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Blue Rose Capital Advisors LLC is Excited to Announce Its Partnership with Excelsior Capital Advisory Services LLC

Announcement for Excelsior Capital and Blue Rose Capital Advisors

MINNEAPOLIS, MN - March 27, 2024 – Blue Rose Capital Advisors LLC is excited to announce its partnership with Excelsior Capital Advisory Services LLC.  Blue Rose, an independent municipal advisor to higher education and non-profit organizations, will serve as a co-advisor with Excelsior in providing various capital planning and debt-execution advisory services to Excelsior’s clients.


As a trusted municipal advisor to many higher education and non-profit institutions, particularly in the state of New York and the Northeast, Excelsior has many long-standing client relationships to which Blue Rose, jointly with Excelsior,  will provide value-additive services. Tom Cullinan, Principal at Excelsior, brings a wealth of industry experience to the partnership, with over 30 years of experience in higher education and non-profit public finance, including previously serving as a Managing Director at RBC Capital Markets before starting Excelsior in 2014.


"It was apparent from the first time that I met Tom that his client-focused approach to advisory services was consistent with Blue Rose’s high-touch services,” said Erik Kelly, President of Blue Rose.  “With the strength of our deep team, the partnership with Excelsior was a great fit to provide our clients with critical analysis and advice as they navigate the operational and demographic challenges facing the higher education sector.”

 

Tom Cullinan said, “As I was searching for a new advisory partner, I was introduced to Blue Rose and was immediately struck by our firms’ similar styles of client services. Blue Rose has exceeded my expectations in the short time we have been working together by diligently operating as a team to provide quality service to my clients. I look forward to growing our partnership and continuing to meet the challenges of colleges and universities with Blue Rose.”


The partnership became effective in the 4th quarter of 2023.


 

Contact Blue Rose:


Marketing Contact:

Laura Klingelhutz, Marketing Coordinator


 

 

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