We are pleased to announce that Sam Gruer has joined the Blue Rose team as Managing Director!
Sam Gruer brings more than 30 years of capital market experience to his role as Managing Director at Blue Rose Capital Advisors, where he focuses on the firm’s business development efforts and providing senior advisory services. In his role, Mr. Gruer guides clients through the debt/swap/reinvestment transaction process by making strategic recommendations based on sound, thoughtful, and sophisticated analysis.
During his career, Mr. Gruer has advised on and/or executed bond, derivative, and reinvest transactions totaling more than $50 billion for tax-exempt borrowers and financial institutions. Mr. Gruer also offers expert advice on determining the optimal structure for reinvestment of bond proceeds by evaluating risk tolerance, identifying legal restrictions, and estimating cash flow needs for his clients. This expertise comes from serving as a structurer, trader, and marketer of interest rate derivatives and defeasance products at some of the largest banks and broker/dealers. He serves clients from our New York regional office.
“We are very excited to have Sam re-join the Blue Rose team. With a brilliant mind and an analytical approach, our clients will once again be well served by Sam. We are so pleased to have him help us deliver on our mission,” said Erik Kelly, President.
Prior to Blue Rose, Mr. Gruer worked at Mesirow, specializing in serving Northeast and Southeast clients who issue general obligation and revenue-backed bonds and served as co-head of Mesirow’s Defeasance Solutions group.
Mr. Gruer earned a bachelor’s degree in electrical engineering from the Massachusetts Institute of Technology. Mr. Gruer passed the MSRB Series 50 Examination to become a qualified municipal advisor representative and the MSRB Series 54 Examination to become a qualified municipal advisor principal.
Please join us in welcoming Sam!
Contact Sam:
Office: 973-671-1741
Email: [email protected]
About Blue Rose Capital Advisors:
Blue Rose Capital Advisors is an independent financial advisory firm that serves the higher education, healthcare, non-profit, government, and corporate sectors. Blue Rose provides debt, derivatives, reinvestment, strategic and financial consulting services, and other specialized services to help clients achieve their goals. Blue Rose is registered as a Municipal Advisor with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB).
Blue Rose brings expert guidance and transparency to the often complex and opaque sectors of the capital markets. We embrace a client-first approach and work tirelessly to strengthen their debt transactions, governance, and balance sheets. With our wealth of real-time data, sophisticated modeling capability, and deep industry relationships, we can deliver solutions to almost any financing challenge.
Marketing Contact:
Laura Klingelhutz, Marketing Coordinator
