Bond Offerings

General Offering Information

Senior Managers (Alphabetical Order)                                              

Bank of America Merrill Lynch
Barclays
Citi
J. P. Morgan
Jefferies & Co.
Loop Capital
Morgan Stanley
Ramirez & Co.
Raymond James Morgan Keegan (RJMK)
RBC Capital Markets
U.S. Bancorp
Wells Fargo

**Co-Managers **(Alphabetical Order)

BMO Capital Markets
BNY Mellon Capital Markets
CastleOak Securities
Fidelity Capital Markets
Janney Montgomery Scott
Mesirow Financial
Piper Jaffray
Siebert Brandford Shank

**Selling Group **(Alphabetical Order)

Cabrera Capital Markets
Drexel Hamilton
Estrada Hinojosa & Company
R. Seelaus & Co.
Rice
Robert W. Baird & Co.
Roosevelt & Cross
Stern Brothers & Co.
Williams Capital Group

**Variable Rate Remarketing Agents **(Alphabetical Order)

Bank of America Merrill Lynch
Barclays
Citi
J. P. Morgan
Jefferies & Co.
Loop Capital
Morgan Stanley
RBC Capital Markets
US Bancorp
Wells Fargo

**Commercial Paper Dealers **(Alphabetical Order)

Bank of America Merrill Lynch
Barclays
Citi
J. P. Morgan
Jefferies & Co.
Loop Capital
Morgan Stanley
Ramirez
RBC Capital Markets
US Bancorp
Wells Fargo

Independent Municipal Advisor Exemption Language

By publicly posting the following written disclosure, the MSBA intends that market participants may rely on the following for purposes of establishing the independent registered municipal advisor (IRMA) exemption to the SEC Municipal Advisor Rule.

The Massachusetts School Building Authority (“MSBA”) has retained certain independent registered municipal advisors. The MSBA is represented by and will rely on its municipal advisor(s) to provide advice with respect to proposals from financial services firms concerning the issuance of municipal securities and municipal financial products, including investments of bond proceeds and escrow investments, if applicable. The MSBA has qualified several independent registered municipal advisors to assist the MSBA in its debt management program. To know which municipal advisory firm that the MSBA will rely with respect to a particular matter, please contact the MSBA at 617-720-4466.  This information may be relied upon for purposes of establishing the IRMA exemption until June 30, 2018, unless otherwise revoked or rescinded by the MSBA in its sole discretion. Proposals may be provided to the MSBA at 40 Broad Street, Suite 500, Boston, MA  02109. The MSBA will provide proposals received to its municipal advisors, in its discretion. Please note that aside from regulatory mandated correspondence between a financial services firm and the MSBA’s municipal advisors, no financial services firm should contact or send documents directly to the MSBA’s municipal advisors unless specifically directed to do so by the MSBA.

The MSBA has qualified the following independent registered municipal advisory firms for the Debt Management Pool (Alphabetical Order):

  • Acacia Financial Group, Inc.
  • First Southwest
  • Frasca & Associates, LLC
  • PFM Financial Advisors LLC
  • PRAG

The MSBA has qualified the following independent registered municipal advisory firms for the Investment Management Pool (Alphabetical Order):

  • First Southwest
  • Frasca & Associates, LLC
  • Omnicap
  • PFM Financial Advisors LLC
  • PRAG 

List of Firms Qualified to Serve as Bond Counsel (Alphabetical Order):

  • Greenberg Traurig
  • Hinckley Allen
  • Locke Lord
  • McCarter & English
  • Mintz Levin

List of Firms Qualified to Serve as Disclosure Counsel (Alphabetical Order):

  • Greenburg Traurig
  • Hinckley Allen
  • Locke Lord
  • McCarter & English
  • Mintz Levin

List of Firms Qualified to Serve as Underwriters' Counsel (Alphabetical Order)*:

  • Hinckley Allen
  • Locke Lord
  • McCarter & English

*Underwriters will have the ability to submit other firms to the approved pool of firms providing Underwriters' Counsel services prior to the next Legal Services Procurement.

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