Financial Advisory Services

The Town of Cutler Bay, Florida is seeking a vendor to provide general financial advisory services. The agency needs to evaluate its existing debt structure and financial resources to determine its available borrowing capacity and identify potential refinancing opportunities. To support future planning, the agency requires assistance with preparing forecasts for proposed bond issues, specifically addressing debt service requirements and funding sources. The scope of work covers advising the agency on the terms, features, timing, and marketing of both public offerings and direct placement bank loans under varying market conditions. The selected advisor must evaluate the benefits of negotiated versus competitive bid sales for each issue and arrange the widest possible distribution of official statements to underwriters and investors during competitive transactions. Additionally, the agency requires coordination and assistance with bond closings, including the printing, signing, and delivery of bond documents. Eligible bidders must be onshore organizations based in the United States. The agency expects the performance of all work to occur offsite. The agency has not disclosed a specific budget and is looking for proposals to define the financial terms. Bidders must submit all questions regarding this opportunity no later than July 30, 2026.