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    PFM Welcomes Nathaniel "Nat" Singer

    Nat serves PFM as a Senior Director working on both financial and swap advisory engagements on a national basis. A former Chair of the Municipal Securities Rulemaking Board, Nat brings nearly four decades of experience to...

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    Karen Kedem joins PFM’s National Higher Education Team

    Karen Kedem has joined PFM as a Director in the Higher Education Group. She has two decades of capital markets experience including investment banking, rating strategy, and credit analysis. 

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    Mary Peloquin-Dodd to Join PFM’s National Higher Education Team

    PFM announced today that Mary Peloquin-Dodd will join PFM as a Director in the Higher Education Group. Mary comes to PFM from North Carolina State University, where she served for 10 years as Associate Vice Chancellor for...

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    Maximizing New Federal Infrastructure Funds

    More than $110 billion of Infrastructure Investment and Jobs Act (IIJA) Funds have already been awarded. PFM’s strategic approach to IIJA involves intentional and innovative financial planning which can be bolstered...

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    PFM Perspectives l Understanding Compensating Balances

    With the Federal Reserve raising interest rates, treasury departments may consider adjusting cash management strategies to take advantage of potential increased returns on deposits. This changing economic environment high...

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    William Fulton to Join PFM as Senior Advisor

    A nationally recognized thought leader on cities, urban planning, and economic development, William Fulton will join PFM Group Consulting as a Senior Advisor. 

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    PFM Perspectives l An Equity-Focused Approach to Developing a Banking Services RFP

    Over the past five years, PFM's treasury consulting team observed an average of 39% savings on banking fees among clients after the Request for Proposal (RFP) process. With the right approach and attention, equity can bec...

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    PFM Presents: Expanding Opportunity Through the IIJA

    In this second webinar of a two-part series, PFM’s experts explore financing tools such as TIFIA, State Revolving Funds, new loan programs, P3s/P4s, and private activity bonds. As well as discuss emerging topics to ...

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    PFM Presents: Financial Planning to Maximize the Benefits of the IIJA

    PFM’s Financial Advisory and Management and Budget Consulting teams discuss key considerations for state and local governments looking to incorporate the funding and financing mechanisms of the Infrastructure Invest...

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    PFM Announces Appointment of Lynn Evans and Art Torres as Independent Directors

    PFM, the nation’s leading independent financial advisor in terms of transactions and par amount, today announced the appointment of Lynn Evans and Art Torres as independent directors on its Board.

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    A Message from PFM’s New CEO Dan Hartman

    On December 7th, PFM started a new era in our firm’s history.






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    U.S. Bank Acquires PFM’s Asset Management Business

    U.S. Bank announced today that it has entered into a definitive agreement to purchase PFM Asset Management LLC under its subsidiary, U.S. Bancorp Asset Management


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    Municipal Market Monthly Market Review | June 2021

    Municipal Market Monthly Market Review - June 2021

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    Municipal Market Monthly Market Review | May 2021

    Municipal Market Monthly Market Review - May 2021

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    PFM Welcomes Returning Senior Professional

    Charles “Chuck” Matthews returns to the firm after spending 10 years in investment banking. 

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    Equitable Recovery in Practice

    Many local governments are working to address longstanding issues related to healthcare, poverty, access, policing, and criminal justice that disproportionately burden communities of color.

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    Municipal Market Monthly Market Review | April 2021

    Municipal Market Monthly Market Review - April 2021

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    Municipal Market Monthly Market Review | March 2021

    Municipal Market Monthly Market Review - March 2021

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    Healthcare Finance Newsletter

    Healthcare Finance Newsletter - February 2021

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    Municipal Market Monthly Market Review | February 2021

    Municipal Market Monthly Market Review - February 2021

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    Municipal Market Monthly Market Review | January 2021

    Municipal Market Monthly Market Review - January 2021

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    Municipal Market Monthly Market Review | December 2020

    Municipal Market Monthly Market Review - December 2020

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    Municipal Market Monthly Market Review | November 2020

    Municipal Market Monthly Market Review - November 2020


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    PFM's Center for Justice & Safety Finance Explores the Defunding Debate

    The reality is that many of the approaches sought by the defund the police movement are completely consistent with several best practices in budgeting. 

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    PFM Names Matthew Stitt as Director and National Lead for Equitable Recovery and Stra...

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    We Value Your Security Vol. 2 No. 2 | Don't Take the Bait

    Throughout the COVID-19 pandemic, there has been an increase in the danger and frequency of phishing attempts.

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    Sarah Schirmer Discusses Governor Cuomo's Executive Order that is Helping Communities...

     

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    PFM Perspectives | Addressing Systematic Racism

    The Center for Justice & Safety Finance is one of the critical ways that PFM has worked to combat systemic racism.

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    PFM Special Report | Meeting Debt Covenants During the COVID-19 Pandemic

    The COVID-19 pandemic has adversely affected the healthcare industry, causing sharp declines in revenue and cash flow.

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    Managing Director David Eichenthal Discusses the Debate over Defunding the Police

     

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    PFM Perspectives | Higher Education Strategies for Managing Resources

    The coronavirus outbreak will require colleges and universities to make tough decisions as they grapple with how to manage resources.

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    PFM's Commitment to Change

    The PFM community stands in solidarity with all people of color and is committed to working toward racial equity and justice in our communities and our country.  

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    PFM Perspectives | A Practical Guide to Decision-Making in the COVID-19 Crisis

    This article offers practical advice on how to evaluate the effect and efficacy of gap-closing initiatives.

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    We Value Your Security Vol. 2 No. 1 | Helping Protect Against Vendor Email Compromise...

    Vendor email compromise is when criminals use lookalike domains or email spoofing techniques to trick employees, acting as the regular vendor.

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    Munis Take Britain

    PFM's work in the UK is featured in this Bloomberg Brief. 

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    We Value Your Security | When You Just Aren’t Yourself: Combating Social Engineering ...

    Stopping social engineering attacks begins with awareness.

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    PFM Issuer Insight | Preparing for the LIBOR to SOFR Transition

    SOFR Set to Replace LIBOR

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