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Education Finance

HJ Sims and our education finance team has closed more than $7 billion in public sector and charter school financings. We are deeply experienced in helping you create, improve and build your vision.

High School

Public Financing Done Right

More than 85 years of experience has taught us one thing. It’s that personal relationships with clients are the key to success. We work with you as trusted partners and advisors, guiding you through every step of the process. We’ll answer any and all questions you have. In addition, we’ll provide guidance and advice at every opportunity. We’ve built our reputation by being nimble, smart and most importantly, human. You are not just a financing to us and you never will be. You are a unique client with your own vision and needs. We’ll work tirelessly to turn that vision into reality. And, we’ll make sure your financing is always done right.

Charter Schools are all about Them

You’re passionate about your charter school. You believe that children have a better chance of succeeding at life when they have the right educational foundation. At HJ Sims, we couldn’t agree with you more – which is why we’d like to be your financing partner. HJ Sims has completed more than $33 billion in taxable and tax-exempt financings since its founding in 1935.

Your Community, Our Experience

The right financing can lead to a stronger community and thousands of children living to their full potential and achieving their dreams. Because of this, we’ve made sure that our expertise extends into many areas…

  • Providing financing for acquisition, expansion, renovation or refinancing
  • Capital planning
  • Structuring and underwriting transactions
  • Existing debt refinancing
  • Financial modeling
  • Debt and asset management
  • Strategic capital and organizational planning
  • Repositioning strategies
  • Bank/private placement financing strategies
  • Credit enhancement
  • Loan analysis and syndication
  • Advisory services

Case Studies

HÓZHÓ ACADEMY Case Study (May 2025)

HJ Sims Partners with Hózhó Academy to Finance Campus Expansion and Facility Enhancements
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Academics of Math and Science Case Study (October 2025)

$18,405,000 | October 2025 | Avondale & Mesa, AZ “We knew that long-term rates made expansion to highneed Arizona communities challenging. But our program is designed for this mission and
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SAN TAN MONTESSORI Case Study (June 2025)

$40,650,000 | June 2025 | Gilbert, AZ “Our experience with the HJ Sims team has been consistently positive. They are very knowledgeable in the municipal bond space, well-organized throughout the
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BridgePrep Academy Case Study (July 2025)

Partnered Right® BridgePrep Academy (“BPA”) currently operates 20 schools; the Series 2025 Bonds included nine of BPA’s schools The nine schools included in the 2025 financing serve approximately 6,200 K-12
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Cornerstone Charter Academy Case Study (October 2024)

HJ SIMS SUCCESSFULLY CLOSED ON THE $21.960 MILLION SERIES 2024 BONDS
View Case Study

Champion Schools (June 2024)

On June 18, 2024, HJ Sims successfully closed on the $16.175 million Series 2024 Bonds.
View Case Study
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Connect with one of our Education Finance specialists today.

Capital Market Update

  • Focused on the Investment Banking sector, this newsletter features weekly in-depth market commentary and analysis, industry sector trends and white papers, current market rates and yields and the latest HJ Sims case studies on completed financings, highlights and events.
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