Sycamore Advisors, LLC is a midwest-based municipal financial advisory firm specializing in providing independent advice to municipal governments. Sycamore has served as the Financial Advisor on $9.3 Billion in financing transactions covering the breadth of options in terms of maturity, structure, purpose and credit. Strategically focused, Sycamore brings depth, expertise and a passion for its clients to each assignment. We believe that independence from the underwriter serves the client best in terms structuring the deal, negotiating the distribution and pricing of the securities, and certain aspects of the documents and covenants.



Sycamore’s involvement with its clients goes far beyond the aspects of a single transaction or deal, with multiple long-term strategic and financial consulting assignments for issuers. We have served as Financial Advisor on contracts involving over $5 Billion in long-term capital projects, including identifying and structuring revenue streams and rate structures, as well as the sizing and timing of the capital plan. Our engagement typically begins long before the Preliminary Offering Statement (POS) has been drafted and continues through Continuing Disclosure submissions and annual budget preparation and revenue forecasting.


Issuer Focused

Having been issuers ourselves, we understand our client’s unique perspective in managing risk and evaluating options. With over 100 years of combined experience in the municipal markets, our staff brings a balance of expertise and perspective to each client assignment.We believe a successful financial advisory firm needs to understand the numbers, the credit, the documents and the financial markets. Sycamore Advisors prides itself on its attention to detail, diligence, and communication with its clients on each of these essential pieces of a transaction.


Sycamore Certifications, Memberships and Registrations:

  • Registered with the Security Exchange Commission (SEC); Municipal Securities Rulemaking Board (MSRB) as a financial advisor.
  • Certified as a DBE by States of Indiana, Illinois, and Wisconsin
  • Certified as a WBE/WBENC by States of Indiana, Illinois, Michigan, Wisconsin and Commonwealth of Pennsylvania.
  • Certified as a WBE by the City of Indianapolis, City of Chicago and City of Philadelphia.
  • Member of the National Association of Municipal Advisors (NAMA).
  • Member of the Government Finance Officers Association (GFOA)
  • Member of the Women in Public Finance (WPF)
  • Associate Member of the National Association of Bond Lawyers (NABL)