E. Wagner & Associates, Inc. is a full service, woman-owned investment banking firm specializes in municipal finance, offering municipal bond  services to California municipalities and public entities.  The Firm's clients include California cities, counties, school districts and special districts.  The firm has participated as an underwriter or financial advisor on 187 bond financings totaling in excess of $7 billion.

The firm has a wealth of experience as an underwriter for negotiated sale of tax-exempt and taxable municipal bonds as well as a financial advisor for both negotiated or competitive bond issues.  The firm's professionals have experience with structuring and marketing a full spectrum of municipal transactions which includes a comprehensive marketing program to ensure that a client's issue is successfully marketed in the market place.  

The Firm's experience in public finance includes, but is not limited to certificates of participation, general obligation bonds, revenue bonds, special assessment bonds, special tax bonds, housing mortgage revenue bonds, Mello Ross, tax allocation bonds, and Tax and Revenue Anticipation Notes (TRANS).

The table below summarizes E. Wagner & Associates, Inc. financing experience:

Type of Issue:

Number of Issues:

General Obligation Bonds 15
Revenue Bonds 60
Certificates of Participation 32
Mello Roos 12
Land-Secured Financings 69
Tax Allocation Bonds 14
TRANs 11
Multifamily/Singlefamily Housing 

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For a complete detailed list, see "history of experience."


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

Contact us at ewagner@e-wagner.net