Texas Education Finance

A leader in Texas K-12 underwritings

Raymond James is a leading underwriter of Texas K-12 bonds amongst all firms nationwide. Over the last 10 years, Raymond James, in aggregate, has been the #1 leading underwriter of Texas K-12 bond issues, having senior managed over $22.8 billion in par amount.* Since 1996, the firm has served as underwriter for more than 545 different Texas K-12 transactions totaling over $115 billion in par amount.*  

The Texas Public Finance team brings a wealth of knowledge, integrity and professionalism to its K-12 practice. We pride ourselves on delivering creative solutions, first class service and low borrowing costs. Our extensive distribution network reaches the full spectrum of investors and is one of the largest in the country. Raymond James consistently ranks as a top underwriter both nationally and in Texas.

#1

underwriter for Texas K-12 senior managed underwritings in par amount and number of transactions in aggregate since 2014*

#1

Texas K-12 senior managing underwriter in 2024 YTD*

14

public finance professionals located in Dallas, Houston, Austin and San Antonio

6

public finance professionals focused on Texas K-12 issuers

4

municipal underwriters located in Dallas

1,149

associates located in 381 office locations throughout Texas

$96.3B

under management in 285,910 retail accounts serviced by 866 financial advisors in the state

*Source: Bloomberg and SDC as of July 31, 2024
Stats as of July 31, 2024 unless otherwise noted

Full-service Capabilities

Services

  • Comprehensive Underwriting
  • Debt Structuring Models
  • Tax Rate and/or Revenue Impact Analysis
  • Refunding Optimization Analysis
  • Refunding Escrow Optimization Analysis
  • Variable vs. Fixed Rate Mix Optimization
  • Forward Refunding Analysis
  • Interest Rate Sensitivity Analysis
  • Comprehensive Debt Profiles
  • Investment of Proceeds Advisory
  • Credit Analysis
  • Existing Bondholder Information Analysis
Tom Oppenheim
Tom Oppenheim
Senior Managing Director, Head of Texas Public Finance
Dallas, TX
   
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Jim Buie
Jim Buie
Managing Director
Dallas, TX
   
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Debi Jones
Debi Jones
Managing Director, Head of Houston Operation
Houston, TX
   
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Hector Matos
Hector Matos
Managing Director, Head of Texas School Practice
San Antonio, TX
   
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Nick Papan
Nick Papan
Managing Director
Austin, TX
   
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Lori Sullivan
Lori Sullivan
Managing Director
Dallas, TX
   
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