Technical Capabilities

The Firm offers a level of technical competence that is equal of any firm in the municipal financial industry. Each financing professional and staff is a product of extensive training and years of transactional banking at one or more of the country’s major national firms.

Services

With over thirty-five years of public finance experience (issuer/banking and financial advisory), E. Wagner & Associates, Inc. financing professionals brings a breadth and depth of experience and knowledge in the public finance field that rivals any other firm. The Firm’s mission is to serve California municipalities and to ensure our clients that they receive superior services. E. Wagner & Associates, Inc. is not a transaction-driven firm, but rather one that builds long-term relationships. The Firm’s principal is one of the most accomplished and knowledgeable public finance experts in California.

Software and Data Bases

The Firm has invested in state-of-the-art technology that will be made available to all clients. Software applications designed to help public finance professionals determine the optimal size and structure of both tax-exempt and taxable bond issues. Technical capabilities include:

Capacity to structure fixed coupon, OID, CAB, premium CAB, Convertible CAB, stepped coupon and variable rate bonds and notes, including any interval of 7-day Dutch auction notes or inverse floaters.

Complete pricing and re-offering yield calculations for corporate, municipal, U.S. Treasury, agencies, CDs, REPOS and bankers acceptances.

Optimal bond size calculations taking into account all relevant variables including OID, average takedown, bond insurance premiums and rebates, investment earnings, capitalized expenses, cash contributions, transfers from other funds, and refunding escrow and construction fund requirements

Goal-oriented principal amortization techniques including:

- Level debt service

- Accelerated amortization given constraints

- Deferred amortization given constraints

- Uniform debt service savings

- Wraparound debt service structures, and

- Equal principal payments

Other important capabilities

- Multipurpose-issues analyses

- Refunding analysis

- Advance refunding capabilities

- Project finance

- Fully integrated telecommunications for direct modem links to the Federal Reserve and other data bases

- File export/import capability

Online databases, which provide comprehensive and fully integrated news, data and analysis exclusively for the municipal securities marketplace.

The Firm now has the capability to provide a dynamic Internet-based platform for competitive auctions of municipal bonds that includes both current and advance refunding of bonds. The competitive bidding process is held through a real time Internet platform (i.e., I-Deal) that will increase the competition among bidders, which will lead to a lower interest rates for the issuers.

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E. Wagner & Associates, Inc.
5510 Sunol Boulevard, Suite 3 Pleasanton, California 94566
Telephone: (925) 416-1200 | Facsimile: (925) 416-1296