Peters, Missouri

$6,831,690 Combined Waterworks and Sewerage System Revenue Bonds (Capital Appreciation Bonds)

2003

Lindbergh School District, Missouri

$14,100,000 General Obligation Bonds

2003

Boles Fire Protection District,
Missouri

$4,715,000 General Obligation Bonds

2003

City of Maryland Heights,
Missouri

$12,000,000 Leasehold Revenue Bonds (City Hall Project)

2003

City of Belleville, Illinois

$4,005,000 General Obligation Refunding Bonds (Tax Increment Projects)

2003

City of Manchester, Missouri

$6,500,000 General Obligation Bonds (Police Station Project)

2003

City of St. Clair, Missouri

$1,915,000 Combined Waterworks and Sewerage System Refunding Bonds

2003

City of Belleville, Illinois

$3,805,000 General Obligation Bonds

2003

Ste. Genevieve County School District, Missouri

$2,765,000 Leasehold Revenue Refunding Bonds

2003

Fon Du Lac Park District, Illinois

$3,120,000 General Obligation (Alternate Revenue Source) Refunding Bonds

2003

Fon Du Lac Park District, Illinois

$535,000 General Obligation Refunding Bonds (tax-exempt) and $15,000 General Obligation Refunding Bonds (taxable)

2002

City of St. Clair, Missouri

$1,405,000 General Obligation Refunding Bonds

2002

City of Festus, Missouri

$3,575,000 Combined Waterworks and Sewerage System Revenue Bonds (State Revolving Loan Fund)

2002

City of Crystal City, Missouri

$3,575,000 Combined Waterworks and Sewerage System Revenue Bonds (State Revolving Loan Fund)

2002

City of Crestwood, Missouri

$9,830,000 Leasehold Revenue Bonds (police station project)

2002

City of St. Charles, Missouri

$36,155,000 Leasehold Revenue Bonds (City buildings, waterworks and sewerage system projects)

2002

City of St. Charles, Missouri

$1,095,000 Taxable Leasehold Revenue Bonds (land acquisition)

2002

City of St. Peters, Missouri

$2,900,000 Leasehold Revenue Bonds (public works building and equipment)

2002

City of Wentzville, Missouri

$6,500,000 Leasehold Revenue Bonds (stormwater and lift station project)

2002

City of Crestwood, Missouri

$1,525,000 Transportation Development District Revenue Bonds

2002

City of Crystal City, Missouri

$1,310,000 Waterworks Revenue Bonds (State Revolving Loan Fund Program)

2002

St. Charles Community College

$8,960,000 General Obligation Refunding Bonds

2002

City of St. Peters, Missouri

$4,110,000 Water and Sewer Revenue Refunding Bond Project

2002

Loop East Community Improvement District (St. Louis Regional Arts Commission, Missouri, Lessee)

$3,000,000 Leasehold Revenue Bonds

2002

City of St. Peters, Missouri

$2,500,000 General Obligation Bonds (Tax Increment Financing Project)

2002

Fon Du Lac Park District, Illinois

$1,125,000 General Obligation Bonds (tax-exempt series) and $75,000 General Obligation Bonds (taxable series)

2002

City of Farmington, Missouri

$1,565,000 Sewerage System Refunding Revenue Bond Project

2001

Affton School District, Missouri

$3,635,000 Refunding Certificates of Participation

2001

City of Sedalia and Pettis County, Missouri

$8,420,000 Leasehold Obligations, secured by sales tax (Joint City/County Jail Project

2001

Jefferson County, Missouri

$4,200,000 Certificates of Participation (Administration Building Project) and $3,965,000 Refunding Certificates of Participation

2001

City of Festus, Missouri

$12,000,000 Revenue Bonds for waterworks projects (State Revolving Loan Fund Program)

2001

City of Farmington, Missouri

$8,720,000 Certificates of Participation (Community Center/Performing Arts project)

2001

City of Crystal City, Missouri

$562,000 Waterworks and Sewerage System Revenue Bonds

2001

Lindbergh School District, Missouri

$6,835,000 General Obligation Refunding Bonds

2001

Orchard Farm School District, Missouri

$4,000,000 General Obligation Bonds

2001

City of Manchester, Missouri

$6,030,000 Certificates of Participation (Aquatic Center and Public Works Project)

2001

City of Mascoutah, Illinois

$1,420,000 General Obligation Bonds (refunding project) and $870,000 General Obligation Bonds (Corporate purposes)

2001

City of Wentzville, Missouri

$12,935,000 Wentzville Parkway Transportation Corporation, Transportation Revenue Bonds

2001

City of St. Charles, Missouri

$15,200,000 General Obligation Bonds (Police Station Project)

2001

City of Kirkwood, Missouri

$6,750,000 General Obligation Bonds (Fire Department Project)

2001

Fon du Lac Park District, Illinois

$485,000 (tax-exempt) General Obligation Bonds and $80,000 (taxable) General Obligation Bonds

2001

City of Crestwood, Missouri

$8,495,000 Leasehold Revenue Bonds (Aquatic Center Project)

2001

City of St. Ann, Missouri

$4,225,000 Leasehold Revenue Bonds (City Hall Project)

2000

City of Wentzville, Missouri

$6,385,000 Leasehold Obligations (Police Station Project)

2000

City of Wentzville, Missouri

$1,925,000 Neighborhood Improvement District Bonds

2000

 

Lindbergh School District, Missouri

$9,499,873 General Obligation Bonds (includes capital appreciation bonds)

2000

Bonne Terre, Missouri

$6,335,000 Certificates of Participation (State Prison Facility Sewer Utilities Project)

2000

Orchard Farm School District, Missouri

$6,000,000 General Obligation Bonds

2000

City of Woodson Terrace, Missouri

$600,000 tax-exempt General Obligation Bonds (Police Station Project)

2000

City of Woodson Terrace, Missouri

$755,000 taxable General Obligation Bonds (Police Station Project)

2000

City of St. Charles, Missouri

Defeasance of $515,000 General Obligation Bonds

2000

City of St. Charles, Missouri

Financial advisory services in connection with Transportation Development District (Mark Twain Mall Project)

2000

City of St. Charles, Missouri

Financial advisory services in connection with Tax Increment Financing District (Mark Twain Mall Project)

2000

City of Farmington, Missouri

$4,500,000 Sewerage System Revenue Bonds (State Revolving Loan Fund Program)

2000

Fon Du Lac Park District, Illinois

$1,095,000 General Obligation Bonds (Alternate Revenue Source), Series 2000

2000

 

Affton School District, Missouri

$14,000,000 Leasehold Revenue Bonds

2000

 

City of Festus, Missouri

$2,405,000 Combined Waterworks and Sewerage System Revenue Bonds

2000

 

St. Peters, Missouri

$10,000,000 General Obligation Bonds (tax increment supported)

2000

City of Eureka

$4,450,000 Certificates of Participation (Land Acquisition for proposed future development - TIF)

2000

Fon Du Lac Park District, Illinois

$80,000 General Obligation Bonds (taxable)

2000

Fon Du Lac Park District, Illinois

$400,000 General Obligation Bonds (tax-exempt)

1999

City of St. Peters, Missouri

Route 370 Tax Increment Financing

1999

City of Sedalia

$2,970,000 Refunding Certificates of Participation

1999

Bonne Terre, Missouri

$4,145,000 Certificates of Participation (Water Utilities Project)

1999

City of Festus

$1,260,000 Leasehold Obligations (Sewerage System Project)

1999

City of St. Peters

$5,665,000 Waterworks and Sewerage System Revenue Bonds (Capital Appreciation Bonds)

1999

City of Carlinville

$2,210,000 General Obligation Bonds, Alternate Revenue Source (Waterworks and Sewerage System Refunding and Improvement)

1999

Central School District R-III, Missouri

$6,495,000 General Obligation Bonds (Refunding and New Issue)

1999

City of Wentzville, Missouri

$3,195,000 Leasehold Revenue Bonds (Tax Increment Financing for Industrial Park Project and Lease Refunding)

1999

City of St. Peters

$16,035,000 General Obligation Refunding Bonds

1999

Shrewsbury, Missouri

$4,365,000 Leasehold Revenue Bonds (Park, City Hall and Refunding Project)

1999

Central School District R-III, Missouri

$2,260,000 Lease Refunding

1999

Farmington, Missouri

$7,030,000 Certificates of Participation (Recreation Complex/Aquatic Center Financing)

1998

Fon du Lac Park District, Illinois

$800,000 Tax-Exempt General Obligation Bonds and $80,000 Taxable General Obligation Refunding Bonds

1998

City of O'Fallon, Missouri

$15,325,000 Leasehold Revenue Bonds (City Hall Project)

1998

Meramec Ambulance District, Missouri

$1,345,000 Leasehold Revenue Bonds (New stations and equipment)

1998

City of Kirkwood, Missouri

$11,825,000 Leasehold Revenue Bonds (Park Project)

1998

City of Shrewsbury, Missouri

$7,005,000 General Obligation Bonds (Street Project and Bond Refunding)

1998

City of St. Peters, Missouri

$5,000,000 Leasehold Revenue Bonds (Park, City Hall, and Automated Systems)

1998

Raymore, Missouri

$3,250,000 Leasehold Revenue Bonds (Stormwater and Park Projects)

1998

City of O'Fallon, Missouri

$19,500,000 General Obligation Bonds (Street and Senior Citizens Center Projects)

1998

Wentzville R-IV School District, Missouri

$16,000,000 General Obligation Bonds

1998

City of Farmington, Missouri

$990,000 General Obligation Refunding Bonds

1998

St. Charles County Community College

$13,750,000 General Obligation Bonds

1998

Orchard Farms School District, St. Charles County, Missouri

$2,000,000 General Obligation Bonds

1998

Lindbergh R-8 School District, Missouri

$11,900,000 General Obligation Refunding Bonds (Direct Deposit Program)

1998

City of Kirkwood, Missouri

$2,000,000 General Obligation Bonds (Street Project)

1998

Fon du Lac Park District

$1,155,000 General Obligation Park Bonds, (Alternate Revenue Source) Series 1998

1998

City of Kirkwood, Missouri

$4,675,000 General Obligation Refunding Bonds

1998

O'Fallon Community Consolidated School District No. 90, Illinois

$3,295,000 General Obligation Life Safety and Building Bonds

1998

City of O'Fallon, Missouri

$2,850,000 Sewerage System Refunding Bonds, Series 1998

1998

City of O'Fallon, Missouri

$1,410,000 Waterworks Refunding Bonds, Series 1998

1998

City of Mascoutah, Illinois

$2,000,000 General Obligation (Electric System Project)

1997

City of Maryland Heights, Missouri

Tax Increment Financing (Page/270 Project)

1997

City of Wentzville, Missouri

$3,900,000 Leasehold Revenue Bonds - Sewerage System Project

1997

Green Park, Missouri (in conjunction with Curtis, Oetting, Heinz, Garrett & Soule)

Tax Increment Financing - Home Depot
Project

1997

City of Kirkwood, Missouri

Tax Increment Financing - Meacham Park Project - Desko Developer

1997

City of O'Fallon, Missouri

$10,600,000 Leasehold Revenue Bonds for City Hall Project

1997

City of St. Charles, Missouri

$35,355,000 Leasehold Revenue Bonds (for water, sewer and stormwater projects)

1997

City of Belleville, Illinois

$11,110,000 General Obligation Corporate Purpose Bonds

1997

City of Olivette, Missouri

$3,360,000 Neighborhood Improvement District Bonds (Streets)

1997

City of Festus, Missouri

$3,520,000 Combined Waterworks and Sewerage System Refunding Revenue Bonds

1997

City of Maryland Heights, Missouri

$13,420,000 Leasehold Revenue Bonds for Park Projects (sales tax supported) - AMBAC insured

1997

O'Fallon Community Consolidated School District No. 90, Illinois

$9,900,000 General Obligation Refunding and Building Bonds

1997

City of Wentzville, Missouri

$1,423,000 Neighborhood Improvement District Bonds

1997

O'Fallon, Missouri

$1,000,000 Bond Defeasance

1997

Pacific Fire Protection District, Missouri

$2,000,000 General Obligation Bonds

1997

Belleville, Illinois

$3,035,000 General Obligation Refunding Bonds

1997

City of Woodson Terrace, Missouri

$1,400,000 General Obligation Bonds -Capital Improvement Sales Tax Backed - for Streets

1997

St. Peters, Missouri

$7,170,000 General Obligation Refunding Bonds

1996

City of Kirkwood, Missouri

$2,580,000 Tax Increment Financing - Old State Highway Building Site

1996

Village of Bel-Ridge, Missouri

$8,085,000 Tax Increment Refunding Bonds

1996

O'Fallon Fire Protection District, Missouri

$1,480,000 Leasehold Revenue Bonds (Refunding and new station project)

1996

City of St. Charles, Missouri

$3,900,000Tax Increment Financing - Cave Springs Redevelopment Area

1996

City of St. Charles, Missouri

$6,177,500 Tax Increment Financing - Elm Point Redevelopment Area

1996

City of Kirkwood, Missouri

$3,000,000 General Obligation Bonds (Capital Improvement Sales Tax Backed Street Improvements)

1996

City of St. Peters, Missouri

Tax Increment Financing - Landon Development Project

1996

City of Mascoutah, Illinois

$1,500,000 General Obligation Bonds (City Hall and Library Projects)

1996

Wentzville R-IV School District, Missouri

$11,000,000 General Obligation Refunding Bonds

1996

City of St. Peters, Missouri

Tax Increment Financing (Old Town Levy)

1996

City of St. Charles,
Missouri

$3,520,000 General Obligation Refunding Bonds

1996

City of Mascoutah, Illinois

Tax Increment Financing - Mid America Airport Project

1996

Lindbergh R-8 School District, MO

$10,000,000 General Obligation Bonds

1996

Wentzville R-IV School District, Missouri

$7,720,000 General Obligation Refunding Bonds

1996

City of St. Charles, Missouri

Tax Increment Financing ( St. Charles Center)

1996

City of Jefferson, Missouri

$3,750,000 Parking System Refunding Revenue Bonds

1995

Addison Fire Protection District No. 1, Illinois

(i) $710,000 Fire Prevention Facilities Refunding Notes, Series 1995A (Tax-Exempt)

(ii) $850,000 Fire Prevention Facilities Refunding Notes, Series 1995B (Taxable)

1995

City of Wentzville, Missouri

$1,150,000 Taxable Waterworks and Sewerage System Refunding Bonds

1995

Fon Du Lac Park District, Illinois

$4,725,000 General Obligation Bonds (Alternate Revenue Source)

1995

Village of Palmyra

$550,000 General Obligation Bonds (Alternate Revenue Source - Golf Course Project)

1995

Maryland Heights Fire Protection District, Missouri

$1,600,000 General Obligation Bonds

1995

Village of Bel-Nor, Missouri

$600,000 General Obligation (Street Project)

1995

City of Wentzville, Missouri

$1,565,000 Leasehold Revenue Bond Project

1995

 

Tri-State Fire Protection District, DuPage County Illinois

$1,409,000 Fire Protection Facilities Refunding Notes

1995

Union County, Illinois

$1,065,000 General Obligation Self-Insurance Bonds

1995

Johnson County, Illinois

$745,000 General Obligation Self-Insurance Bonds

1995

Pulaski County, Illinois

$500,000 General Obligation Self-Insurance Bonds

1995

 

Tri-State Fire Protection District, DuPage County Illinois

$1,409,000 Fire Protection Facilities Refunding Notes

1995

City of St. Charles, Missouri

$2,820,000 General Obligation Bonds (Park Projects)

1995

Grundy County, Illinois

$3,400,000 General Obligation Self-Insurance
Refunding Bonds

1994

O'Fallon, Illinois

$2,355,000 Alternate Revenue Bonds - Advance Refunding of Sewerage System Revenue Bonds

1994

City of St. Charles, Missouri

$23,745,000 Leasehold Revenue Bonds (Refunding and New Financing)

1994

City of Kirkwood, Missouri

$1,500,000 General Obligation Bonds
(Electric System Project)

1994

St. Charles County Community College, Missouri

Phase II Campus Construction Financing - $10,000,000 Bonds

1994

Addison Fire Protection District, NO. 1, Illinois

$4,420,000 General Obligation Insurance Reserve Refunding Bonds

1994

Rock Township Ambulance District, Missouri

$1,010,000 Leasehold Revenue Bonds
(Refunding and new money project)

1994

City of St. Charles, Missouri

$975,000 General Obligation Bonds Advance Refunding of Park Bonds

1994

Byron Fire Protection District, Illinois

$2,465,000 General Obligation Refunding Self-Insurance Bonds

1994

Massac County Jail Public Building Commission, Illinois

$1,530,000 Public Building Refunding Revenue Bonds

1994

City of Shrewsbury, Missouri

$1,405,000 Leasehold Revenue Bonds
(Equipment and Public Safety Facility
Project)

1993

Union County, Illinois

$1,130,000 General Obligation Refunding

1993

Johnson County, Illinois

$835,000 General Obligation Refunding

1993

Pulaski County, Illinois

$535,000 General Obligation Refunding

1993

City of O'Fallon, Illinois

$1,500,000 General Obligation Library Improvement Bonds

1993

Mt. Vernon, Illinois

$2,215,000 General Obligation Bonds (Debt Conversion of Sewerage Revenue to General Obligation Bonds)

1993

Mt. Vernon, Illinois

$1,375,000 General Obligation Bonds Refunding (Sewerage System Privatization Project)

1993

City of Brentwood, Missouri
on behalf of Park Board

$1,000,000 General Obligation Bonds (Park Project)

1993

Fayette County Hospital District, Illinois

$1,310,000 General Obligation Refunding Bonds

1993

Jackson R-II School District Cape Girardeau County

$4,700,000 General Obligation Bonds

1993

St. Charles County Ambulance District, Missouri

$1,600,000 Leasehold Revenue Bonds (Facilities and Equipment)

1993

St. Charles County Community College, Missouri

$19,925,000 General Obligation Refunding Bonds and planning for new bond issue and tax transfer

1993

City of St. Peters, Missouri

$16,000,000 General Obligation Bonds (Tax Increment Supported) (Recreation Complex Project)

1993

St. Peters Fire Protection District, Missouri

$1,000,000 Leasehold Revenue Bonds (Refinancing Variable Rate Loan to Fixed Rate Bonds)

1992

The City of Brentwood, Missouri

$2,500,000 General Obligation Bonds (Phase Two) Street Improvement Project

1992

City of Kirkwood, Missouri

$3,490,000 Equipment Lease Financing and Refunding

1992

The City of St. Louis

$40,000,000 Lease Purchase (Jail & Courthouse Improvements and Equipment Acquisition)

1992

City of St. Peters, Missouri

$14,490,000 Water and Sewerage System Refunding Revenue Bonds ($8,970,000 1992A Tax Exempt) ($5,520,000 Taxable)

1992

City of Shrewsbury, Missouri

$4,400,000 General Obligation Bonds (Community Center Project)

1992

Addison Fire Protection District No. 1, Illinois

$3,230,000 Fire Prevention Facilities & Refunding Notes

1992

Troy, Illinois

$3,710,000 General Obligation (Alternate Revenue) refunding project

1992

Villa Grove, Illinois

$440,000 Waterworks Refunding

1992

Garden City Community College Finney County Kansas

$4,475,000 Refunding Certificates of Participation - Issue Structuring and Analytical Computations

1992

The County of Grundy, Illinois

$3,270,000 General Obligation Self-Insurance Refunding Bonds

1991

The Village of Waterford, Wisconsin

$1,150,000 Debt Restructuring ($845,000 Refunding Notes & Securities Liquidation)

1991

The City of Carlinville, Illinois

$1,370,000 General Obligation (Alternate Revenue) Debt Restructuring

1991

City of Belleville, Illinois

$4,380,000 General Obligation Bonds, Series 1991A

1991

The Village of East Alton, Illinois

$925,000 Waterworks System Improvement Revenue Bonds

1991

The City of Fairfield, Illinois

$655,000 General Obligation Water and Sewer Refunding Bonds

1991

City of Festus, Missouri

$500,000 Tax and Revenue Anticipation Notes

1991

The City of St. Louis

$15,000,000 Tax Increment Revenue Bonds

1991

The City of Brentwood, Missouri

$2,500,000 General Obligation Bonds (Phase One) Street Improvement Project

1991

City of Kirkwood, Missouri

$9,000,000 City Building Improvements Projects ($5,000,000 General Obligation Bonds - $625,000 Bond Defeasance)

1990

City of St. Peters, Missouri

$2,055,000 Leasehold Revenue Bonds (Solid Waste Project)

1990

City of Mascoutah, Illinois

$2,780,000 General Obligation Refunding Bonds

1990

Rock Township Ambulance District, Missouri

$545,000 Leasehold Revenue Bonds

1989

City of Des Peres, Missouri

$2,000,000 General Obligation Bonds

1989

O'Fallon Fire Protection District, Missouri

Leasehold Revenue Bonds

1989

City of Des Peres, Missouri

$500,000 General Obligation Bonds (Public Safety Building)

1989

City of St. Peters, Missouri

$4,500,000 General Obligation Bonds (Parks and City Hall)

 

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WM Financial Strategies
11710 Administration Drive
Suite 7
St. Louis, Missouri 63146

Phone (314) 423-2122
Fax (314) 432-2393
JHoward@munibondadvisor.com