Services

PFA has experience in all areas of public finance, allowing us to provide a broad array of financial and strategic planning services to a diverse client base of public and non-profit issuers of various types. PFA assists local governments, other public entities and non-profits with their financial planning, capital management, and debt structuring functions. As independent financial advisors, we meet the needs of our clients in an independent, non-underwriting environment. Our firm has experience in planning, structuring and managing tax-exempt and taxable financings for public issuers of all kinds. PFA manages debt transactions and also develops extensive financial strategies and transaction design as well as implementation plans. We have provided these services to issuers in the following fields:

• State Agencies / States
• Municipal / County
• Economic / Industrial Development
• Housing
• Higher Education
• Transportation
• Resource Recovery / Solid Waste
• Healthcare
• Utilities
• Asset Management

PFA is a member of the National Association of Independent Public Finance Advisors (NAIPFA), an organization of financial advisory firms which are not affiliated with broker/dealers or investment managers. PFA is the only NAIPFA member in Alabama. In addition, NAIPFA has designated Phil Dotts and Marcie Porter as Certified Independent Public Finance Advisors (CIPFA). Visit the NAIPFA Web Site for more information on the strict professional standards to which PFA adheres.

Additionally, pursuant to the SEC interim final temporary rule 15Ba2-6T, PFA is registered with the SEC and MSRB as a municipal advisor.

We draw upon our vast background and expertise to serve the specific needs and mission of our clients. Please visit the summary of Financing Transactions to see a list of clients and a history of transactions.