CASE STUDIES

Truett McConnell Case Study

Wednesday, January 15, 2020
Truett McConnell University is a fully accredited, private liberal arts university located in northeast Georgia. The University was founded in 1946 as a junior college, growing to a fully accredited university that boasts total enrollment of appro...

Literacy First Charter Schools Case Study

Tuesday, November 26, 2019
Literacy First Charter Schools is a California 501(c)(3) nonprofit that operates four charter school campuses, three in El Cajon, California and one in neighboring Lemon Grove (San Diego County), plus an independent study program.

Highland Prep Case Study

Tuesday, October 29, 2019
Highland Prep is a charter school located in Surprise, Arizona, that began operating in the fall of 2017. It is a high school specializing in the STEM fields (Science, Technology, Engineering and Mathematics).

Granada Hills Charter School Case Study

Wednesday, October 16, 2019
Granada Hills Charter (GHC) is a charter school located in Los Angeles, California, that began operating in 1960 and later converted to a charter school in 2003. The School is one of the largest single site charters in the country, with approximat...

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...