Holley Ulbrich Public Finance

Holley Ulbrich Public Finance, LLC (HUPF) is a specialized financial advisory firm focused exclusively on serving the needs of municipal and non-profit entities. Based in Connecticut, HUPF provides a comprehensive suite of services designed to assist clients in navigating the complexities of public finance.

The firm's core competency lies in providing independent financial advisory services. This means they act as fiduciaries, representing the best interests of their clients, rather than underwriting or selling securities. This independent stance is crucial for ensuring objective and unbiased advice, enabling clients to make informed decisions regarding their financial strategies.

HUPF's service offerings are broad, encompassing debt issuance planning and execution, capital improvement planning, and financial management consulting. Specifically, they assist clients in evaluating their capital needs, structuring debt offerings (including bonds, notes, and leases) to optimize borrowing costs, and navigating the complex regulatory landscape surrounding municipal finance.

Their expertise extends to assisting with the entire debt issuance process, from initial planning and structuring through the marketing and pricing of bonds. They advise on the selection of underwriters and other transaction participants, negotiate terms and conditions, and manage the documentation required for a successful bond sale. Importantly, they work to ensure competitive bidding processes to achieve the lowest possible interest rates for their clients.

Beyond debt issuance, HUPF assists clients with long-term financial planning, helping them develop comprehensive capital improvement plans that align with their strategic goals and financial capabilities. They analyze revenue streams, operating expenses, and debt capacity to create realistic and sustainable financial strategies. They also offer expertise in areas such as budgeting, forecasting, and financial policy development.

HUPF serves a diverse range of clients, including municipalities (cities, towns, and counties), school districts, special districts, and non-profit organizations. This broad client base demonstrates the firm's versatility and adaptability in addressing the unique financial challenges faced by different types of public sector entities. They tailor their services to meet the specific needs of each client, taking into account their size, financial condition, and overall objectives.

The firm's success stems from its experienced team of professionals who possess deep knowledge of municipal finance, capital markets, and government accounting. They pride themselves on building strong relationships with their clients, providing personalized attention and responsive service. Their commitment to excellence and ethical conduct has established HUPF as a trusted advisor in the public finance arena.

In summary, Holley Ulbrich Public Finance provides essential financial advisory services to public and non-profit entities, helping them manage their finances effectively, access capital markets efficiently, and achieve their long-term financial goals. Their independence, expertise, and dedication to client service make them a valuable partner for organizations seeking to navigate the complex world of public finance.