Industries & Practices

Public Finance

    Through bonds and finance options, we support health, safety, education, energy and economic development.

    We serve as bond counsel to more than 1,000 state, city, county, school district, library and higher education entities that are seeking the most economical and efficient ways to finance their capital improvements. From clients who are contemplating a bond financing for the first time to those who are frequent issuers, we supply comprehensive advice that begins with the preliminary planning stage, continues through the process of committee meetings, board meetings and council meetings, and culminates after the capital has been secured.

    Our group is known statewide for developing innovative financing structures, and several members have actively participated in the drafting of statutory and constitutional provisions that govern bond finance in Ohio. We are the largest public finance practice group in the state, and every attorney in the group is a member of the National Association of Bond Lawyers. Our lawyers are listed in the “red book” of bond counsel, and we have been recognized by the state and its various political subdivisions, as well as by the underwriting community, as a law firm with a national caliber bond counsel opinion.

    We are experienced with the following:

    • Election proceedings for voted levies, bond issues and charter questions
    • Tax and revenue anticipatory notes
    • Taxable and tax-exempt leases
    • Capital financings
    • Private purpose bond financings
    • Structured finance transactions
    • Tax-exempt organizations
    • Economic development incentives
    • Property Assessed Clean Energy (PACE)/energy efficiency

    Areas of Focus

    School Bond Finance & Levy Planning

    We help school districts obtain and maintain the resources they need. Our experience includes bond and note issuances and tax levies, as well as lease-purchase arrangements, collaborative agreements, protection of assessed valuation, tax abatement and exemption issues, booster and foundation support, and more.

    Municipal/County/Township Bond Finance

    Representing political subdivisions to finance infrastructure is a key component of our firm’s foundation. We routinely serve as bond counsel, underwriter's counsel, trustee counsel, issuer's counsel and/or company counsel in financings ranging from large general obligation and revenue bond issues to small bond issues. 

    State of Ohio & State Agency Finance

    Our attorneys are intimately familiar with the State’s fiscal processes and have worked with public officials for decades. From job-creating programs to bond and note issuances, we help government entities create and use Ohio’s financial tools.   

    Economic Development Finance

    Utilizing the economic development tools that best suit our clients’ goals, we structure and layer resources, connecting government entities and private developers with available financial incentives. Tax increment financing and joint economic development districts are just a few of the areas in which we are highly experienced. 

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    Energy Finance & PACE

    Participating in the issuance of Ohio’s first property assessed clean energy (PACE) bonds, our firm is a trailblazer in the area of energy project finance. We help public entities use funding opportunities to update existing office buildings or warehouses or to acquire an alternative energy source, like solar panels or wind turbines, without impacting certain local debt limitations.

    Health Care Finance

    We leverage our experience in public finance, tax, health, securities, charitable trust, creditor’s rights and contract law to find creative fiduciary options for our health care clients. Whether embarking on new initiatives or rethinking existing capital structures, our health care clients rely on our assistance with complex transactions.

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    Library Bond Finance & Levy Planning

    Whether borrowing money from note or bond issuance or raising money through a voter-approved levy, our team guides libraries through each stages of the process. Having partnered with dozens of public libraries across the state, we bring well-rounded experience this unique type of financial matter.

    Underwriter's Counsel

    Our attorneys regularly represent underwriters in bond financings. In this role, we draft the official statement, the purchase agreement and the continuing disclosure agreement for the transaction and guide our client in completing due diligence review.