Public Finance Investment Banking and Underwriting Services
Overview
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
KEY REQUIREMENTS
BUDGET
VerifiedCONTRACT DURATION
TIMELINE
Friday, March 13th, 2026: Release the Request for Responses
Thursday, March 19th, 2026: MBTA Audit and Finance Subcommittee Meeting
Thursday, March 26th, 2026: MBTA Board of Directors Meeting
Monday, April 20th, 2026: Selection of Syndicate for 2026 Bond Financing Project
Week of, April 27th, 2026: Kick-off Conference Call
Week of May 18th, 2026: Rating Agency Presentations
Week of June 1st, 2026: Receive Ratings
Week of June 8th, 2026: Due Diligence Call
Week of June 15th, 2026: Posting Preliminary Official Statement and Investor Presentation
Week of June 22nd, 2026: New Money Bond Sale
Week of July 6th, 2026: New Money Closing/Transfer of Funds
QUESTION DEADLINE
Issuing Agency
Massachusetts Bay Transportation Authority
Organization overview and procurement intelligence available on paid plans.
DESCRIPTION
The government authority located in Boston, Massachusetts is seeking vendors to provide public finance investment banking and underwriting services. Key responsibilities include developing and presenting potential financing structures and proposing a sale calendar for bond financings. The selected vendor will assist agency staff and bond counsel with preparing legal documentation, as well as coordinating the development of preliminary and final official statements for related bond issues.
Additionally, the vendor will be tasked with creating and implementing a comprehensive marketing plan for each bond sale. This includes preparing and delivering investor presentations, identifying and engaging potential investors, and facilitating both group and individual investor meetings and calls. The vendor is expected to provide feedback on pricing, structure, and reverse inquiries, ultimately supporting the successful structuring, marketing, and sale of debt obligations to meet agency goals such as minimizing borrowing costs and expanding the investor base.
Further responsibilities include supporting post-financing evaluation by submitting all required reports promptly, and responding to senior management requests regarding pricing information, including estimated interest rates and yield scales. The contract will be for a four-year period, with all questions regarding the RFP to be submitted by March 20, 2026.
Source attribution
This Settle analysis is based on the issuing organization’s public RFP listing.