Who We Are
Trusted Financial Advisors Specializing in
Higher Education and Non-Profit Institutions
Blue Rose Capital Advisors is a full-service, independent financial advisory firm. We provide 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 Capital Advisors is a full-service, independent financial advisory firm. We provide 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).
5
Offices
10
Registered
Advisors
75+
Institutions
$136+ Billion
Transactions
5
Offices
10
Registered Advisors
75+
Institutions
$136+ B
Transactions
5
Offices
10
Registered Advisors
75+
Institutions
$136+ Billion
Transactions
Locations
Minneapolis (HQ)
New York
Chicago
California
Florida
Our Values
Engaged
Service
Integrity
Teamwork
Accountability
Fun
Engaged
Service
Integrity
Teamwork
Accountability
Fun
Affiliates
We embrace new challenges and create innovative solutions to meet our clients’ evolving needs. When outside expertise offers greater efficiency, we partner with firms that complement our services.
We embrace new challenges and create innovative solutions to meet our clients’ evolving needs. When outside expertise offers greater efficiency, we partner with firms that complement our services.
HedgeStar, previously DerivActiv, is a leading independent provider of hedge accounting, valuations, and fair value measurements for a broad range of financial instruments, including fixed income, currency and equity derivatives. Since 2004, HedgeStar has kept abreast of ever-changing accounting standards, interpretations and reporting requirements to bring the latest information to our clients, which include non-profits, municipalities, banks and corporations.
Excelsior Capital Advisors, LLC is a New York-based municipal advisor specializing in providing capital markets financial advisory services to higher education institutions and non-profit organizations. Excelsior’s services include advising on new project financing, debt refinancing and restructuring, and affiliations and mergers. Principal Tom Cullinan brings over 30 years of experience in public finance to help clients navigate complex financial landscapes. Through our partnership, Blue Rose functions as a co-advisor with Excelsior for a range of services and transactions. Excelsior Capital Advisors is a registered Municipal Advisor with the SEC and MSRB.
Our Mission
To improve organizations by providing advice, services, advocacy, and transparency on complex financial matters.
Our History & Structure
Re-established as Blue Rose Capital Advisors in 2011, Blue Rose is the advisory arm of an organization that has been under common control since 1995. The breadth of our organization allows our advisors to deliver tailored services and solutions while maintaining substantial quantitative capabilities.
Why Blue Rose?
The blue rose, which does not exist in nature, symbolizes that which is rare, desirable and difficult to obtain. The color blue represents opportunities and new beginnings, and is associated with those who are analytical, intelligent, responsible, optimistic, and practical, traits we value and encourage in our professionals. At Blue Rose Capital Advisors, it is our goal to seek out new opportunities for our clients, and with meticulous and enthusiastic service, help them create optimal solutions and overcome their most formidable challenges.
Our Mission
To improve organizations by providing advice, services, advocacy, and transparency on complex financial matters.
Our History & Structure
Re-established as Blue Rose Capital Advisors in 2011, Blue Rose is the advisory arm of an organization that has been under common control since 1995. The breadth of our organization allows our advisors to deliver tailored services and solutions while maintaining substantial quantitative capabilities.
Why Blue Rose?
The blue rose, which does not exist in nature, symbolizes that which is rare, desirable and difficult to obtain. The color blue represents opportunities and new beginnings, and is associated with those who are analytical, intelligent, responsible, optimistic, and practical, traits we value and encourage in our professionals. At Blue Rose Capital Advisors, it is our goal to seek out new opportunities for our clients, and with meticulous and enthusiastic service, help them create optimal solutions and overcome their most formidable challenges.