Selected Engagements

South Carolina Student Loan Corporation

South Carolina Student Loan Corporation

Financial Advisor
Trust Restructuring

2015

PHeaa

Pennsylvania Higher Education Assistance Agency

Cash Flow and Valuation Services

2009 - 2015

Minnesota Office of Higher Education

Minnesota Office of Higher Education

Financial Advisor

2014 - 2015

Federal Home Loan Bank of Des Moines

Federal Home Loan Bank of Des Moines

FFELP Portfolio Valuation Services

2013 - 2015

ACS Asset Management7

ACS Asset Management

Primary & Back-Up Master Servicer and Trust Administrator

29 Student Loan Trusts

$15,000,000,000 Par Amount

2009 - 2015

San Antonio Credit Union

San Antonio Credit Union

FFELP Portfolio Valuation Services

2014 - 2015

Loan Science

Loan Science

Financial Advisory Services

2014 - 2015

Alaska USA Federal Credit Union

Alaska USA Federal Credit Union

Student Loan ABS Valuation Services

2013 - 2015

Ambac

Ambac Assurance Corporation

Cash Flow Services

2008 - 2015

Panhandle-Plains Higher Education Authority

Panhandle-Plains Higher Education Authority

Investor Reporting Advisory

2011 - 2015

South Texas Higher Education Authority

South Texas Higher Education Authority

Investor Reporting & Continuing Disclosure Advisory

2010 - 2015

Panhandle-Plains Higher Education Authority

$219,000,000

Panhandle-Plains Higher Education Authority

Acquisition of LoanStar Asset Partners, L.P.

Financial Advisor
December 2014

Vermont Student Assistance Corporation

$59,700,000

Vermont Student Assistance Corporation

Education Loan Revenue Notes, Series 2014-B

Financial Advisor
November 2014

Indiana Secondary Market For Education Loans, Inc.

$152,500,000

Indiana Secondary Market For Education Loans, Inc.

Student Loan Asset-Backed Notes, Series 2014

Financial Advisor
November 2014

Maine Educational Loan Authority

$10,000,000

Maine Educational Loan Authority

Student Loan Revenue Bonds, Series 2014 A-1

Financial Advisor
July 2014

Laureate International Universities

Laureate International Universities

Financial Advisory Services

June 2014

Vermont Student Assistance Corporation

$29,920,000

Vermont Student Assistance Corporation

Education Loan Revenue Bonds, Series 2014-A

Financial Advisor
May 2014

California Educational Facilities Authority

$8,240,000

California Educational Facilities Authority

Alternative Loan Portfolio Sale

Financial Advisor
April 2014

Arkansas Student Loan Authority

$25,138,429

Arkansas Student Loan Authority

FFELP Portfolio Valuation and Purchase

March 2014

Wells Fargo Bank, N.A.

Wells Fargo Bank, N.A.

Student Loan ABS Residual Valuation

2012 - 2014

Greystone & Co., Inc

Greystone & Co., Inc

Strategic and Valuation Advisory Services

2007 - 2014

MBIA

MBIA Insurance Corp.

Strategic Advisory Services

2008 - 2014

Alliance Holdings

Alliance Holdings

M&A Advisory

2010 - 2014

Missouri Department of Higher Education Student Loan Program

Missouri Department of Higher Education Student Loan Program

Strategic Advisory Services

August 2013

Student Loan Guarantee Foundation of Arkansas

Student Loan Guarantee Foundation of Arkansas

Strategic Advisory Services

July 2013

Indiana Secondary Market For Education Loans, Inc.

$1,050,000,000

Indiana Secondary Market For Education Loans, Inc.

FFELP Loan Portfolio Sale

Financial Advisor
June 2013

Vermont Student Assistance Corporation

$15,595,000

Vermont Student Assistance Corporation

Education Loan Revenue Bonds, Series 2013-A

Financial Advisor
June 2013

Arizona Higher Education Loan Authority

$186,379,616

Arizona Higher Education Loan Authority

FFELP Portfolio Sale and Trust Restructuring

Financial Advisor
June 2013

Vermont Student Assistance Corporation

$378,400,000

Vermont Student Assistance Corporation

Student Loan Asset Backed Notes, Series 2013-1

Financial Advisor
June 2013

Rhode Island Student Loan Authority

$67,525,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2013-A

Financial Advisor
March 2013

Rhode Island Student Loan Authority

$34,750,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2014-A

Financial Advisor
March 2013

College Assist

College Assist

Strategic Advisory Services

January 2013

CRC Health Group

CRC Health Group

Private Loan Portfolio Valuation Services

2010 - 2013

DEPFA Bank plc

DEPFA Bank plc

Letter of Credit Restructurings

2009 - 2013

Utah Higher Education Assistance Authority

Utah Higher Education Assistance Authority

Strategic Advisory Services

December 2012

Vermont Student Assistance Corporation

$770,500,000

Vermont Student Assistance Corporation

Student Loan Asset-Backed Notes, Series 2012-1

Financial Advisor
November 2012

Vermont Student Assistance Corporation

$135,100,000

Vermont Student Assistance Corporation

Education Loan Revenue Notes, Series 2012-B

Financial Advisor
November 2012

Student Loan Financing Corporation

$139,868,000

EdLinc Student Loan Funding Trust 2012-A

Private Student Loan Asset Backed Notes

Financial Advisor
November 2012

Student Loan Financing Corporation

$333,641,000

EdLinc Student Loan Funding Trust 2012-1

Student Loan Asset Backed Notes

Financial Advisor
November 2012

Iowa College Student Aid Commission

Iowa College Student Aid Commission

Portfolio Transfer to Great Lakes Higher Education Corp.

Financial Advisor
November 2012

Georgia Higher Education Assistance Corporation

Georgia Higher Education Assistance Corporation

Portfolio Transfer to PHEAA

Financial Advisor
September 2012

Rhode Island Student Loan Authority

$111,000,000

Rhode Island Student Loan Authority

FFELP Loan Backed Bonds, Series 2012-1

August 2012

Vermont Student Assistance Corporation

$20,635,000

Vermont Student Assistance Corporation

Education Loan Revenue Bonds, Series 2012-A

Financial Advisor
July 2012

Maine Educational Loan Authority

$12,685,000

Maine Educational Loan Authority

Student Loan Revenue Bonds, Series 2012 A-1

Financial Advisor
June 2012

Panhandle-Plains Management and Servicing Corporation

Panhandle-Plains Management and Servicing Corporation

Leveraged Acquisition Advisory

Financial Advisor
June 2012

Rhode Island Student Loan Authority

$17,940,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2012-A

Financial Advisor
March 2012

Access Group

$35,629,566

Access Group, Inc.

FFELP Portfolio Sale

Financial Advisor
March 2012

Lloyds Bank plc

Lloyds Bank plc

Letter of Credit Restructurings

2012

Panhandle-Plains Higher Education Authority

$603,130,000

Panhandle-Plains Higher Education Authority

Student Loan Revenue Bonds, Series 2011-2

Financial Advisor
October 2011

Rhode Island Student Loan Authority

$33,000,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2011-A & Remarketing 2008 B-5

October 2011

Alliance Holdings

Alliance Holdings

Acquisition of NorthStar Capital Markets Service Corp.

May 2011

Fortress Investment Group LLC

Fortress Investment Group LLC

Student Loan ABS Residual Valuation

May 2011

Panhandle-Plains Higher Education Authority

$483,200,000

Panhandle-Plains Higher Education Authority

Student Loan Revenue Bonds, Series 2011-1

Financial Advisor
May 2011

Louisiana Public Facilities Authority

$509,000,000

Louisiana Public Facilities Authority

Student Loan Backed Bonds, Series 2011A

Financial Advisor
April 2011

NorthStar Education Finance

NorthStar Education Finance

Cash Flow and Analytics Advisory

2009 - 2011

Rhode Island Student Loan Authority

$25,570,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2010-B

Financial Advisor
December 2010

Panhandle-Plains Higher Education Authority

$218,970,000

Panhandle-Plains Higher Education Authority

Student Loan Revenue Bonds, Series 2010-2

Financial Advisor
November 2010

US Bank

US Bank

FFELP Portfolio Acquisition Advisory

November 2010

Panhandle-Plains Higher Education Authority

$208,200,000

Panhandle-Plains Higher Education Authority

Student Loan Revenue Bonds, Series 2010-1

Financial Advisor
November 2010

Citadel Securities

Citadel Securities

Student Loan Advisor on M&A Opportunity

October 2010

Educational Credit Management Corporation

Educational Credit Management Corporation

Strategic Advisory Services

August 2010

Finance Authority of Maine

$165,220,132

Finance Authority of Maine

FFELP Portfolio Sale and Trust Restructuring

Financial Advisor
August 2010

Maine Educational Loan Authority

$15,460,000

Maine Educational Loan Authority

Student Loan Revenue Bonds, Series 2010 A-1

Financial Advisor
July 2010

Alliance Holdings

Alliance Holdings

Acquisition of Panhandle-Plains Management and Servicing Corp.

June 2010

Rhode Island Student Loan Authority

$16,970,000

Rhode Island Student Loan Authority

Student Loan Revenue Bonds, Series 2010-A

Financial Advisor
March 2010

Academic Loan Group

Academic Loan Group

Rating Agency, Cash Flow and Analytics Advisory

2008 - 2010

Maine Educational Loan Authority

$210,000,000

Maine Educational Loan Authority

Student Loan Revenue Bonds, Series 2009

Financial Advisor
May 2009

Scottrade Bank, FSB

Scottrade Bank, FSB

Student Loan ABS Investment Advisory

March 2009

Perella Weinberg Partners

Perella Weinberg Partners

Subordinate Student Loan ABS Valuation

February 2009

Education Assistance Corporation

Education Assistance Corporation

Portfolio Transfer to Great Lakes Higher Education Corp.

Financial Advisor
January 2009

Mississippi Higher Education Assistance Corporation

Mississippi Higher Education Assistance Corporation

Indenture Amendments and Rating Confirmations

January 2009

Education Management Corporation

 

Education Management Corporation

Private Loan Program Development

October 2008

Universal Technical Institute

Universal Technical Institute

Private Loan Program Development

June 2008

First Marblehead Corporation

First Marblehead Corporation

Rating Agency Cash Flow Advisory

January 2008

Brazos Student Finance Corporation

$303,600,000

Brazos Student Finance Corporation

Student Loan Asset-Backed Notes, Series 2007-1

Financial Advisor
October 2007

Midwestern University

Midwestern University

School as Lender Advisory

September 2007

Brazos Higher Education Authority

$500,000,000

Brazos Higher Education Authority

Student Loan Backed-Notes, Series 2007-1

Financial Advisor
May 2007