SMBC Group

At PNC Public Finance, we’re more than a financial provider—we’re your partner in progress. From essential credit solutions to capital markets and treasury management, we tailor capabilities to fit your organization’s needs. We’re also one of the most active public finance firms in the country—committed to helping public and nonprofit organizations move their mission forward.

Fidelity Capital Markets ® (FCM) provides innovative trading and technology solutions, and execution services across multiple asset classes for institutional investors. Our offering includes a suite of electronic brokerage products for equities, options, prime brokerage, securities lending, fixed income, municipal- and bank-issued brokered CD underwriting, and FOREX. For more than 30 years, FCM has successfully worked with asset managers, hedge funds, family offices, endowments, banks, and brokerage firms in support of their business goals. Fidelity has one of the largest retail and institutional presences; this expansive network provides institutional investors with a differentiated offering and greater access to liquidity. We can help clients maximize their investment strategies with our leading market insight, advanced technology solutions, and high-quality trade execution.

The California Municipal Finance Authority’s (“CMFA”) mission is to support economic development, job creation and social programs throughout the State of California while giving back to California communities. By supporting our member communities and their local charities with a portion of the revenue generated through the issuance of taxable and tax-exempt bonds for public, private and non-profit entities, the CMFA is able to directly contribute to the health and welfare of the residents of California.

The CMFA shares 25% of all issuance fees directly with its member communities. In addition, a grant equal to 25% of the issuance fee is made to the California Foundation for Stronger Communities (“CFSC”) to fund charities designated by the member communities. A portion of the annual fees received by the CMFA will also be directed to charitable activities within California communities. This unique commitment to “give back” directly to the communities in which we operate sets the CMFA apart.

Founded in 2001, Cabrera Capital Markets LLC is the leading Latino-owned investment bank and institutional brokerage firm providing investment banking for municipal, corporate, and advisory clients, institutional brokerage services for municipal bonds, global equities, taxable fixed income securities, preferred equities, and structured products, as well as cash management services. Cabrera’s diversified global client base includes corporations, municipalities, financial institutions, federal agencies, unions, pension funds, foundations, and endowments. Cabrera’s areas of expertise include: Corporate Investment Banking Capital Markets Corporate Advisory Public Finance Investment Banking Municipal Sales and Trading Global Equities Preferred Equities Taxable Fixed Income Structured Products Cash Management Cabrera is a certified Minority-Owned Business Enterprise (MBE).

Expect more from a financial services partner

For more than a century, our organization has fueled the success of consumers, businesses and wealth clients alike. As part of an organization that spans the American Midwest and Southwest, we’re able to deliver the kind of insights and expertise you might not expect from someone so close to home. And, with our focus on building long-term relationships and commitment to investing in our communities, you can grow right along with us.

As a global financial services company, we oversee more than $55.8 trillion* in assets for our clients – managing it, moving it and keeping it safe.

For over 240 years, we have been creating new solutions that benefit businesses, communities and people everywhere.

No matter what the future brings, we’ll be ready and we’ll be working. Making money work for the world.

*As of June 30, 2025

Whether raising capital in Singapore or financing equipment in Los Angeles, hedging currencies in Frankfurt or expanding a business in Huntsville, we understand the challenges our clients face around the world. We combine local knowledge and global perspective to tailor solutions to meet clients’ goals. We are the largest U.S. commercial and industrial lender. And we have one of the top market-making and investment banking platforms.

Baker Tilly is a top 10 advisory, tax, and assurance firm connecting with organizations to uncover what drives their performance and translate that insight into distinct strategic advantage.

Our work is grounded in enduring, collaborative relationships and strengthened by deep industry intelligence across 30+ sectors. Designed specifically for the middle market, we understand its complexity, demands, and opportunities and how to navigate them with ambition and clarity.

Backed by professionals across the U.S. and in leading global financial centers, we provide access to a full platform of capabilities from validated financial performance to mitigated risk, managed operations, strategic transformation, personal wealth, enhanced tax value, and more. All to reach your organization’s full potential.

Debt Modeling, Marketing & Management

The Muni Bond Platform

Adaje is the only software platform designed to streamline the entire bond issuance lifecycle: from structuring ideas to marketing to post-issuance management and disclosure. Built for issuers, bankers, advisors, and investors. Adaje eliminates data entry, automates analysis and monitoring, connects market participants, and simplifies access to your data.