We are pleased to announce that Scott Talcott has been promoted to Managing Director at Blue Rose Capital Advisors. As a Managing Director, Scott will serve a diverse client base as one of the firm’s senior strategists and foremost thought leaders.
Maxwell Wilkinson, Vice President, is presenting on a live webinar with CliftonLarsonAllen on December 17, 2025. Join our complimentary webinar, Managing Debt Covenants and Financial Ratios in a Challenging Environment, to explore how financial covenants and ratios shape operational planning and debt management in higher education.
We are pleased to announce that Julia Cain, Analyst, has passed the MSRB Series 50 Examination to become a qualified municipal advisor representative.
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.
Explore the key differences between serial bonds and term bonds in municipal finance, including pricing, maturity schedules, and benefits for issuers.
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 services
In the ever-evolving landscape of higher education, institutions face mounting pressure to maintain and modernize their campuses with limited financial resources. From addressing aging infrastructure to expanding facilities for future growth, campus improvement is an essential but costly priority
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
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 P3, strategic consulting, and debt advisory practice in addition to his compliance responsibilities
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.
