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.

Wells Fargo Government Banking provides access to specialized products and services to address the distinctive needs of local and state governments, with a focus on building long-term relationships.

Stifel Public Finance is a national leader in municipal finance, combining local market expertise with the reach of a top underwriting platform. Stifel ranks #1 in California, leading all underwriters by number of negotiated municipal bond issues statewide. Backed by dedicated California offices and sector specialists, Stifel delivers tailored financing strategies, deep investor distribution, and proven execution for issuers across the State’s cities, counties, school districts, and special districts.

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.