Municipal Advisory Services for Municipalities and Higher Education Institutions
Committed to community. Connected to capital.
Municipal Advisory Services for Municipalities and Higher Education Institutions
Committed to community. Connected to capital.
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.
With our deep understanding of credit analysis, revenue sources, competitive forces and capital structure, our advisors navigate clients through their unique financial profile to mitigate risk, capitalize on strengths and address all aspects of a community or institution’s financial needs.
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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
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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.