Champion Schools (June 2024)
On June 18, 2024, HJ Sims successfully closed on the $16.175 million Series 2024 Bonds.
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.
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
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%.
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.
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).
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.
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.
