The Baker Group is one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management for community financial institutions nationwide. After decades of industry service, The Baker Group continues to grow and adapt in order to better serve their financial partners.
For our Broker Dealer, we understand that, ultimately, public finance is about connecting issuers with investors. This is why relationships are the foundation of everything we do. Our role is to provide the knowledge, expertise, support, guidance and relationships to enable municipal issuers to access capital efficiently and fairly, whether through competitive or negotiated underwriting or via private placement.
The Baker Group consistently commits resources and firm capital to support municipal bond issuance. We do this because we know it’s important to you, the issuer, but also because we have tremendous confidence in our exceptional distribution capabilities, the knowledge of our municipal credit and public finance group, and the expertise of our trading and underwriting teams.
Since 1979, The Baker Group has cultivated trusted and valued relationships with over 1,000 community banks and institutional investors across the county. Our distribution capabilities are powered by these relationships. They are the core driver of our success in becoming one of the top municipal bond underwriters in the nation.*
Consistently winning deals in the competitive marketplace requires an exacting level of market knowledge and precision pricing. It requires the willingness to commit capital and the ability to distribute bonds.
Put our knowledge, expertise, and capabilities to work for you. When engaged as underwriter, The Baker Group’s services include:
Comprehensive credit review
Capital planning and budgeting assessment
Review of outstanding debt to identify potential refunding savings
Assistance working with rating agencies
SEC Rule15c2-12 past compliance review and recommendations
Structuring the financing
Marketing the bonds
Ongoing continuing disclosure guidance
Areas of Expertise
State and local governments
School districts
Water, wastewater, and electric utilities
Park and library districts
Whether you are a municipal advisor or a municipal bond issuer, The Baker Group welcomes the opportunity to help you with your next underwriting.
