Public Finance
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Higher Education and Non-Profit Sectors

Innovative Financial Solutions
for Long-Term Success

At HilltopSecurities, we provide comprehensive financial advisory services to assist higher education and non-profit institutions manage their resources and plan effectively for the future. Our experienced team specializes in guiding organizations through their unique and sometimes complex financing challenges. We work with a diverse range of entities, including small private colleges, large public universities, cultural institutions, social service agencies, and non-traditional non-profits. We are committed to delivering clear, effective solutions tailored to each organization’s specific needs.

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HilltopSecurities is a leading advisor in the higher education and non-profit sectors. Throughout our long history, we consistently rank among the top financial advisory firms nationwide and have a proven track record of innovation in financial management. Our team provides a wide array of services, including financing, financial planning, capital management, and strategic planning to support institutions in reaching their goals.

We view financial planning as a strategic, holistic, and ongoing process. Our goal is to provide a comprehensive range of services that address both immediate and long-term needs. This includes capital planning and budgeting, debt portfolio management, and credit and rating strategies, all within the context of market conditions and institutional priorities. We provide a range of services to support your financial needs, including:

Debt Capacity

We use multi-year financial projection models to assess debt capacity and evaluate the impact of strategic and capital priorities on an institution’s budget and financial position.

Peer Benchmarking

Our proprietary tools help clients understand their financial position relative to peers by producing a detailed analysis of various financial ratios and metrics.

Credit Rating Agency Strategy and Support

We guide institutions in balancing credit ratings with their mission and strategic goals, providing insights into the financial implications of these decisions.

Financial Policies 

We assist in the creation, evaluation, and analysis of financial policies, board presentations, and covenant restructuring.

Capital Markets Transaction Advisory

We guide our clients through the bond issuance process and craft a tailored approach to structuring pricing and execution for each transaction. We offer expertise in capital markets and private transactions, including rating agency strategy, credit analysis, debt portfolio management, and real-time market intelligence.

Our team employs a robust, client-focused approach using proprietary cloud-based tools to deliver innovative solutions, including:

  • Financial modeling and scenario planning
  • Credit/debt profile and peer analysis
  • Debt capacity and affordability assessment
  • Risk metrics framework analysis
  • Cash forecasting
  • Central bank and asset stewardship models
  • Debt, derivatives, and treasury monitoring for refunding and restructuring opportunities

Our Strategic Advisory Practice enhances our traditional financial services by addressing complex challenges with creative solutions. We offer support in:

  • Strategic Planning
  • Mergers
  • Strategic Partnerships
  • Restructurings
  • Business Model Pivots

We work closely with institutional leadership, as well as functional teams like finance and research. Our strategic frameworks help identify impactful opportunities and streamline decision-making.

Thought Leadership and Market Insights

At HilltopSecurities, we stand out for our dedication to the sector, decades of thought leadership, and our holistic approach to serving clients. We provide valuable insights into trends in higher education and trends in the higher education and non-profit sectors, helping clients assess sector wide issues and their relative position. Our proprietary tools and regular engagement in thought leadership forums strengthen our expertise and benefit the institutions we serve.

Contact Us Today

We are ready to help you with all your financial advisory needs. Contact our Higher Education team for for information.
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