Request for Qualification - Investment Banking Services
Get Issuer Alerts
Add this issuer to your watchlist to get alerts about important updates.
Request for Qualification - Investment Banking Services
Summary
- Service Type
- Underwriter Services
- Bids Due
- 12/08/2023 at 12:00 PM CT
- Sector
- State / Province
- State
- Wisconsin
- Listing Date
- 11/16/2023
- Deadline for Questions
- 11/29/2023 at 12:00 PM CT
Project Description
The State of Wisconsin (State) is seeking qualifications from firms wishing to serve as senior managing or co-managing underwriters in connection with negotiated sales and the issuance of various State obligations such as General Obligations, Transportation Revenue, Environmental Improvement Fund Revenue, General Fund Annual Appropriation, and Master Lease Certificates of Participation.
This RFQ may also be used for selecting underwriters for the development and issuance of obligations for any new borrowing programs. This RFQ may also be used for selecting dealers, remarketing agents, or other providers of services for any issuance or placement of variable rate obligations or creating new variable rate borrowing programs.
Documents
Winning Bid
Firms Qualified To Provide Senior Manager Investment Banking Services
- BofA Securities, Inc.
- Barclays Capital, Inc.
- FHN Financial Capital Markets
- Goldman Sachs
- Huntington Securities, Inc.
- Jefferies LLC
- J.P. Morgan Securities, LLC
- Loop Capital Markets LLC
- Morgan Stanley
- Oppenheimer & Co. Inc
- Piper Sandler & Co
- Ramirez & Co., Inc.
- Raymond James
- RBC Capital Markets
- Robert W. Baird & Co.
- Siebert Williams Shank & Co., LLC
- Stifel, Nicolaus & Company, Incorporated
- Truist Public Finance
- Wells Fargo Securities
Firms Qualified To Provide Co-Manager Investment Banking Services
- Academy Securities Inc.
- American Veterans Group
- AmeriVet Securities
- Bancroft Capital, LLC
- Blaylock Van, LLC
- Cabrera Capital Markets LLC
- Essex Securities
- Estrada Hinojosa (added to the pool on 9/8/2025)
- Hilltop Securities
- Janney Montgomery Scott LLC
- Mesirow Public Finance
- Mischler Financial Group, Inc.
- Northland Securities
- PNC Capital Markets LLC
- R. Seelaus & Co.
- Rice Financial Products (added to the pool on 12/12/2025)
- Roberts-Ryan
- San Blas Securities, LLC
- Stern Brothers & Co.
- TD Securities
- Valdes & Moreno, Inc
Note: If a firm in the Co-Manager pool brings and idea forward that the State acts upon, placement in the Co-Manager pool will not prohibit that firm from possibly acting as a Senior Manager for any related financing.
Participants
Municipal Advisor
Baker Tilly Municipal Advisors, LLC
