Business Details
49 Years
experience
Municipal Financial Advisory Services for Government & Nonprofits
MUNISTAT SERVICES has served as a trusted financial advisor to local governments, school districts, and tax-exempt organizations since 1977. Our team specializes in debt management and securities offerings, guiding clients through every phase of the borrowing process from inception to closing. With expertise in municipal credit analysis, government accounting, and securities marketing, we prioritize technical precision and administrative efficiency.Our professionals hold certifications through the National Association of Municipal Advisors and maintain deep familiarity with regulatory frameworks like SEC Rule 15c2-12. We emphasize long-term capital planning, credit rating coordination, and compliance support while serving hundreds of clients nationwide. Our independence as advisors ensures conflict-free guidance tailored to each client's unique financial landscape.
Services
Debt Management
Capital Project Planning
Bond Financing
Credit Rating Assistance
Continuing Disclosure
Details
- Year established: 1977
Highlights and features
- 45+ years of specialized municipal finance expertise
- Team holds Certified Independent Municipal Advisor designations
- Comprehensive debt management from planning to compliance
- Proven track record with 75+ annual rating agency reviews
- SEC Rule 15c2-12 compliance monitoring systems
Associations and certifications
- National Association of Municipal Advisors (NAMA)
- Certified Independent Municipal Advisors (CIPMA)
- SEC Rule 15c2-12 Compliance Experts
Services
Debt Management
We develop comprehensive debt management strategies tailored to municipal needs. Our experts analyze financial conditions, create maturity schedules, and optimize debt structures to minimize costs while meeting regulatory requirements. Services include affordability modeling, refunding analysis, and long-term liability planning.
Capital Project Planning
Our team creates customized capital financing plans that align with organizational goals. We assess project feasibility, develop funding strategies, and coordinate stakeholder presentations. Services include debt capacity analysis, budget impact projections, and implementation timeline development for infrastructure projects.
Credit Rating Coordination
We manage interactions with credit rating agencies for bond issuances. Our services include preparing analytical materials, participating in surveillance calls, and arranging in-person meetings with analysts. We maintain documentation for approximately 75 annual rating reviews across municipal and nonprofit sectors.
Official Statement Preparation
We prepare compliant offering documents for municipal securities. Our process includes gathering financial data, coordinating legal language with bond counsel, and distributing materials through official repositories. Documents meet SEC Rule 15c2-12 requirements and support successful bond marketing efforts.
Continuing Disclosure
We ensure ongoing compliance with SEC disclosure requirements. Our systems track annual reporting obligations, maintain EMMA system filings, and prevent material event disclosures. We help issuers avoid negative market impacts through timely submission of financial and operational information.
People
Michael J. Loguercio
President, CIPMA
With 28 years at MUNISTAT and prior Federal Reserve experience, he specializes in municipal finance. Holds Series 50/54 licenses and lectures on issuer matters while serving local fire departments.
Noah H. Nadelson
Chief Executive Officer, CIPMA
Former UBS investment advisor with expertise in municipal bond portfolios. Holds multiple securities licenses and teaches at SIFMA's Bond School while serving industry associations.
Ginger Peters
Senior Vice President
30-year MUNISTAT veteran coordinating bond issuances and managing office operations. Specializes in Official Statement preparation and team leadership for municipal finance transactions.
Tom Cartwright
Vice President
MBA finance specialist with expertise in quantitative analysis for municipal bonds. Provides debt modeling, affordability assessments, and compliance support while maintaining Series 50 certification.
Joseph Nocerino
Vice President
Former Piper Jaffray investment banker with 200+ managed municipal transactions. Specializes in debt structuring, rating agency negotiations, and New York State finance law compliance.
Questions
What services does MUNISTAT provide for municipal clients?
We offer debt management, capital project planning, bond financing execution, credit rating coordination, and SEC compliance monitoring for local governments and school districts.
How does MUNISTAT assist with bond issuance?
We guide clients through structuring debt, preparing official statements, coordinating with bond counsel, marketing securities, and ensuring compliance with disclosure regulations.
What nonprofit financing solutions are available?
We provide capital markets financing advice for healthcare systems, educational institutions, and community organizations through tax-exempt bonds and low-interest loans.
How do you ensure regulatory compliance?
Our systems track SEC Rule 15c2-12 requirements, maintain disclosure records, and coordinate annual financial reporting through the EMMA system.
What qualifications do your advisors hold?
Our team includes Series 50/54 licensed professionals and Certified Independent Municipal Advisors with decades of combined public finance experience.
