2025 NAHEFFA SPONSOR DIRECTORY
This directory will be updated in January 2025
Ballard Spahr LLP
1735 Market Street, 51st Floor Philadelphia, PA 19103-7599 (215) 861-7432 https://www.ballardspahr.com/ Ballard Goes Beyond We provide strategic legal services and business solutions of the highest quality, delivered with uncommon efficiency. With more than 750 lawyers in 18 U.S. offices, we bring industry knowledge augmented by tenacity, initiative, and a drive for results—creating an outsized advantage for clients in litigation, transactions, and regulatory compliance. Anastasia Khokhryakova Partner (303) 299-7310 [email protected] Ethan Anderson Associate (303) 299-7374 [email protected] 
Columbia Capital Management, LLC
6700 Antioch Suite 250 Merriam, KS 66216 (913) 312-8057 www.columbiacapital.com Columbia Capital Management, LLC, is an independent financial and investment advisor serving municipal bond issuers throughout the country. In addition to municipal advisory services, we advise on the investment of idle funds and municipal bond proceeds, we assist with post-issuance compliance and we structure New Markets Tax Credits financings. Jeff White Managing Director (913) 312-8077 [email protected] 
ImageMaster
1182 Oak Valley Drive Ann Arbor Michigan, 48108 (734) 821-2550 www.imagemaster.com ImageMaster has a deep understanding of the challenges associated with assembling a public finance deal. That is why we have dedicated ourselves to streamlining and ensuring the accuracy of the Official Statement production process. Our team of knowledgeable specialists are available and prepared to deliver outstanding service to you and the entire working group. With a share of over 70% of the municipal market, ImageMaster is the trusted choice for bringing your deals to market. Why not join the many others who rely on us? With an excellent reputation built over 30 years, we provide: • Official Statement document preparation • MuniOS.com - electronic deal distribution platform • MuniBond Roadshow - online investor presentations • High quality in-house printing and binding • EMMA G32 filings at no cost • Deal collaboration through our MuniDR service Contact: Sales Representative [email protected] 
BMO
320 S. Canal St. Chicago, IL 60606 (312) 461-3347 https://commercial.bmo.com/en/us/industry-expertise/educational-institutions/ Columbia Capital Management, LLC, is an independent financial and investment advisor serving municipal bond issuers and borrowers throughout the country. In addition to municipal advisory services, we advise on the investment of idle funds and municipal bond proceeds, we assist with post-issuance compliance and we structure New Markets Tax Credits financings. Kathleen Belden Vice President (312) 461-3347 [email protected] 
Bank of America Securities
One Bryant Park 12th. Floor New York New York, 10036 (646) 743-1393 www.bankofamerica.com Bank of America Corporation (“Bank of America”) is a financial holding company that, through its subsidiaries and affiliated companies, provides banking and non-banking financial services. Bank of America” and “BofA Securities” are the marketing names used by the Global Banking and Global Markets divisions of Bank of America Corporation. Lending, other commercial banking activities, and trading in certain financial instruments are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Trading in securities and financial instruments, and strategic advisory, and other investment banking activities, are performed globally by investment banking affiliates of Bank of America Corporation Investment Banking Affiliates”), including, in the United States, BofA Securities, Inc. and Merrill Lynch Professional Clearing Corp., both of which are registered broker-dealers and Members of SIPC, and, in other jurisdictions, by locally registered. Gerald D. Knorr, MD Head of Health Care Group (646) 743-1393 [email protected] Robert Junqua Managing Director (646) 743-1350 robert. [email protected] 
Dorsey & Whitney, LLP
125 Bank Street Missoula MT 59802 (406) 721-6025 www.dorsey.com Clients have relied on Dorsey & Whitney LLP as a valued business partner since 1912. With locations across the United States and in Canada, Europe, and the Asia-Pacific region, Dorsey provides results-oriented, grounded counsel for its clients’ legal and business needs. Dorsey represents a number of the world’s most successful companies from a wide range of industries, including banking and financial institutions; development and infrastructure; energy and natural resources; food, beverage and agribusiness; healthcare and life sciences; and technology. Erin McCrady Partner (406) 329-5585 [email protected] 
Foley Judell, LLP
One Canal Place, Suite 2600 365 Canal Street New Orleans, Louisiana 70130-1138 Phone: (504) 568-1249 Fax: (504) 565-3900 https://www.foleyjudell.com/ Foley & Judell, L.L.P. is a Louisiana-based law firm working with clients on capital projects throughout Louisiana and the Gulf South. We are one of the largest law firms in the nation with a practice limited exclusively to public and project finance matters. At Foley & Judell, we believe in our clients. We embrace their vision and work with leaders to achieve their goals. We bring value to our clients by providing solutions to their complex capital finance issues. Our attorneys specialize in governmental purpose bonds that fund public infrastructure projects, private activity bonds that benefit hospitals, schools and other nonprofit entities, and all areas in between. We focus on the aspects of constitutional law, tax law, securities law, real estate law and commercial law applicable to such areas. Our clients gain the benefit of an entire firm proven over time to be totally dedicated to providing legal services of the highest quality in the public finance area. Meredith Hathorn Managing Partner (225) 923-2476 [email protected] 
Hillis Clark Martin & Peterson P.S.
999 Third Ave Suite 4600 Seattle, WA 98109 (206) 470-7688 www.hmcp.com HCMP is a mid-sized, full service law firm founded in 1971. From its Seattle office, the firm represents national and international companies, local and regional businesses, nonprofit corporations, government entities, community organizations and individuals. The firm currently has 47 attorneys supported by a team of skilled paralegals and legal assistants, all of whom are dedicated to achieving excellence in their individual practice areas while emphasizing practical problem solving and cost-effective management of client matters. The firm’s main practices include Business, Lender Services, Public Finance, Real Estate, Environmental, Land Use, and Litigation. We offer the highest level of professional services to our clients by creating an atmosphere of excellence for our attorneys and staff in a collegial, non-institutional setting. The result is a team of dedicated, passionate legal professionals. Our experience, creativity and can-do attitude have won long-term loyalty from an impressive roster of clients. Our work covers a broad range of business and industry areas, including many enterprises with diverse and complex legal needs. The firm achieves excellence in the practice of law by emphasizing practical problem solving, high-quality legal work, and cost-effective management of client matters. We endeavor to be skilled client counselors as well as lawyers. Our approach to the practice and our commitment to quality of life for attorneys and staff members combine to create a stimulating, informal, and humane work environment. We take our work seriously, but not ourselves. Dan Gottlieb Principle (206) 470-7627 dan@[email protected] Christi Jacobsen Of Counsel (206) 470-7635 [email protected] 
Hawkins Delafield & Wood LLP
7 World Trade Center 250 Greenwich Street New York, NY 10007 (212) 820-9300 www.hawkins.com Hawkins Delafield & Wood LLP is the oldest public finance law firm in the United States and the only national firm devoted entirely to the practice of public finance and public projects. In 2024, Hawkins is celebrating our 170th anniversary. With our long-standing commitment to public finance, our practice spans all 50 states and every sector of public finance. We are a leading firm in the financing of health care, educational, cultural and other 501c3 facility financings. Supporting our practice is our in-house arbitrage and rebate services group, which provides expert, comprehensive rebate services to our clients. Learn more about us at www.hawkins.com. Charles Toto Partner (973) 642-8841 [email protected] Kristine Flynn Partner 973) 642-8682 [email protected] 
Hawley Troxell Ennis & Hawley, LLP
608 Northwest Boulevard, Suite 300 Coeur d'Alene, ID 83814 (208) 388-4871 hawleytroxell.com Hawley Troxell is Idaho’s premier, full-service business and litigation law firm. We are the largest firm in Idaho listed n the “Redbook” as qualified public finance and bond counsel. We represent public entities such as cities, counties, urban renewal agencies, school districts, irrigation districts, universities, health care providers, and housing developers in tax-exempt bond issues. We also serve as underwriter’s counsel, taking the lead on preparation of disclosure documents in municipal finance offerings. In addition to work as bond counsel and underwriter’s counsel, we also serve as borrower’s counsel in conduit financings, and as issuer’s and lenders counsel. We also participate in transactions in Oregon and Washington Mike Stoddard Danielle Quade Partner Partner [email protected] dquade@hawleytrox ell.com (208) 388-4871 (208) 388-4871 
Huntington National Bank
7 Easton Oval EA5W72 Columbus, OH 43219 (614) 331-3372 https://www.huntington.com/ Huntington National Bank is a full service bank offering the public sector banking solutions that include industry-leading investment banking, commercial banking, corporate trust, and custody services. Our highly experienced team of professionals, located across the country, serves the needs of our public finance customers nationwide. Maxum Tomaszewski SVP Business Development Manager Public Finance (614) 331-3372 [email protected] David Hard SVP Director of Corporate Trust & Custody (614) 480-4617 [email protected] 
Katten Muchin Rosenman LLP
525 W Monroe St Chicago, IL 60661 (312) 902-5200 https://katten.com Katten Muchin Rosenman LLP maintains one of the nation’s premier Public Finance practices. Our Public Finance attorneys devote themselves exclusively to public finance matters, serving as counsel to state, county and municipal governments, their agencies and authorities, and school and other special-purpose districts across the country. Our attorneys serve as bond, issuer’s, borrower’s, bank, derivatives and underwriter’s counsel in financings that benefit health systems, hospitals, universities, schools, cultural institutions and other nonprofit corporations throughout the US. Our attorneys also have extensive experience counseling issuers and borrowers on SEC and IRS compliance matters. We also advise broker dealers underwriting tax-exempt and taxable debt obligations, purchasers acquiring such obligations through direct placements or limited offerings, conduit issuers, bond insurance companies and, in workout or distressed credit situations, bond and master trustees, providing Katten’s Public Finance attorneys with a deep, well-rounded understanding of every aspect of these transactions. Chad Doobay Partner (312) 902-5435 [email protected] James Normile Partner (212) 940-8514 [email protected] 
KeyBanc Capital Markets Inc.
127 Public Square Cleveland Ohio, 44114 216-689-4028 www.key.com (216) 689-0534 KeyBanc Capital Markets: Overview of Public Finance Investment Banking - The Public Finance Group is comprised of 8 offices nationally, with its headquarters located in Cleveland, Ohio. The municipal banking effort is comprised of a group of experienced investment bankers that have completed transactions with many state agencies and municipalities, as well as in the Real Estate, Utility, Healthcare, Infrastructure, Transportation, and Higher Education sectors. The Public Finance Group has served as an underwriter on 697 municipal bond transactions, totaling over $71 billion in par over the past five years. The Public Finance Group is comprised of 60 professionals with 29 focusing on Healthcare and Higher Ed. KBCM is committed to expanding its presence in the municipal finance industry and has strengthened its presence by acquiring Cain Brothers in 2017. Since acquiring Cain Brothers, KBCM has served as an underwriter on 74 Healthcare transactions totaling over $8.696 billion in par and 49 Higher Ed. transactions totaling over $6.641 billion in par. Derek Chauvette Mark A. Miller EVP & Group Head Managing Director (216) 689-0534 (614) 460-3423 [email protected] [email protected] |
Chapman and Cutler LLP
320 S. Canal Street Chicago, IL 60606 (312) 845-3000 chapman.com Since its founding, Chapman and Cutler LLP has been one of the country's preeminent law firms in state and municipal finance. Dozens of lawyers comprise the firm's Public Finance Group, primarily serving as bond counsel or underwriter's counsel on public finance transactions throughout the United States. Attorneys in the Group work as a team with colleagues in the firm's banking, tax, securities and bankruptcy and workout areas. Firm attorneys from other disciplines join the team whenever a significant public finance transaction warrants their involvement. The firm's public finance clients include state governments, state agencies and authorities, counties, cities, villages, towns, school districts and other special purpose districts and municipal non-profit corporations and authorities located across the country. In addition, attorneys in the Public Finance Group frequently serve as counsel to the leading national and regional investment banking firms in the underwriting or remarketing of state and local government obligations. Nancy Burke Partner (312) 845-2953 [email protected] 
Gilmore & Bell, P.C.
2405 Grand Boulevard Suite 1100 Kansas City, MO 64108 (816) 218-7591 www.gilmorebell.com Gilmore & Bell was established in 1979 and is one of the leading public finance law firms in the United States with 52 bond attorneys. The firm primarily serves as bond counsel in transactions for governmental entities and 501c3 organizations, and also has an extensive tax and arbitrage rebate compliance practice. Scott Waller Director-Shareholder (816) 218-7591 [email protected] 
Quarles
411 East Wisconsin Avenue Milwaukee, WI 53202 (414) 277-5000 www.quarles.com Quarles is a multidisciplinary AmLaw200 law firm with more than 500 attorneys practicing at the top of the profession in 12 offices nationwide. We provide legal services in more than 20 practice areas to clients such as educational and research institutions, health care institutions, municipalities and government agencies, and major corporations. We have a deep and longstanding commitment to our public finance and governmental entity clients. For more than 75 years, we have assisted in raising capital for public-interest projects ranging from hospitals, clinics, multimember healthcare systems, senior living facilities, educational institutions, cultural facilities, redevelopment districts and a wide variety of infrastructure projects. Our attorneys have extensive experience in conduit qualified private activity bond tax-exempt financing transactions. As bond and issuer counsel to the Wisconsin Health and Educational Facilities Authority we annually provide opinions on over $1 billion of qualified 501(c)(3) bonds. In addition to serving as bond counsel and issuer’s counsel, we serve as underwriter’s counsel, disclosure counsel and purchaser counsel for clients all across the country and represent many 501(c)(3) borrowers with their financing needs and ongoing compliance matters. Our volume makes us one of the largest public finance law practices in the country. We are deeply involved at state and national levels in formulating bond industry standards, writing laws affecting state and local financing, and serving in industry groups. This keeps us at the forefront in spotting new trends, developments and techniques Liz Blutstein Nate Fronk Attorney Attorney (414) 277-3037 (414) 277-5258 [email protected] [email protected] 
Kutak Rock LLP
1801 California Street Suite 3000 Denver, CO 80202 (303) 297-2400 www.kutakrock.com Kutak Rock LLP is a national law firm with 19 offices across 14 states and the District of Columbia. We provide relentless attention to client service with a national footprint that allows us to serve our clients wherever their legal needs arise. Many of our 550+ attorneys are recognized leaders in their practices, allowing us to serve our clients across a panoply of subject-matter areas. We have earned a reputation across the U.S. for providing excellent legal services in a practical, cost conscious manner. Founded as a finance firm in 1965, Kutak Rock’s corporate and governmental finance capabilities are wide-ranging and renowned in the industry and the firm’s multidisciplinary practice now spans dozens of discrete practices in more than 25 areas of focus. Frederic Marienthal Senior Partner (303) 297-2400 [email protected] 
Locke Lord LLP
2200 Ross Avenue Suite 2800 Dallas, TX 75201 (617) 239-0359 https://www.lockelord.com Locke Lord’s Public Finance practice group is a premier, nationally-recognized public finance practice with over a century of involvement in the law of public borrowing. We have extensive experience serving as bond counsel for both governmental issuers and nonprofit conduit borrowers, with a particular niche strength in the 501(c)(3) nonprofit sector including, in particular, colleges and universities. Stephanie Massey Jennifer Capasso Mendonça Partner Partner (617) 239-0558 (617) 239-0845 [email protected] [email protected] 
Mintz
One Financial Center Boston, MA 02111 (617) 348-4943 https://www.mintz.com/ Mintz is a versatile am law 100 law firm with 550+ attorneys serving clients worldwide. We collaborate across disciplines to deliver exceptional legal strategies that help clients navigate shifting industry challenges. Our attorneys advise business leaders, entrepreneurs, and investors on pivotal deals, disputes, and regulatory matters. We work within four core practice areas — transactional, intellectual property, litigation & investigations, and regulatory & advisory — and serve industries including the life sciences; health care; technology; insurance & financial services; energy & sustainability; sports & entertainment; real estate, construction & infrastructure; retail & consumer products; and education & nonprofit sectors. We are strategically located to meet the needs of our clients. You will find Mintz offices in Boston, Los Angeles, Miami, New York, San Diego, San Francisco, Toronto, and Washington, DC. Meghan Burke Member / Chair, Public Finance Practice/ Chair, Education Practice (617) 348-1663 [email protected] Christie Martin Member, Public Finance Practice (617) 348-1769 [email protected] 
Moody's Ratings
7 World Trade Center, 250 Greenwich Street New York, NY, 10007 (212) 553-0300 Moody's Ratings / Spanning the Public Finance Landscape (moodys.io) Moody’s Ratings is a leading global provider of credit ratings, research, and risk analysis. Moody’s Ratings may enable issuers to create timely, go-to-market debt strategies with the ability to capture wider investor focus and provides investors with a comprehensive view of global debt markets through our credit ratings and research. Moody’s Ratings trusted insights can help decision-makers navigate through turmoil and market volatility. Patrick Ronk AVP-Analyst (212) 553-3623 [email protected] 
Orrick Herrington & Sutcliffe, LLP
The Orrick Building 405 Howard Street San Francisco, CA 94105 (415) 773-5925 www.orrick.com Orrick’s history in public finance stretches back for more than 150 years. As the nation’s top ranked bond counsel firm, Orrick provides reliable, cost-effective, innovative services and solutions for all types of public finance matters. Our Health Care Finance group is committed to bringing expertise, cutting-edge concepts and knowledge of the health care industry from our national experience in health care finance to each transaction. Our team addresses critical issues and collaborates with the entire working group to provide successful results for each borrower. In addition, lawyers in our Higher Education Finance group have been involved with hundreds of financings encompassing a wide variety of financing techniques and structures for colleges and universities across the United States. Robyn Helmlinger Partner (415) 773-5925 [email protected] Bryan Victor Partner (916) 329-7979 [email protected] 
Polsinelli
900 W 48th Place Suite 900 Kansas City, MO 64112 (816) 753-1000 polsinelli.com Polsinelli is an Am Law 100 firm with more than 1,000 attorneys in 22 offices nationwide. Recognized as one of the top firms for excellent client service and client relationships, Polsinelli is committed to meeting our clients’ expectations of what a law firm should be. Our attorneys provide value through practical legal counsel infused with business insight, offering comprehensive corporate, transactional, litigation and regulatory services with a focus on health care, real estate, finance, technology, private equity and life sciences. Janet Zeigler Shareholder (312) 873-3679 [email protected] 
PFM - Boston, MA
100 High Street 23rd Floor Boston, Massachusetts 02110 (617) 502-5640 www.pfm.com At PFM, we believe that, in a changing world, doing meaningful work is more important than ever. Our financial advisors and consultants partner with clients large and small to transform their world. Beyond superior financial advice, we offer tailored creative consultation that empowers, mobilizes and educates—which, in turn, ensures sustainable outcomes. Simply put, we provide visionaries the lens to a brighter future. Florien Bouwmeester Director (646) 561-0736 [email protected] Raul Ardelean Senior Managing Consultant ((312) 523-2471 [email protected] 
Piper Sandler
800 Nicollet Mall Minneapolis, MN 55402 (800) 333-6000 https://www.pipersandler.com/ Our expert teams facilitate the issuance of taxable and tax-exempt debt across a range of sectors, with two key client sectors being healthcare and higher education institutions. With our deep sector expertise, broad national platform and superior client relationships, we deliver tailored solutions that meet the unique goals and objectives of each client. John Henningsgard Melanie Johnson Managing Director Managing Director (612) 718 9796 (612) 227-3656 [email protected] [email protected] 
Raymond James & Associates, 909 Poydras St Ste 1300 New Orleans, LA 70112-109 504.529.1556 www.raymondjames.com Built on the guiding principles of deep relationships, innovative ideas and superior execution, Raymond James consistently ranks among the top five senior managing underwriters of U.S. municipal bonds. Our veteran bankers and aggressive underwriters work with municipal and not-for-profit issuers nationwide to find customized, comprehensive solutions for their next project. Lee Bressler Managing Director (504) 723-9550 [email protected] Richard Szalkowski Managing Director (212) 909-4053 [email protected] 
S&P Global Ratings
55 Water Street New York, NY 10041 (212) 438-2000 spglobal.com/uspublicfinance S&P Global Ratings, a division of S&P Global Inc. (NYSE: SPGI), is a leader in providing credit ratings insight for the public and not-for-profit sectors. Our public finance analysts provide a deep understanding of markets with sector-specific experience. Learn how our perspective can help you make better-informed financing decisions. Visit spglobal.com/uspublicfinance. Anthony Ivancich Senior Director, Relationship Management (212) 438-5060 [email protected] 
Sherman & Howard LLC 675 15th Street Suite 2300 Denver, Colorado 80202 (303) 297-2900 https://shermanhoward.com Sherman & Howard L.L.C. is a full-service law firm with offices in Arizona, Colorado, Nevada, and New Mexico. Our attorneys provide high-quality legal and business solutions to a broad range of clients, including private, public, and government entities. We have extensive experience in aerospace and government contracting, infrastructure and construction, financial services, natural resources, telecommunications, technology, manufacturing, consumer products and retail, and nonprofit entities. For more information, visit shermanhoward.com. Cory Kalanick David Lucas Member, Public Finance Group Member, Public Finance Group (303) 299-8373 (303) 299-8134 [email protected] [email protected] 
Squire Patton Boggs
1000 Key Tower 127 Public Square Cleveland, Ohio 44114 (216) 479-8500 squirepattonboggs.com Since 2020, Squire Patton Boggs (US) LLP has served as bond counsel on 1,500 issues valued at $75.5 billion and has one of the top-ranked non-profit education and healthcare practices in the country. The firm was named U.S. News & World Report’s Law Firm of the Year in Public Finance Law for 2014, 2015, 2018 and 2020. We have represented issuers, health systems, colleges and universities in the financial arena for decades, and continue to be on the cutting edge of public law and tax-exempt finance issues affecting these entities. Our practice is comprised of lawyers in many different disciplines who have in-depth knowledge of the challenges that issuers, institutions of higher education and health care providers face. Our representations have included advice on financing, corporate governance, tax compliance, development and planned giving, intellectual property, immigration, property acquisition and disposition, compliance audits (including assistance with IRS Schedule K), labor regulations and disputes, and construction matters. squirepattonboggs.com Alexander Burlingame Partner (216) 479-8768 [email protected] 
UMB Bank
1670 Broadway Denver, Colorado 80282 (203) 912-0222 www.umb.com/corporatetrust For over 75 years, UMB’s Corporate Trust and Escrow Services has been a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal bond financing marketplaces. Our trust services encompass the spectrum of offerings from traditional to complex, including all forms of Health and Educational Facilities and Economic Development securities, while our agency business provides solutions for escrow, project finance and other detailed, multi-lender loan agency transactions. John Bishop Sarah Sanchez Vice President Vice President (203) 912-0222 (816) 860-3784 [email protected] [email protected] 
U.S. Bank National Association
435 N. Whttington Pkwy STE 150 Louisville, KY 40241 (859) 630-0071 usbank.com U.S. Bank is a valued service provider for a broad range of corporate and municipal financings in addition to a wide variety of escrow services. Their experienced professionals understand the complexities of these transactions and use their expertise and the latest technology available to exceed each customers individual needs and fulfill their expectations for timeliness and accuracy. Experience their support services and make U.S. Bank your provider of choice. Karolina Donlin Senior Vice President (859) 630-0071 [email protected] Dan Boyers Vice President (513) 632-2077 [email protected] 
Zions Bank
800 W. Main Street Suite 700 Boise, ID 83702 (208) 501-7493 www.zionsbank.com For over 100 years, Zions Bank has built strong, lasting relationships with our customers by delivering excellent service and by adding value to their transactions through our experience, flexibility, and attention to detail. Zions Bank Corporate Trust makes a true difference by providing you and your financing team a purely local customer service experience enhanced by strong technological and reporting solutions. One Team...One Office...One Point of Contact - That’s the kind of Bond Trustee and Paying Agent service you deserve. At Zions Bank “We Haven’t Forgotten Who Keeps Us in Business” Twyla Lehto Ryan Pollihan Senior Vice President Senior Vice President (470) 437-3936 & Director of Corporate Trust [email protected] (208) 501-7493 [email protected] |