Members of Brandis Tallman have worked with agencies throughout the state of California. Some of our clients include:

“Brandis Tallman assisted the City of Temecula with the refunding of our outstanding Certificates of Participation. The public bond market was very volatile at the time so Brandis Tallman discussed alternatives including a private placement refunding. Brandis Tallman assisted City staff by educating City Council and executive staff members about private placements and the process. The City ended up saving almost $10 million through the refunding and reduced the disclosure requirements at the same time. Brandis Tallman showed expertise and patience throughout the transaction. Upon accepting a position with the City of Lake Elsinore, Brandis Tallman provided a refunding analysis for some existing Community Facilities Districts which resulted in significant savings again to the City. I strongly recommend Brandis Tallman for all underwriting and placement agent services. “

David Bilby, Cities of Temecula and Lake Elsinore

“I would like to thank Brandis Tallman for all of the work and effort to refinance the City of Piedmont’s CalPERS Side Fund. The City had some unique requirements which they worked diligently to help us satisfy. The work put in by Brandis Tallman helped save the residents of Piedmont approximately $1.2 million. “

Erick Cheung, City of Piedmont Finance/HR Director

“It was a pleasure working with CSDA Finance Corporation staff and consultants; they are knowledgeable, eager to help and always accessible. Brandis Tallman has many years of experience helping public agencies get financing on projects that may be difficult to get conventional loans on. Their team was able to put together this loan with little MCSD staff time and provided excellent service including a presentation to our board of directors.”

Greg Orsini,
McKinleyville Community Services District General Manager