Strategic Partners
Successful Solutions

Public Finance Consulting | CMBS Service

A PERSONAL APPROACH

Each of our principals actively participates in the day-to-day delivery of our professional services. Our small size affords us the unique opportunity to deliver the optimal combination of experience and efficiency to each client

INDUSTRIES SERVED

State and Local Governments

Healthcare

K-12 Education

Higher Education

Charter Schools

Utilities

Special Districts

Single-Family Housing

Multifamily Housing

Commercial Real Estate

State and Local Governments Healthcare K-12 Education Higher Education Charter Schools Utilities Special Districts Single-Family Housing Multifamily Housing Commercial Real Estate

A COMMITMENT TO QUALITY

PUBLIC FINANCE CONSULTING

  • Verification Services

  • Escrow Bidding

  • Investment Solutions

  • Arbitrage Rebate Services

CMBS SERVICES

  • Verifications for Commercial Real Estate Loan Defeasance Transactions

  • Verifications for Corporate Bond Transactions

ARBITRAGE REBATE SERVICES

  • The IRS requirements to meet a spending exception and other exceptions from rebate

  • The yield restriction “trap” for Project Funds

  • Interim calculations to prepare and budget for future payments to the IRS.

We value integrity, commitment, and responsibility to our clients above all else. For us, the highest quality relationships involve a two-way, interactive approach. We are committed to earning and maintaining your trust.

NEXT STEPS

Working with Causey is like working with a trusted friend and confidant. You will find us approachable, honest and professional. We value relationships and look forward to getting to know how we can help you.

GET IN TOUCH

It’s easy. Just give us a call at
(720) 669-3358.

DISCUSS YOUR SITUATION

We listen first and then provide the right solutions.

ENGAGE CAUSEY

Our team is with you every step of the way.