Munistat

About Our Firm

Munistat Services, Inc., established in 1977, stands as a trusted financial advisor to local governments, school districts, and other tax-exempt organizations. With a seasoned team of professionals, we specialize in debt management and securities offerings, guiding clients through every step of the borrowing process and beyond.

Our Expertise

Our comprehensive expertise encompasses various facets of municipal finance, including:

• Capital Project Planning: We collaborate with clients to develop and implement fiscally responsible plans for financing infrastructure, technology upgrades, and other capital needs.
• Rating Agency Assistance: We assist with navigating the credit rating process, ensuring optimal terms and conditions for your borrowing needs.
• Financing with Bonds, Notes & Leases: We guide clients through competitive sales of general obligation bonds, notes, and lease purchase agreements.
• Continuing Disclosure: We ensure efficient and compliant preparation and submission of required disclosure documents.
• Nonprofit & School District Advisory: We have extensive experience advising nonprofits and school districts on financial matters, including state aid planning and budgeting.

Client-Focused Approach

Our primary focus is on building strong relationships with our clients. We take a personalized and collaborative approach to understand your unique needs and goals, offering tailored solutions and comprehensive guidance every step of the way.

Commitment to Transparency & Ethics

Munistat Services, Inc. adheres to the highest ethical standards and industry best practices. Our commitment to transparency and accountability ensures that your financial interests are our top priority.

Industry Involvement

We actively participate in industry organizations like the Government Finance Officers Association, the Association of School Business Officials, and the Village Clerks and Treasurers Association. This allows us to stay abreast of the latest legislative and regulatory developments impacting municipal finance.

Expertise Recognized

As a member firm of the National Association of Municipal Advisors (NAMA), we hold ourselves to the highest standards of professionalism. All of our principals have earned the prestigious Certified Independent Municipal Advisor (CIMA) designation, demonstrating their in-depth knowledge and expertise in the field.