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We brought in a colleague who provides specialized municipal finance advice to a number of our clients, to help us drill down on the college’s debt structure. As is often the case, its strategic and investment choices are intertwined, because the college needs to allocate its precious capital across several competing options.
challenge: STRATEGIC PLANNING/DEBTMANAGEMENT. . Recently, a new client—a small private college—asked us for broader financialguidance as it considered a set of short-term and long-term objectives. client: SMALL PRIVATE REGIONAL COLLEGE. BACKGROUND. client: COUNTY-FOCUSED COMMUNITY FOUNDATION. BACKGROUND.
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