Specifically for Colleges and Universities

 

 

Madison Mackenzie will provide financial advisory services to your College or University for the issuance of debt under the HBCU Capital Financing Program or any other debt program unique to the institution.  The firm will help lead the University in the implementation of the approved process and the effort to close the transaction.  Consultant will provide guidance to the University and its Board of Trustees to successfully complete this process.  Additional responsibilities include:

 

1) Management of daily activities associated with closing the transaction.

 

2) Guide the selection of Working Group members and ensure that the group works from a University perspective.

 

3) Monitor expenses of transaction.

 

4) Serve as primary liaison with Working Group and University.

 

5) Ensure compliance with all regulations as they apply to the financial responsibility of the University.

 

6) Monitor the Sources and Uses of Funds to ensure maximum benefit to University.

 

7) Assist President in the all phases of the issuance process.

 

The consultant will also provide a DEBT Management Policy to guide the University and its Board of Trustees for future debt transactions.

 

If you think Madisan Mackenzie is like every other management consultant firm, think again. Our consultants take a personal approach that starts with a face-to-face meeting with you to discuss your business financial goals. We believe that building long-term relationships with our nearly clients is key to serving their financial needs, because that's the best way to get to know you and to help you reach your business goals.