Charter Schools Archives

2025 National Charter School Conference

HJ Sims is proud to be attending, sponsoring, and exhibiting at the 2025 National Charter School Conference.

Come see us at booth 24!

Attendees

Rich Harmon

Executive Managing Director, Head of Education Banking
614.335.7052
[email protected]

Rob Nickell

Executive Vice President
HJ Sims
214.681.0952
[email protected]

John Solarczky

Executive Vice President
214.681.0952
[email protected]

Akshai Patel

Executive Vice President
HJ Sims
214.681.0952
[email protected]

Sponsor Tier 1

Sponsor Tier 2

Sponsor Tier 3

2024 Year in Review

Check out our 2024 Year in Review below:

2025 Late Winter Conference Recap

Check out our 2025 Late Winter Conference Recap below:

Save the Date

The 23rd Annual HJ Sims Annual Conference will be held February 24th-26th, 2026 at the Marriott Sanibel Harbour Resort & Spa in Fort Myers, FL. Stay tuned for more information soon. We can’t wait to see you there!

For more information, please contact Kat Dymond.

Charter Schools

Cornerstone Charter Academy Case Study (October 2024)

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

Charter Schools

Champion Schools (June 2024)

On June 18, 2024, HJ Sims successfully closed on the $16.175 million Series 2024 Bonds.

Charter Schools

La Scuola International School (October 2024)

Sims priced the deal on September 26, 2024 and closed October 8, 2024. The issuance consisted of three term bonds with a final maturity of 40 years. The bonds were nonrated and the first term bond maturing in 2044 has an anytime call option at par. Sims was able to land La Scuola a true interest cost of 5.35%.

Charter Schools

Northeast Ohio Classical Academy (December 2023)

On December 28, 2023, HJ Sims successfully closed on the $11.3 million Series 2023 Bonds for Northeast Ohio Classical Academy.

Charter Schools

Clackamas Middle College (May 2024)

On May 23, 2024, HJ Sims successfully closed on the $2.83 million Series 2024 Bonds on behalf of Clackamas Middle College (CMC).

Charter Schools

Westside Neighborhood School (May 2024)

HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and terms for New Jersey non-profit LPC – successfully navigating volatile financing conditions.

Charter Schools

Ascent Classical Academy Charter Schools (April 2024)

HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and terms for New Jersey non-profit LPC – successfully navigating volatile financing conditions.

Charter Schools

Prescott Valley Charter School (March 2024)

On March 21, 2024, HJ Sims successfully closed the $11.71 million Series 2024 Bonds, with the majority of the issue purchased by five institutional bond funds. Additionally, approximately $300,000 of the bonds were acquired by HJ Sims’ Private Wealth Management clients.

Charter Schools

Capital College & Career Academy (February 2023)

HJ Sims successfully closes on $13.9 million Series 2023 Bonds for Sacramento, CA start-up public charter high school, Capital College & Career Academy.

Charter Schools

Kootenai Classical Academy (November 2022)

HJ Sims successfully closes on $13.5m Series 2022 bonds for a start-up classical Idaho public charter school, Kootenai Classical Academy.

Charter Schools

John Hancock Charter School (November 2022)

HJ Sims successfully closes on $25 million Series 2022A&B Bonds for UT-based public charter school, John Hancock Charter School.

Bonds Charter Schools New Construction

Cincinnati Classical Academy (September 2022)

HJ Sims provides Ohio-based start-up charter school with working capital funded entirely by HJ Sims’ Private Wealth Management clients.

Charter Schools Private Placement

Shining Rock Classical Academy (August 2022)

HJ Sims closes on $21.395 million series 2022 bonds for North Carolina public charter school, Shining Rock Classical Academy to buy out of their lease on one campus and refinance an existing loan.

Charter Schools

BC Construction Group: Signs of Stabilization in Construction Cost Inputs

BC Construction Group’s Chip Harp, Vice President, Education Division, weighs in on construction cost inputs for charter schools

Charter Schools

High Point Academy (July 2022)

HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.

Charter Schools

The Gathering Place (May 2022)

HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,

Charter Schools

California Charter Schools Conference

2022 California Charter Schools Conference

The California Charter Schools Conference is the state’s premiere charter event and delivers three days of inspirational keynotes and critical sessions with turnkey tools and strategies for educators, school leaders, and advocates. HJ Sims will be there – start a conversation with one of our expert team members specializing in structuring and underwriting charter school and education financings.

HJ Sims is proud to support the CCSA as one of the Welcome Reception sponsors.

Attendance:

William Sims, Managing Principal
Rich Harmon, Executive Managing Director & Head of Public Finance Education
Rob Nickell, Executive Vice President

Exhibit:

Please stop by and visit us at booth #1426.

Contact:

Robert Nickell Jr., Executive Vice President at 214.681.0952 or [email protected].

Charter Schools March2022

Merritt Academy

Merritt Academy, (“Merritt” or the “Academy”), located in New Haven, MI (approximately 27 miles northeast of Detroit), is a Michigan charter school that began operations in September, 2002, enrolling 174 students and offering grades K-5.

Charter Schools

Charter School for Applied Technologies

Charter School for Applied Technologies (CSAT) is a New York charter school located in Buffalo. The School began operations in 2001 offering grades K-6 for 700 students.

Charter Schools Investment-grade Ratings

2025 National Charter School Conference

Attendees

Rich Harmon

Rob Nickell

John Solarczky

Akshai Patel

Sponsor Tier 1

Sponsor Tier 2

Sponsor Tier 3

2024 Year in Review

2025 Late Winter Conference Recap

Save the Date

Cornerstone Charter Academy Case Study (October 2024)

Champion Schools (June 2024)

La Scuola International School (October 2024)

Northeast Ohio Classical Academy (December 2023)

Clackamas Middle College (May 2024)

Westside Neighborhood School (May 2024)

Ascent Classical Academy Charter Schools (April 2024)

Prescott Valley Charter School (March 2024)

Capital College & Career Academy (February 2023)

Kootenai Classical Academy (November 2022)

John Hancock Charter School (November 2022)

Cincinnati Classical Academy (September 2022)

Shining Rock Classical Academy (August 2022)

BC Construction Group: Signs of Stabilization in Construction Cost Inputs

High Point Academy (July 2022)

The Gathering Place (May 2022)

California Charter Schools Conference

Merritt Academy

Charter School for Applied Technologies

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