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.

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
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 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,
Missouri

$4,715,000 General Obligation Bonds

2003

City of Maryland Heights,
Missouri

$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