We are pleased to announce that Julia Cain has joined the Blue Rose team as an Analyst. In her new role, Ms. Cain will be responsible for providing analytical, research, and transactional support to the lead advisory team serving higher education, non-profit, and government clients with debt advisory and reinvestment
Updated: May 15 April 30, 2025 | Brandon Lippold, Vice President, and Max Wilkinson, Vice President Leveraging Debt for Campus Improvement: A Strategic Guide for Higher Education Institutions In the ever-evolving landscape of higher education, institutions face mounting pressure to maintain and modernize their campuses with limited financial resources.
Blue Rose Capital Advisors’ Brandon Lippold, Vice President, and Maxwell Wilkinson, Vice President, are presenting on a live webinar with CliftonLarsonAllen on April 9, 2025. Join our complimentary webinar, Leveraging Debt for Campus Improvement, to discuss how to effectively finance campus innovations through strategic debt use. At the end of the
Congratulations to John Elliott on His Promotion to Vice President at Blue Rose Capital Advisors! Mr. Elliott joined Blue Rose as an Associate in 2021 and was promoted to Assistant Vice President and Chief Compliance Officer in 2023. He provides analytical and research support and project management for Blue Rose’s
Updated: May 15 Understanding A Public-Private Partnership A Public-Private Partnership (P3) is an agreement between a government agency and a private firm to provide services that would traditionally be handled by the public sector, like designing, building, financing, operating, and maintaining a facility or provide a service. Blue Rose
Blue Rose Capital Advisors joins sister company, HedgeStar, for our all-team annual meeting in Stillwater, MN. Once a year, the stars align—well, not literally, but close enough! -and this September, Blue Rose Capital Advisors joined our sister company, HedgeStar, for an all-team annual meeting in the scenic town of Stillwater,
Blue Rose Capital Advisors’ Erik Kelly, President, is presenting at the CACUBO Annual Meeting held in Indianapolis, IN, September 29th – October 1st, 2024. Mr. Kelly will present on the How to Host a Banker Day: Bankers Everywhere All at Once at Your Place panel from 1:15 – 2:15 pm on Tuesday,
Blue Rose Capital Advisors’ James McNulty, Managing Director, is presenting at the CACUBO Annual Meeting held in Indianapolis, IN, September 29 – October 1, 2024. Mr. McNulty will present on the Make Workforce Development Work: Building an Environment Focused on Student Outcomes panel from 2:00 – 3:00 pm on Sunday, September
What Are Tax-Exempt Bonds? Let’s Get Started! To start, let’s begin with the basics of what exactly are tax-exempt bonds (here, used interchangeably with “municipal securities” or “muni bonds”). Tax-exempt bonds are debt securities issued by or through states, municipalities, and other government entities to finance public projects such as
In the highly competitive environment of higher education, small private institutions often wrestle with financial roadblocks that require specialized expertise and knowledge to navigate effectively. Municipal advisors often help small privates overcome these obstacles and accomplish their goals in times of financial distress. Understanding the Financial Atmosphere Small private
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Registrations
Blue Rose Capital Advisors is an independent financial advisory firm that does not engage in underwriting activities. We are registered with the Securities and Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) as a Municipal Advisor. Because we have not engaged in underwriting activities in our history, we generally qualify as an Independent Registered Municipal Advisor (IRMA).
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