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.

Local knowledge. National presence.

With capabilities across many sectors and offices across the country, we’ve got you covered.

Stifel’s Public Finance professionals specialize in raising capital to build and maintain essential infrastructure in the communities they serve. From some of the nation’s largest states, cities, and counties to rural school districts and small towns and nearly everything in between, our municipal banking and underwriting groups work with issuers to develop and implement financing strategies that allow them to operate and optimize the important work they do.

The tools and resources you need to better serve your community.

Sophisticated offerings on a more personal scale.

As a global financial services firm, our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions.

Intelligent financial advice and creative consultation require attention and partnership to flourish. This is why PFM forges a close working relationship with each of our clients, ensuring our efforts to empower, mobilize and educate today help to yield sustainable outcomes tomorrow.

We combine high performance, entrepreneurial spirit, deep engagement, and an unwavering commitment to a culture of collaboration, diversity, and humanity.

Muni Technology Partner

For Issuers, Banks, Advisors, and Asset Managers

At Morgan Stanley, clients come first. We help individuals, families, institutions and governments raise, manage and distribute the capital they need to achieve their goals.

KBRA is a global full-service rating agency with a mission to set a standard of excellence and integrity. Established in 2010, KBRA remains dedicated to the restoration of trust in credit ratings by creating new standards for assessing risk and by offering timely and transparent ratings. KBRA provides market participants with an alternative solution by delivering in-depth research across various sectors within the US, UK and European markets. We strive to provide the investment community with the products and tools needed to make informed investment decisions.

Advancing Individuals and Communities Through Innovative Financial Solutions

HilltopSecurities is a unique blend of financial strength, deep industry knowledge, and years of experience. But that’s only part of the story.

Our firm was born out of the fusion of two respected and successful firms with complementary business lines: First Southwest Company, a broker-dealer founded in 1946 and known for its municipal advisory practice, and Southwest Securities Inc., a full-service broker-dealer since 1972.

As part of Hilltop Holdings, a well-capitalized and publicly traded parent company, we’re backed by a strong and diverse financial services enterprise. One that’s focused on moving our clients forward. Nothing better represents this than our iconic buffalo mascot, “Mo,” a symbol for our collective strength, unified force, and the unstoppable momentum of an advancing herd.