Awarded Transactions
THE FOLLOWING TRANSACTIONS HAVE BEEN EXECUTED BY THE MANAGEMENT OF NCR
State of New Jersey – Department of Motor Vehicles
Surcharge Revenue Bond – Series (2003A)
Financial Advisor $160 Million
Goldman Sachs Underwriter – Philadelphia Municipal Authority
Total Transaction over $1 Billion.
Philadelphia Navy Yard
PIDC/Burns Group Energy Smart Grid Master Plan
Financial Advisor $100 Million
Greater Philadelphia Health Action – GPHA
PAID… Philadelphia Authority for Industrial Development
Financial Advisor $50 Million
Current Bond Refunding
Vehicle Replacement ProgramCO-Manager $ 80 Million
Philadelphia Municipal Authority
Lease Revenue Refunding
CO-Manager $ 53 Million
Commonwealth of Massachusetts
Intangible Asset Lease Refunding $ 27 Million
Commonwealth of Massachusetts
Master Lease $ 16 Million
Certificate of Participation (COP)
Commonwealth of Massachusetts
Master Lease
Self-ticketing Dispensers $7.9 Million
501(c)3 Tax Exempt Leasing Programs
Massachusetts Industrial Development Authority – MIFA
Perpetual Taxable Commercial Paper Program
(Program Origination) $ 60 Million
Lasell College
Tax-exempt Higher Ed
Revenue Bond $3.1 Million
Massachusetts Health and Higher Education Facilities Authority – HEFA
Leasing Program
(Program Origination) $ 50 Million
Jordan Hospital
$2.5 Million
Cape Cod Hospital
$1.9 Million
Anna Jacques
$3.0 Million
Lawrence Memorial
$5.0 Million
Philadelphia Health & Higher Education – Phila. HEFA
Leasing Program (Program Origination) $ 40 Million
Osteopathic College & Hospital
$ 5 Million
Co-Advisor/Agent or Lessor
TELP – Tax Exempt Leasing Program
State of Massachusetts
$ 30 Million
Senior Manager (Portfolio Investment)
City of Philadelphia – Procurement Department
Fire Equipment
Portfolio Investment $ 2 Million
State of New York – Department of Corrections
Modular Jail Facilities
$1.5 Million
City of West Haven
Master Lease Line Lessor/Syndication Manager
$ 1 Million
School District of Augusta Me.
Computer and Heating System
Lessor/Placement Manager $750,000
Ypsilanti Michigan School District
$750,000
Godwin Heights School District
$350,000
Kalamazoo School District
$500,000
Keystone Oaks School District
$250,000
City of Rome New York
Street Maintenance Equipment
Portfolio Investment $750,000
Londonderry New Hampshire School District
Computer Equipment
Portfolio Investment $350,000
State of California East Bay Building Authority
CO-Managing Underwriter $100 Million