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About Us

About UsCA mapSince its inception, UFI’s Public Finance Group has been a leader in the fields of financial advisory, redevelopment finance, successor agency consulting, and fiscal consulting to some of the largest and most structurally complex agencies in California. This experience includes water and sewer revenue bonds, special tax bonds, G.O. bonds, lease revenue bonds and certificates of participation (“COPs”), college/university revenue bonds, as well as private placement and redevelopment tax allocation bonds.

With the dissolution of redevelopment agencies in California, UFI has become an innovator in the restructuring of tax allocation bonds for successor agencies. Since the start of 2013, the UFI Public Finance Group has served as financial advisor on the issuance of over $230 million in refunding tax allocation bonds for successor agencies.

As we have grown, the UFI Public Finance Group has expand its presence in terms of personnel, clients and services offered, while continuing to providing the highest quality consulting services. In 2011 and 2012, UFI was ranked 4th and 3rd respectively, in terms of the number of transactions in California.

From 2009 through the end of 2014, UFI has served as the financial advisor on 332 financings representing a total par amount of approximately $3.5 billion. This experience includes water and sewer revenue bonds, special tax bonds, G.O. bonds, lease revenue bonds and certificates of participation (“COPs”), as well as private placement and redevelopment tax allocation bonds. The table below provides a summary of the team’s experience with municipal debt instruments.

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UFI’s finance team has extensive experience in performing sophisticated financial analysis in connection with all phases of municipal debt issuance.

Urban Futures, Inc. Corporate Office: 17821 E 17th St, Suite 245 Tustin, CA 92780
Northern California Office: 1470 Maria Lane, Suite 315, Walnut Creek, CA 94596