Mr. Robertson joined Lewis Young Robertson & Burningham in 2006. As a member of the firm’s Production Team he works closely with relationship managers to provide quantitative analysis, credit ratings presentations and other services to a number of cities, school districts, charter schools, and water districts.
Experience
Helped complete over 100 bond transactions totaling over two billion.
Strong background of long-term financial modeling, quantitative analysis, and debt structuring.
Participated in a wide variety of construction and refinancing transactions including general obligation, water, sewer, lease revenue, tax increment, charter school revenue, special assessment, and franchise and sales tax revenue bonds.
Actively works in the development of credit shaping services including the development and implementation of plans to qualify, enhance, and/or secure an investment grade credit rating from the major credit agencies.
Integrally involved in on-going monitoring of refunding opportunities available, on a daily basis, to all local governments to ensure the highest