Municipal Advisory for Higher Education

Committed to higher education. Connected to capital.

Connect with us

Municipal Advisory for Higher Education

Committed to higher education. 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 institutions based on trust.

Tenured team and industry experience

Our higher education advisors have guided some of the most established U.S. public and private colleges and universities to successful and lasting financing outcomes.

Extensive relationships

With access to an extensive distribution network provided through UMB Bank, n.a., we have an extensive pool of potential purchasers for private placements of bonds for our advisory clients. These investor relationships, combined with the daily activities of our underwriting and sales team, provide our clients with valuable insights as they enter the capital markets.

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 higher education institutions across the U.S. to help them maintain financial strength and achieve their growth 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—all to deliver sound advice and innovative financing solutions to meet each institution’s strategic objectives.

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


Municipal Advisor Solutions

Our municipal advisors work closely with you throughout the financing process and our comprehensive services provide guidance at every step:

  • Capital planning and debt portfolio management
  • Credit rating and debt capacity
  • Debt structuring and negotiation
  • Capital markets education
  • Financing product evaluation
  • Capital markets RFQ / RFP
  • Deal team management
  • Pricing negotiation and comfort
  • Document review and closing coordination

FEATURED INSIGHTS

The P3 project risk spectrum: Identifying and addressing newly presented risk

The risk landscape around public-private partnership (P3) arrangements looks different today than before the COVID-19 pandemic. That’s true for specific projects—think of a campus parking structure with practically zero revenue—and for the project partners more generally.


FEATURED INSIGHTS

Higher education focus: What to know about credit and debt capacity evaluations

If you manage a public or private higher education institution, you may be considering bond financing to fund projects for your campus and students, which means you need to understand the methodology used to establish debt capacity through the credit evaluation process.

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

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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.