HELPING YOUR CHARTER SCHOOL THRIVE!
STRATEGIC FINANCIAL CONSULTING
CHECK OUT OUR NEWEST PROGRAM:
KCA Charter Cash Management Program (CCMP)
Safely Invest Your School's Excess Cash!
SERVICES
Key Charter Advisors, LLC (KCA) offers strategic financial consulting services as an Independent Registered Municipal Advisor (IRMA) registered with the Securities and Exchange Commission (SEC) and the Municipal Securities Rulemaking Board (MSRB).
These include municipal bond financing advisory services, bond-related independent consultant reports, structural and expansion guidance for large and/or growing multi-charter networks, assistance with Employee Retention Credit (ERC) filings, and other legislative and logistical support.
SELECTED RECENT PROJECTS
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$13 million 2024 Master Loan Agreement for California charter school (closed November 2024)
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$31 million 2024 Master Loan Agreement for California charter school (closed August 2024)
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$17 million 2024 Conduit Revenue Bonds for acquisition and improvement of charter school facility (closed January 2024)
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$22 million 2024 Conduit Revenue Bonds for acquisition of new charter school facility (closed January 2024)
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Assisting multiple California charter schools in obtaining over $13 million in federal Employee Retention Tax Credits (through January 2024)
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$23 million lease restructuring of existing bonds to allow for SB740 Facility Grant reimbursement without incurring higher interest rates via refinancing (closed April 2023)
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$5 million 2023 Conduit Revenue Bonds for school energy project (closed April 2023)
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$12 million school facility bridge loan for property acquisition (closed October 2022)
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$26 million 2022 "Cinderella" convertible taxable bonds for refinancing of existing school facility bonds (closed June 2022)
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$11 million 2022 Conduit Revenue Bonds for acquisition of two leased school facilities (closed April 2022)
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$16 million 2022 Lease With Option To Purchase Agreement for charter school facility acquisition and renovation (closed February 2022)
CLIENTS
Our services are available to any nonprofit educational organizations nationwide, but our focus is California charter schools. If we can be of assistance, drop us a line!
ABOUT US
Key Charter Advisors, LLC is a strategic consulting firm and Independent Registered Municipal Advisor located in Sacramento, California. We help charter schools navigate complex financial problems and allow them to realize their goals in the areas of growth, financial management, and facilities. Karl Yoder, our Managing Partner, has over 20 years of direct experience working with California charter schools.
Contact us at:
Key Charter Advisors, LLC
500 Capitol Mall, Suite 2350
Sacramento, CA 95814
(916) 284-1382