Practice Areas & Industries: Roetzel & Andress, A Legal Professional Association

Practice/Industry Group Overview

The Public Finance Law attorneys at Roetzel & Andress offer extensive knowledge and experience in all aspects of Public Finance law. We serve as bond counsel, underwriter's counsel, issuer's counsel, trustee's counsel, and providers of credit enhancement for private and public sector projects. We have experience in general, special, and revenue obligations of all types, including tax increment financing, governmental cooperation, and special assessments and bond fund financing. We assist clients in the areas of debt structuring with fixed and variable rate securities, multi-modal finance, auction rate securities, derivative securities, incentive finance, and leasing, including synthetic and operating leases. We act as bond counsel for governmental and private users, 501(c)(3) organizations, exempt facility operators, and low-income housing developers.

Roetzel & Andress is a nationally recognized bond counsel firm listed in The Bond Buyer's "Red Book." Our experience spans the entire range of public finance, including federal tax law and federal and state securities laws. Underwriters, rating agencies, bond purchasers, bond insurers, and other credit enhancement providers in the municipal bond market readily recognize and accept the firm's opinion on public finance transactions.

Cities, villages, counties, school districts, townships, port authorities, libraries, state agencies, and other public sector clients look to our attorneys for guidance. Many of our attorneys have business and financial backgrounds, including Certified Public Accountant certifications and Masters in Taxation. Our clients also include financial and educational institutions, non-profit organizations, and health care providers. In addition, we represent private companies seeking both tax-exempt and taxable capital markets finance and development benefits, tax abatement, tax credits, and other government incentives to assist with business development and expansion.

Services Available

• Bond counsel
• Counsel to letter of credit banks and other providers of credit enhancements
• Issuer's counsel
• Trustee's counsel
• Underwriter's counsel

Representative Matters

• Served as bond counsel for County of Summit, Ohio Refunding Bonds, Series 2004A ($40,330,000)
• Served as bond counsel for State of Ohio Full Faith and Credit Infrastructure Improvement Bonds, Series 2003F ($120,000,000 )
• Served as bond counsel for State of Ohio Taxable Development, Assistance Revenue Bonds, Series 2003B (Research & Development Program, $50,000,000)
• Served as bond counsel for State of Ohio Economic Development Revenue Bonds (Ohio Enterprise Bond Fund), Series 2003-3 ($9,000,000)
• Served as bond counsel for Summit County, Ohio Port Authority Variable Rate Port Facilities Revenue Bonds, Series 2003 ($5,500,000)
• Served as bond counsel for City of Salem, Ohio Various Purpose Notes, Series 2003-1 ($3,200,000)
• Served as bond counsel for Akron-Summit County Library, Ohio Library Improvement Bonds, Series 2002 ($35,000,000)
• Served as bond counsel for Streetsboro City School District, Ohio School Improvement Bonds, Series 2001 ($15,550,000)
• Served as bond counsel for City of Ravenna, Ohio Waterworks System Revenue Refunding Bonds, Series 1999 ($3,315,000)
• Served as underwriter counsel for State of Ohio Full Faith and Credit General Obligation Infrastructure Improvement Refunding Bonds, Series 2004A and B ($59,033,851)
• Served as underwriter counsel for County of Ashtabula, Ohio Economic Development Revenue Bonds, Series 2004 ($14,000,000)
• Served as underwriter counsel for City of Cleveland, Ohio Taxable Airport Surplus Revenue Notes, Series 2003 ($44,780,000)
• Served as underwriter counsel for Maumee City School District, Ohio School Facilities Construction and Improvement Bonds, Series 2003 ($42,000,000)
• Served as underwriter counsel for City of Cleveland, Ohio Taxable Economic and Community Development Revenue Bonds, Series 2003 ($27,400,000)
• Serve as underwriter counsel for Summit County, Ohio Port Authority Variable Rate Demand Bonds, Series 2003 ($27,650,000)