Financial Advisory for
Higher Education Institutions

Blue Rose Capital Advisors is an independent financial advisory firm specializing in public and private higher education institutions. We leverage our extensive experience in education and strong relationships throughout the sector to advocate for clients, understand the latest issues affecting their missions, and deliver the innovative solutions they need.

Debt Management Solutions in the Education Sector

Educational institutions must secure, renew, and restructure institutional debt while navigating economic and operational uncertainties. With the right team and expertise, however, well-managed transactions can improve creditworthiness and lead to lower costs of capital, as well as strengthen your institution’s long-term financial health.

Your Trusted Experts in Higher Education Finance

From major public universities to private primary schools, Blue Rose Capital Advisors has a proud history of serving education sector clients. We understand the unique challenges they face and know how to strengthen their balance sheets now and in the future. From reducing costs of debt financing to central bank implementation to monitoring market opportunities, our advisors provide their expertise at every stage of the process.

Customized Financial Services for Higher Education

Blue Rose Capital Advisors provides comprehensive financial advisory services for educational institutions that range from limited engagements for specific financings to long-term consulting relationships.

Our specialized services include:

Advice for capital markets access and debt issuances (taxable and tax-exempt)
Evaluation of derivatives and investment strategies
Analysis of credit and debt capacity
Development of financial forecasting processes and tools
Validation of negotiated transaction prices
Presentation to rating agencies
Optimization of financial support via capital campaigns and annual fund operations ... and more!