Leveraging debt to fund campus improvements can be a complex part of the overall financial strategy for many colleges and universities. By carefully considering funding sources, managing their overall debt portfolios strategically, and carefully considering the credit impact of their financing plans, higher education institutions can position themselves for long-term financial health and promote their mission with intentional investment in projects to improve their campuses.

The start of President Trump’s second term swiftly introduced uncertainty into the minds of higher education leaders across the country...

Blue Rose Remains a Steady, Trusted Advisor Amid Potential Significant Changes Ahead in 2025.

Higher education has experienced a few years of tumult and recovery since the COVID pandemic.

In fiscal 2023, the sunsetting of federal pandemic relief aid and growing inflationary pressures weighed on public and private universities

While rate volatility has somewhat calmed, the interest rate environment is still elevated relative to the last several years.

A little over a year ago, the transition from the London Interbank Offered Rate (“LIBOR”) to the Secured Overnight Financing Rate (“SOFR”)

Markets have remained volatile through the first four months of 2024, continuing a theme that we observed at the end of last year.

Blue Rose Presented at the WHEFA Lunch & Learn Webinar. Blue Rose Capital Advisors Erik Kelly, President, and Brandon Lippold, Vice Presi...

As FAFSA Challenges Persist, Colleges and Universities Scramble to Adjust. By now, colleges and universities are quite familiar with...

It is with great joy that our Blue Rose advisory team serves organizations across the country with the goal of improving their financial...

Whether applying our own expertise to tricky problems or assisting clients who are either temporarily or perpetually short-staffed...

The third quarter of 2023 has seen significant market movements and much uncertainty around the United States’ economic outlook for 2024...

LIBOR cessation occurred as scheduled on June 30th of this year, and now most variable instruments which historically referenced LIBOR...

As we’ve passed the mid-year point in 2023, rating agencies have published higher education sector updates and median data for fiscal year..

After a whirlwind 2022, many had hoped for calmer markets in the first quarter of 2023.

LIBOR cessation is now just three months away (June 30, 2023), and most of the transition process appears to be going to plan.

With the tremendous buzz around the political, social, and economic factors at play around ESG (“Environmental, Social...

The municipal market landscape in 2022 was a meaningful departure from what we experienced in 2021 and 2020...

This year, unlike the prior two, we were able to gather in-person to enjoy the side-by-side work, brainstorming, and camaraderie