Business Details
41 Years
experience
Trusted Financial Advisor for California School Districts
Dale Scott is a dedicated financial advisory firm serving California K-14 school districts. With over 35 years of experience, we specialize in providing innovative solutions to address funding challenges while prioritizing taxpayer protection. Our team combines deep expertise in capital markets, debt issuance, and election advisory services to help districts achieve their goals. As a registered Municipal Advisor with the SEC and MSRB, we maintain rigorous professional standards and a client-driven approach.Our history of successful bond elections exceeding $10 billion demonstrates our ability to deliver practical, cost-effective financing strategies. We pride ourselves on understanding each district's unique needs and community dynamics to create transparent, strategically aligned financial plans. Through a combination of quantitative analysis, credit evaluation, and market insights, we empower educational institutions to implement transformative projects while maintaining fiscal responsibility.
Services
Financial Advisory
Ed-Tech Bonds
GO Flex-Bonds
Election Advisory
Continuing Disclosure
Details
- Year established: 1985
Highlights and features
- We bring 35 years of specialized experience in California public education finance
- Our team has secured over $10 billion in successful bond elections
- We offer comprehensive services from debt structuring to election strategy
- Our SEC/MSRB registered status ensures regulatory compliance and professional standards
- We develop customized solutions balancing district needs with taxpayer protection
Associations and certifications
- U.S. Securities and Exchange Commission (SEC)
- Municipal Securities Rulemaking Board (MSRB)
Services
Financial Advisory
Our financial advisory services guide school districts through complex capital market decisions. We analyze debt structures, assess market conditions, and develop customized financing strategies that balance educational needs with fiscal responsibility. Our expertise covers all phases of debt issuance from initial planning to final pricing.
Election Advisory
We specialize in helping districts navigate the election process for bond measures. Our comprehensive approach includes voter research, tax impact analysis, ballot language development, and public information campaigns. With over $10 billion in successful bond elections, we provide data-driven strategies to secure community support.
Ed-Tech Bonds
Our Ed-Tech Bond solutions provide sustainable technology funding while protecting local taxpayers. We structure these bonds to create replenishable funding sources for educational technology upgrades, ensuring districts maintain modern learning tools without compromising other budget priorities.
GO Flex-Bonds
GO Flex-Bonds offer districts ongoing facility funding with reduced borrowing costs. We design these bonds to provide greater fiscal control through staggered issuance and flexible repayment terms, helping districts implement long-term facility improvement plans while maintaining budget stability.
Continuing Disclosure
We provide efficient continuing disclosure solutions to meet SEC filing requirements. Our system streamlines the disclosure process for bond issuers, reducing administrative burdens while ensuring complete regulatory compliance through timely reporting and document management.
People
Dale Scott
President
Dale Scott leads the firm with decades of public finance experience, specializing in innovative bond solutions and strategic financial planning for California educational institutions.
Mark Farrell
Senior Financial Advisor
Mark Farrell provides expert financial advisory services with extensive experience in municipal finance and capital project planning for school districts across California.
Joe Crump
Financial Analyst
Joe Crump supports financial analysis and bond structuring, bringing technical expertise to help districts optimize their capital financing solutions.
Nicole Roberts
Financial Analyst
Nicole Roberts specializes in financial modeling and market analysis to support data-driven decision making for educational institutions' capital projects.
Ryne Mauck
Financial Analyst
Ryne Mauck provides analytical support for bond transactions and financial planning, helping districts implement effective capital improvement programs.
Questions
What services does Dale Scott & Company offer?
We provide financial advisory services including bond financing, election advisory, continuing disclosure, and specialized programs like Ed-Tech Bonds and GO Flex-Bonds for California K-14 districts.
How do you help with bond elections?
We offer comprehensive election advisory services covering voter research, tax impact analysis, ballot language development, and public information strategies to maximize success.
What makes your firm different?
With 35+ years of experience and over $10 billion in successful bond elections, we combine deep public finance expertise with tailored solutions specifically for California educational institutions.
Which areas do you serve?
We specialize in serving K-14 school districts and community college districts throughout the state of California.
