Blue Rose Capital Advisors 

Blue Rose Capital Advisors is a full-service independent financial advisory firm registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor. Because we have not engaged in underwriting activities in our history, we generally qualify as an Independent Registered Municipal Advisor (IRMA). Unlike commercial and investment banks and other parties with inherent conflicts of interest, we are obligated to serve the best interests of our clients.

Our Services

 
Debt Advisory 

Innovative, resourceful and transparent debt solutions for tax-exempt and taxable issuers.

Derivatives Advisory 

Transparency and advocacy that make derivative solutions easier to understand and leverage.

Reinvestment Services 

Guidance for debt defeasance and escrow fund structuring, investment solicitation, and closing. 

P3 Advisory 

Independent evaluation of privatized financing alternatives compared to conventional debt. 

The Blue Rose Advantage

Blue Rose advisory professionals have more than 170 years of combined experience in public finance with a particular focus on higher education institutions. With clients ranging from large public universities to small non-profits, we strive to strengthen their bottom lines and future outcomes.

Blue Rose leverages our independence and expertise to deliver insightful advisory services and innovative debt solutions. We offer traditional debt advisory, derivatives advisory, reinvestment, and P3 services to help our clients achieve their goals.

Seeking a trusted, independent financial advisory firm?

Blue Rose brings expert guidance and transparency to the often complex and opaque sectors of the capital markets. We embrace our fiduciary duty to our clients and work tirelessly to strengthen their debt transactions, governance, and balance sheets. With our wealth of real-time data, sophisticated modeling capability, and deep industry relationships, we can deliver solutions to almost any financing challenge.

  • White LinkedIn Icon
Registrations 
Blue Rose Capital Advisors is an independent financial advisory firm that does not engage in underwriting activities. We are registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor. Because we have not engaged in underwriting activities in our history, we generally qualify as an Independent Registered Municipal Advisor (IRMA).