Cedar Ventures is an independent registered municipal advisor that is registered with the MSRB (Municipal Securities Rulemaking Board) and the SEC (Securities and Exchange Commission). Cedar Ventures has both a Licensed Series 50 Municipal Advisor Representative and a Licensed Series 54 Municipal Advisor Principal. Cedar Ventures is a majority woman owned firm. Cedar has engaged a third party compliance firm to assist with compliance.
As a municipal advisor, Cedar Ventures is licensed to advise municipal issues and obligated persons with respect to the issuance of tax-exempt municipal or taxable municipal bonds, whether for private activity bonds or for municipal project bonds. Cedar Ventures is well positioned to capitalize upon the collective 80+ years of experience of its members that include having served at a major CPA firm, as bond counsel, underwriter’s counsel, underwriter and investment banker at a major national bank and its separate capital markets division, at niche investment banks and as an investor in the venture capital sector on behalf of an insurance company.
The principals of Cedar Ventures have worked during their careers on over $1 billion of tax-exempt bond financings for not-for-profit entities, and over $450 million in bond financings for entities in the nursing and senior housing sector, the majority of which were for-profit entities.
We are collaborative and enjoy working with other municipal broker-dealers and bond underwriters.
We are seasoned, experienced, creative and can think outside the box while at the same time maintaining compliance with municipal advisory rules and regulations.
We are not siloed to a specific product as is the case with larger firms. The number of years that we have worked on financings, over 30, provides us a framework to be creative as we have ‘seen a thing or two’.