Municipal Advisory Services for Municipalities and Higher Education Institutions

Committed to community. Connected to capital.

Connect with us

Municipal Advisory Services for Municipalities and Higher Education Institutions

Committed to community. Connected to capital.

Connect with us

A foundation of trust

Our advisors are dedicated to serving the best interests of our clients with each engagement. Through our approach to service and action, we build partnerships with communities and institutions based on trust.

Tenured team and industry experience

Our advisors have guided recognizable cities, towns, special districts and education institutions to successful and lasting financing outcomes.

Market Knowledge

UMB Financial Corporation (UMBFC) and its subsidiaries UMB Bank n.a. and UMB Financial Services, Inc. (UMBFSI) have united all the key aspects of public finance into a single reliable source for our clients to ensure they can effectively navigate their financial needs.

Who we serve

We specialize in working with governments, special districts, school districts and higher education institutions - helping them address financial needs, solve financial problems and reach financial goals.




Financial planning for the future

The key to financial success for communities is having a financial plan to guide decisions, particularly when working with the finite financial resources and other constraints. We specialize in the development and facilitation of bespoke financial and capital plans tailored to your community and its needs.


Explore and quantify public finance solutions

In public finance, there is no single correct answer across the market – what works for one entity may not work for another. Our advisors can help quantify various options and will guide you through them to recommend the ones best aligned with your goals.



What to expect from UMB Financial Services, Inc. municipal advisory services


UMB Financial Services, Inc. (UMBFSI), an affiliate of UMB Bank, n.a., is committed to serving communities, special districts, schools and higher education institutions across the nation to help them maintain financial strength and achieve their organizational aspirations.


Our exceptional municipal advisory services paired with a tenured team of municipal underwriters through UMB Bank n.a. provide a unique and thorough understanding of both the buy and sell side of capital markets – providing prudent advice and innovative financing solutions to meet each organization’s strategic objectives.


The experience of our municipal advisory team paired with the valuable insights and real time market information provided by the daily activities of UMB Bank’s municipal underwriting and sales group provide a significant benefit for our clients as they access the market.


Municipal Advisor Solutions

Our municipal advisors work closely with you throughout the financing process, providing guidance at every step and ensuring your best interests are considered:

  • Financial planning and forecasting
  • Capital markets and direct placement transactions
  • Debt modeling and affordability analysis
  • Debt structuring and negotiation of key terms
  • Financing team selection and coordination
  • Offering documents review and closing coordination
  • Pre- and Post-pricing analysis
  • Ballot initiatives financial analysis
  • Community outreach assistance

Schedule a consultation with one of our team members to analyze your financing opportunities.

Connect with us
 

Melissa Buck

Cities, Counties, School Districts, Special Districts

Melissa.Buck@umb.com

 

Scott Crist

Healthcare

Scott.Crist@umb.com

 

Jim Mann

Cities, Counties, School Districts, Special Districts

James.Mann@umb.com

Capital Markets

Explore our full range of innovative capital solutions.

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Securities offered through the UMB Bank, n.a. Capital Markets Division and UMB Financial Services, Inc. are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

UMB Bank Capital Markets Division is a division of UMB Bank, n.a. UMB Bank, n.a. is an affiliate within UMB Financial Corporation. UMB Financial Services, Inc., Member FINRA, SIPC, is a wholly owned subsidiary of UMB Financial Corporation and an affiliate of UMB Bank, n.a.