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  • Charter Schools

    Raymond James provides focused expertise to solve charter schools' facility financing needs and works with schools at all stages, from pre-opening single site to established, multi-site organizations. We are the only charter school underwriter who also maintains a dedicated USDA specialty group. Our team approach allows us to pursue a financing route specifically tailored to each school's unique situation.

    Raymond James has served as underwriter on more than $500 million of charter school financings and placement agent or advisor on more than $80 million of USDA loans for charter schools.

    Full-service Capabilities

    • Underwriting
    • Private placements
    • USDA financing
    • Rating agency strategy
    • Debt portfolio analysis
    • Investment of proceeds advisory
    • Financial advisory
    • Derivatives advisory

    Team

    Matt Palumbo
    Vice President
    Richmond, VA
       
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    Michael Kirby
    Michael Kirby
    Vice President
    Myrtle Beach, SC
       
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