The Series 50 and Series 54 exams ensure advisors have the knowledge and regulatory expertise to provide municipal advisory services that address the complex financial needs of borrowers in the tax-exempt space. In our latest blog, we cover what these exams entail and why working with certified municipal advisors is essential for ensuring compliance, regulatory expertise, and informed financial decision-making. Check it out today! https://lnkd.in/gmuQSEp2 #MunicipalAdvisors #Series50 #Series54 #PublicFinance
Blue Rose Capital Advisors
金融服务
Minneapolis，MN 835 位关注者
Contact Us: Minneapolis, MN [email protected] | (952) 746-6050
关于我们
Trusted Independent Financial Advisors to Institutions Blue Rose Capital Advisors is a full-service, independent financial advisory firm serving institutions across the U.S. through capital planning, debt and derivative execution, and additional advisory services. Sectors served include: ? Higher education ? Non-profits, including: ? Cultural institutions ? Private K-12 ? Charter Schools ? Healthcare ? Senior Living ? Governments ? Corporates The Blue Rose team advises our clients on specific financing transactions and through an ongoing advisory relationship, helping them achieve both their transactional and strategic goals. Blue Rose is registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor. Founded: 2011
- 网站
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https://www.blueroseadvisors.com
Blue Rose Capital Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Minneapolis，MN
- 类型
- 私人持股
- 创立
- 2010
- 领域
- Debt Advisory、Derivatives Advisory、Defeasance/Refinancing Services、Bidding Agent Services、Debt Capacity Analysis、Debt, Swap, Liquidity and Cash Management Policies、Credit Rating Review、Institutional Cash Flow Analysis and Management、P3 Advisory和Reinvestment Services
地点
Blue Rose Capital Advisors员工
动态
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We’re Presenting! Blue Rose Capital Advisors’ Brandon Lippold, Vice President, and Max Wilkinson, Vice President, are presenting on a live webinar with CLA (CliftonLarsonAllen) on April 9, 2025. Join our complimentary webinar, Leveraging Debt for Campus Improvement, to discuss how to effectively finance campus innovations through strategic debt use. At the end of the session, you will be able to: ? Identify how to responsibly leverage debt to advance campus initiatives ? Identify debt structuring strategies to avoid common pitfalls ? Recognize financing trends in higher education Register today! https://lnkd.in/exsV6XCb CLA will provide CPE credit for the webinar. See event page for details and CPE information. Recorded webinars are not eligible for CPE. #HigherEducation #DebtManagement #Webinar
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Blue Rose Capital Advisors provides a full range of services to support debt issuance by tax-exempt and taxable borrowers. Our strategic debt management services include: ? ? Pre-financing Services: our pre-financing services address every aspect of debt issuance, including market conditions, feasibility, and timing. ? Financing Execution Services: we work closely with clients during a transaction, using our expertise and advocacy to minimize their interest, underwriting, and issuance costs. ? Post-Issuance Services: after issuance, we continue to serve our clients by actively seeking opportunities to reduce their debt service costs and serving as a ready resource. Learn more about our custom debt advisory services here: https://lnkd.in/gk2Mp5m #DebtManagement #FinancialAdvisors #BlueRoseAdvisors
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Blue Rose Capital Advisors, Brandon Lippold and Benjamin Pietrek, are attending the Wisconsin Health and Educational Facilities Authority (WHEFA) Workshop, ???????????????? ???????? ?????? ???????????????????????? ???? ??????-???????????? ??????????, on March 17, 2025, in Brookfield, WI. Are you attending? We would love to connect! #Networking #BlueRoseAdvisors
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Happy Employee Appreciation Day! Our success is built on the dedication, expertise, and collaboration of our incredible team at Blue Rose Capital Advisors. Today, we express our gratitude to the hard workers at Blue Rose and employees everywhere. Thank you for all you do! #EmployeeAppreciationDay #TeamWork #BlueRoseAdvisors
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From debt and derivatives strategies to reinvestments and restructuring, Blue Rose Capital Advisors provides tailored solutions to maximize your institution's creditworthiness and accomplish your goals. We act as an extension of your staff, providing value-added services to optimize your debt profile and keep your institution well-positioned to execute financings. If your institution is looking for financial guidance and expertise, let’s connect! https://lnkd.in/gbrW3Tv #NonProfitFinance #DebtManagement #FinancialAdvisors #BlueRoseAdvisors
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When reinvesting tax-exempt bond proceeds, the interest rate environment and yield curve are key factors to consider. In our latest blog, we cover how to optimize reinvestment strategies in different market conditions, including positive vs. inverted yield curves and rising vs. falling interest rate environments. Read the full blog: https://lnkd.in/ddHQFhjs #InterestRates #YieldCurve #BondProceeds
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At Blue Rose Capital Advisors, we proudly serve non-profit organizations of all sizes—from small local charities to national religious associations. Our team provides comprehensive consulting to help non-profit institutions strengthen their financial foundations and achieve their missions. Our services include: ? Advice for capital markets access and debt issuances ? Evaluation of derivatives and investment strategies ? Analysis of credit and debt capacity ? Development of financial forecasting processes and tools ? Validation of negotiated transaction prices ? Presentation to rating agencies ? Optimization of financial support via capital campaigns and annual fund operations …and more! Explore how we can help in maintaining your institution’s financial health: https://lnkd.in/g-kA68Wg #NonProfitFinance #BlueRoseAdvisors #MunicipalAdvisor
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