5 - AGMT FOR HSG FIN ANALYSIS AND ADIVSORY SERV

Home Browse Search

CSG Advisors Incorporated January 28, 2015 Proposal: Housing Financial Analytical and Add spry Services Page 5 of 25 2. Organizational Background CSG Advisors Incorporated is an independent financial advisory firm highly specialized in housing finance for public agencies. We provide a wide range of financial advisory, program design and real estate finance services to state and local agencies responsible for homing, redevelopirient and community development. History. CSG Advisors was incorporated in 1999 as successor to the financial advisory practice of Caine Gressel Midgley Stater and before that CGMS Incorporated and Gressel Gressel Slater, Gene Slater, the Chairman of CSCY, has been a founding principal of these firms tbroUglIOLIt, beginning in 1978. Type of Organization. CSG is a subchapter S corporation, registered in Delaware. The firm is entirely owned by its employees, Firm's Qualification for the Proposed Services We have served as financial advisor on over 3,,000 I-IOLISirIg financings totaling more than $75 billion throughout the United States., CSG Advisors also assists in the design and implementation Of' public-private real estate transactions, local government programs, asset management and work-outs and negotiation and structuring of lo •-income housing tax credits. • Housing Bond Expertise, CSG is the leading advisor in both the United States and California on I-10LIsing bond issues. Attached are the national rankings from SCCLII-itieS Data. (Appendix 1: Hnancial Advisor Rankings). In our work, we have seen nearly every combination of financing sources and challenges and apply that knowledge to our current tusks. • California Local Experience. CSG has provided financial advice to many California hOLISiIIg agencies including Alameda County, Anaheim, Fresno City and County Housing Authorities, Fontana, Hayward, Los Angeles City, Housing Authority of City of Los Angeles, County of Los Angeles, Oceanside, Ontario, Orange COLUIry, Sacran-lento, San Bernardino County, San Diego, San Francisco, San Jose, Santa Ana and the Housing ALIthority of Santa Clara COUnty. • Registered Municipal Advisor. We are a registered Municipal Advisor with both the Securities Exchange Commission and the Municipal Securities Rulemaking Board, and can thus, serve as independent registered municipal advisor on all bond iSSLICS. • Work for Public Agencies. As an independent firm, we solely represent the interests of the public sector client in each transaction. We do not underwrite bonds, and can independently advise our clients in selecting, working with and evaluating a variety of underwriters. We do not promote or "sell"' particular financial ideas or products, but help otir clients systematically evaltiate the full range of choices available, • National Recognition. We were selected and served as HUD's national financial consultant on housing rehabilitation programs and on complex multi-family bond refrindings, as the Resolution Trust Corporation's national Financial advisor of all tax-exempt assets including 800 multi-family bond issues and as national expeditor to IIIJD on some of its most troubled and complex public housing redevelopment projects. CSG initiated the diSCUSSi0nS With US. Treasury in the depths of the financial crisis and OUtInICd what became Treasury's New,, Issue Bond Prog �rarn which