Skip to content

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

THE PARK AT SOUTH STADIUM – SERIES 2026 (May 2026)

HJ Sims partnered with JCI Development, Inc.” to provide $69.63M for the construction of purpose-built student housing in Fresno, CA
View Case Study

THE PAIDEIA ACADEMIES PROJECT – SERIES 2026 (June 2026)

HJ Sims provides $20.825MM refinancing for multi-campus Arizona charter school network
View Case Study

JEFFERSON EDUCATION CENTER Case Study (April 2026)

$5,600,000 | April 2026 | Louisville Partnered Right® HJ Sims partnered with Louisville Broadway Project, LLC, a student housing developer focused on purpose-built housing near higher education campuses, to support
View Case Study

EXPLORE ACADEMY RIO RANCHO (October 2025)

Nestled in the hills of the Rancho San Antonio Preserve in Cupertino, California, the Forum at Rancho San Antonio is an existing resident-owned life plan community which consists of 319 independent living residences, 58 assisted living suites and 48 nursing beds.
View Case Study

THE LEARNING CHOICE ACADEMY Case Study (November 2025)

HJ Sims Partners with Hózhó Academy to Finance Campus Expansion and Facility Enhancements
View Case Study

HÓZHÓ ACADEMY Case Study (May 2025)

HJ Sims Partners with Hózhó Academy to Finance Campus Expansion and Facility Enhancements
View Case Study
IB CTA
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.
  • By submitting this form, you are consenting to receive marketing emails from HJ Sims. You can unsubscribe from these communications at any time by using the unsubscribe link found at the bottom of every email.