Education

Together, we can help finance America's future.

As a national leader in charter school finance, we help our clients achieve strategic objectives through comprehensive investment banking and advisory services, in-depth charter school knowledge, debt structuring, trading expertise, and strong distribution channels. Our focus is not simply the execution of the transaction at hand, but rather the delivery of superior client service and the establishment of enduring, long-term relationships.

Higher Ed K-12 Charter Schools Education - Charter Schools


Whether your school is large or small, we come to the table with financing solutions that make sense. We’ll help you manage long-term debt and structure bond issues that fit your unique capital needs.

We are:

  • A full-service, national securities firm with an international presence serving corporate and municipal clients since 1895 and traded on the New York Stock Exchange (Symbol: PJC)
  • A national leader in municipal finance
      Ranked No. 2 in the nation in 2009 for number of long-term negotiated financings*
    • Managed 450 negotiated transactions in 2009 totaling more than $10.334 billion*
    • Ranked No.4 in the nation in 2009 for number of long-term municipal bond issues with 529 transactions*
  • Financially strong, with a net capital base of $306.2 million**
  • One of the industry’s largest variable-rate underwriters
  • Strategically located (21 offices in 18 states) with regional underwriting desks
  • Specialists in charter school finance:
    • Investment bankers who focus solely on charter school finance
    • Expertise with non-rated and rated schools
    • National coverage; broad client base
    • Serving both large and small schools
  • A team of professionals who have completed approximately 80 charter school transactions, totaling more than $500,000,000  Comprehensive services and capabilities to deliver superior service to our charter school clients:
    • Taxable and tax-exempt; fixed- and variable-rate financings
    • Rated and nonrated; enhanced and stand-alone credits
    • Public offerings and private placements
    • Fund reinvestment services

*Source: Thomson Financial
**As of September 30, 2009

Investment Banking Contacts

Nicholas Hagen
Charter Schools
612 303-6661
E-mail | Biography

Jay Hromatka
Charter Schools
612 303-6608
E-mail | Biography

Bruce Sorensen
Charter Schools
612 303-1776
E-mail | Biography