Our Services

Blue Rose Capital Advisors is a full-service independent financial advisory firm that serves clients of all sizes and sectors, with a specialization in higher education institutions. Our breadth and depth of knowledge allow Blue Rose to deliver innovative solutions tailored for almost any need. We work together with clients to make wise investments, hedge finances when needed, make recommendations about debt deferment when the choice seems necessary, and use compatible governance to strengthen balance sheets now and in the future.
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
Advisory 

Guidance for debt defeasance and escrow fund structuring, investment solicitation, and reinvestment of borrowed money.

P3
Advisory 

Thorough evaluation of privatized financing alternatives compared to conventional debt.

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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).