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        Charter Schools

        Raymond James provides focused expertise to solve charter schools' facility financing needs and works with schools at all stages, from pre-opening single site to established, multi-site organizations. We are the only charter school underwriter who also maintains a dedicated USDA specialty group. Our team approach allows us to pursue a financing route specifically tailored to each school's unique situation.

        Raymond James has served as underwriter on more than $500 million of charter school financings and placement agent or advisor on more than $80 million of USDA loans for charter schools.

        Full-service Capabilities

        • Underwriting
        • Private placements
        • USDA financing
        • Rating agency strategy
        • Debt portfolio analysis
        • Investment of proceeds advisory
        • Financial advisory
        • Derivatives advisory


        Matt Palumbo
        Vice President
        Richmond, VA
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        Michael Kirby
        Michael Kirby
        Vice President
        Myrtle Beach, SC
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