Higher Education

  • The higher education sector is subject to the same economic pressures as the rest of our society, yet their needs are unique. Every day, Higher Education CFOs must deal with numerous complex issues in today's marketplace. Managing institutional balance sheets, cash flow, risk management, strategic planning, long-term funding, bank relationships -- all of these require diligent attention.

    PFM's Higher Education practice includes professionals with substantive knowledge and experience in higher education, individuals who recognize the special financing needs of the higher education sector.  These Higher Ed finance specialists constantly monitor changes in the financial landscape as they affect Higher Education, and provide our clients with solid, yet innovative solutions to their challenges in three major areas:


    Cash Flow and Financial Planning  

    • Strategic planning  
    • Debt capacity studies
    • Liquidity and risk assessment
    • Cash flow analysis
    • Cash management strategies and reporting

    Capital Markets  

    • Debt issuance advisory
    • Rating agency and credit strategies
    • Liquidity support
    • Credit enhancement 
    • Derivatives  
    • Banking services
    • Investor relations programs

    As one would expect from the nation’s most active financial advisor on non-profit and governmental debt issues, PFM is thoroughly experienced in helping clients properly structure their debt and access the capital markets. The higher education finance professionals at PFM have advised on hundreds of higher education transactions totaling billions of dollars. But another special advantage that PFM offers is the resources of our strategic planning consulting services through PFM Future Perfect, a strategic/financial planning platform for colleges and universities. Comprehensive, fully-integrated, and totally customizable, PFM Future Perfect unites all campus-wide planning activities into a single institutional point of view, allowing business officers to quickly analyze the strategic ramifications of operating and capital initiatives.

    When Higher Education institutions can gain assistance both in planning their future financing needs and in satisfying current ones, the value PFM adds is truly notable. For examples of how our higher education clients have benefitted from PFM services, please contact us.

  • Newsletter - Higher Ed 

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