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Experience |
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WM Financial Strategies serves exclusively as an independent financial 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 financial 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.) |
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| Year | Client |
Transaction |
| 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 |
|
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 |
|
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 |
|
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
|
|
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, |
$4,715,000 General Obligation Bonds |
|
2003 |
City of
Maryland Heights, |
$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 |
|
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, |
$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 |
|
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 |
|
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 |
|
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 |
|
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 |
$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 |
