Financial Advisor Services

The government authority located in Laredo, Texas is seeking a primary financial advisor to provide ongoing strategic services and transactional support. The agency needs to solve the challenge of managing its outstanding debt, maintaining high credit ratings, and executing future debt issuances effectively. The selected partner will assist in developing debt management policies, monitoring market conditions for refinancing opportunities, and helping the agency fulfill its continuing disclosure obligations. The scope of work covers both ongoing advisory tasks and transactional services in the event of a debt issuance. For ongoing services, the advisor must assist with debt limits, reserve funds, and presentations to bond rating agencies. For transactional services, the advisor must provide financial advice for bond sales, prepare bidding forms, administer the sale of debt instruments, and analyze market conditions before, during, and after sales. Bidders must be onshore organizations based in the United States. The agency requires the performance of the work to be conducted onsite in Laredo, Texas. The contract period will span two years, and the agency is currently looking for proposals to determine the budget. All questions regarding this opportunity must be submitted no later than July 2, 2026. The agency will evaluate proposals based on the bidder's ability to fulfill the described ongoing and transactional financial advisory services.