Municipal Advisor Services Agreement Sample Contracts

Contract
Municipal Advisor Services Agreement • March 27th, 2024 • Iowa
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An Order authorizing the County Administrator to execute A Municipal Advisor Services Agreement with
Municipal Advisor Services Agreement • March 3rd, 2017

The County desires to contract with an External Financial Services firm to provide financial advising services to the County. Advice in the preparation, development and distribution of official statements, advice associated with short-term and long-term borrowings, general assistance to the County in negotiating debt and advice on other financial matters as deemed necessary by Jackson County. Jackson County’s Finance Director intends to utilize their services during the refunding of the General Obligation 2006 Library Bonds. The County has previously contracted with D.A. Davidson & Co., and based on the experience and expertise with the County, an additional three-year agreement to assist in current and future debt related transactions would be beneficial to the County.

New York Office Connecticut Office
Municipal Advisor Services Agreement • January 26th, 2021 • Connecticut

THIS MUNICIPAL ADVISOR SERVICES AGREEMENT (the “Agreement”) is entered into as of, February , 2021 (the “Effective Date”) between the Town of Coventry, Connecticut, (“Issuer”) and Munistat Services, Inc. (“Munistat”) (collectively referred to herein as the “Parties”).

MUNISTAT SERVICES INC.
Municipal Advisor Services Agreement • July 16th, 2020
MUNICIPAL ADVISOR SERVICES AGREEMENT
Municipal Advisor Services Agreement • April 11th, 2024

WHEREAS, Munistat is a Municipal Advisory firm specializing in municipal finance and municipal gov- ernment related matters; and

MUNICIPAL ADVISOR SERVICES AGREEMENT
Municipal Advisor Services Agreement • May 1st, 2024

THIS MUNICIPAL ADVISOR SERVICES AGREEMFENT (the “Agreement”) is entered into as of the Effective Date between the Town of New Paltz (“Town”) and Munistat Services, Inc. (“Munistat”) (collectively referred to herein as the “Parties”).

AGREEMENT FOR MUNICIPAL ADVISOR SERVICES
Municipal Advisor Services Agreement • June 6th, 2023

This Agreement for Municipal Advisor Services (“Agreement”) has been entered on July 1, 2023 by and between the Alum Rock Union Elementary School District (“District”) and Dale Scott & Co., Inc. (“Municipal Advisor”).

MUNICIPAL ADVISOR SERVICES AGREEMENT
Municipal Advisor Services Agreement • April 26th, 2023

WHEREAS, Munistat is a Municipal Advisory firm specializing in municipal finance and municipal government related matters; and

Re: Municipal Advisor Services Agreement – SRF Checklist Dear Ms. Wingerter
Municipal Advisor Services Agreement • January 25th, 2024

On behalf of D.A. Davidson & Co. (“we” or “D.A. Davidson”), we wish to thank you for the opportunity to serve as municipal advisor to the Entity (“you” or “Client”), with respect to scope of services described below. Upon your acceptance, this engagement letter (the “Agreement”) will serve as our mutual agreement with respect to the terms and conditions of our engagement as your municipal advisor with respect to such services effective on the date this Agreement is executed by you (the “Effective Date”).

MUNICIPAL ADVISOR SERVICES AGREEMENT
Municipal Advisor Services Agreement • January 6th, 2022
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