See More RFPs

Investment Banking and Underwriting Services

Overview


Financial, Legal, HR & Staffing
Rhode Island, United StatesPosted about 2 months agoDeadline: March 31st, 2026

Fit Score


Settle Intelligence

Settle helps teams find, evaluate, and respond to public RFPs. We continuously surface new opportunities, score them against your company strengths, and draft proposal responses so you can focus on the work that wins business.

SUMMARY


Rhode Island seeks an investment banking firm to serve as senior managing underwriter for a grant anticipation refunding bond issuance, supporting all stages from planning through post-sale reporting.

KEY REQUIREMENTS


BUDGET

Estimate

$900,000 – $2,800,000

TIMELINE


RFP proposals due March 31st, 2026.

Selection on or about April 27th, 2026.

Anticipated bond issuance of July 21st, 2026.

Target June 2026 pricing and mid-July 2026 close.

QUESTION DEADLINE


March 17th, 2026

Issuing Agency


Rhode Island Commerce Corporation

Organization overview and procurement intelligence available on paid plans.

DESCRIPTION


The government authority in Rhode Island is seeking a qualified vendor to provide investment banking and underwriting services. The selected firm will serve as the senior managing underwriter for the authority’s proposed grant anticipation refunding bonds.

Key responsibilities include preparing detailed debt service and refunding cash flow scenarios, reviewing all documents related to the financing, and participating in meetings with rating agencies. The vendor will develop and implement a marketing plan designed to generate strong investor interest, assist with the creation and execution of an investor road show, and provide support for various matters related to the closing of the bond sale, including supplying any required certificates or documents.

Additionally, the firm will deliver a comprehensive post-sale report and is expected to complete all services to the satisfaction of the authority, treasury, staff, municipal advisors, and bond counsel.

Source attribution

This Settle analysis is based on the issuing organization’s public RFP listing.

Similar RFPs