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Experience |
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WM Financial Strategies serves exclusively as an independent financial advisor to school districts and 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. |
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| Year | Client |
Transaction |
|
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 St. Paul, Missouri |
$1,765,000 Certificates of Participation |
|
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 |
Wentzville School District, Missouri |
$24,000,000 General Obligation 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 |
Wentzville School District, Missouri |
$4,625,000 General Obligation Refunding Bonds |
|
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 |
Wentzville School District, Missouri |
$56,000,000 General Obligation Refunding and Improvement Bonds |
|
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 |
Wentzville School District, Missouri |
$25,000,000 General Obligation 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 |
Wentzville School District, Missouri |
$11,200,000 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 |
Wentzville School District, Missouri |
$23,000,000 General Obligation Bonds |
|
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 |
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