CASE STUDIES

Shell Point / Alliance Obligated Group

Wednesday, August 7, 2019
The obligated group consists of The Christian and Missionary Alliance Foundation, Inc., d/b/a Shell Point (“Shell Point”) and The Alliance Community for Retirement Living, Inc. (“Alliance”). Shell Point and Alliance are each Florida non-profit cor...

Trinity Classical Academy Case Study

Friday, July 12, 2019
Trinity Classical Academy is a private Christian School, located in Santa Clarita, California. They began operations in 2001, and in the ensuing years expanded to a full transitional kindergarten to grade 12 school. The School utilizes a classical...

Trevecca Nazarene University Case Study

Wednesday, May 22, 2019
Trevecca Nazarene University is a fully-accredited, co-educational Christian university with its main campus located in the heart of Nashville, TN, approximately a mile from downtown.

Empower College Prep Project Case Study

Monday, April 22, 2019
Empower College Prep is a public charter school located in Phoenix, Arizona, that began operating in the 2012-13 academic year with 67 students in grades 4 and 5. Empower currently enrolls approximately 660 students in grades 3-11 and operates fro...

New Dawn Charter Schools Project Case Study

Friday, March 15, 2019
New Dawn Charter Schools Brooklyn is a charter high school located in Brooklyn, New York, that was organized in 2011 and serves over-aged and under-credited students. The Series 2019 Bonds, along with the borrower’s equity contribution, funded the...

Wilson College Case Study

Tuesday, February 19, 2019
After experiencing significant increases in enrollment, programmatic shifts, purposeful facility upgrades, and an approaching letter of credit maturity on the College’s existing bonds, the refunding plan was launched. The College and its leadershi...

Ohio Dominican University Case Study

Tuesday, February 19, 2019
Ohio Dominican is situated on a 75-acre campus in Columbus, Ohio, and is the only Catholic university in Central Ohio. The University offers 40 undergraduate majors, nine graduate majors, and serves more than 1,700 students.

Ohio Northern University Case Study

Tuesday, February 19, 2019
Founded in 1871, Ohio Northern University is an independent, comprehensive four-year university located on 342 acres in scenic Ada, Ohio, approximately 80 miles northwest of Columbus.

Fleet Landing

Wednesday, January 23, 2019
Naval Continuing Care Retirement Foundation, Inc. d/b/a Fleet Landing (the Borrower or the Community) is a Florida not-for-profit incorporated in 1985 to develop and operate a continuing care retirement community originally serving former militar...

Sunshine Water Control District

Wednesday, November 21, 2018
The Sunshine Water Control District (“Sunshine WCD” or the “District”) was established on July 10, 1963 to provide surface water management improvements and services to support the development of a portion of Broward County, which was eventually i...