The Deal Desk
Selected Engagements
Student Loan Financing Transactions
76 transactions, 2020 through 2026 YTD|$18.8 billion in par amount advised since inception
North Texas Higher Education Authority
Student Loan Asset-Backed Notes, Series 2026-3
$30,485,000
August 2026
Brazos Higher Education Authority, Inc.
Student Loan Program Revenue Bonds, Senior Series 2026-1A
$140,335,000
August 2026
The IDA of the City of Glendale Arizona
Student Loan Program Revenue Bonds - Midwestern University Foundation, Series 2026A
$14,865,000
June 2026
Illinois Finance Authority
Student Loan Program Revenue Bonds - Midwestern University Foundation, Series 2026A
$49,030,000
June 2026
Rhode Island Student Loan Authority
Education Loan Revenue Bonds, Senior Series 2026A
$80,455,000
May 2026
Rhode Island Student Loan Authority
Education Loan Revenue Bonds, Senior Series 2026-1
$68,880,000
May 2026
Pennsylvania Higher Education Assistance Agency
Educational Loan Revenue Bonds, Series 2026-1AC
$204,455,000
May 2026
North Texas Higher Education Authority
Student Loan Asset-Backed Notes, Series 2026-2
$156,853,000
April 2026
North Texas Higher Education Authority
Adjustable Rate Student Loan-Backed Notes, Series 2026-1
$254,750,000
February 2026
Pennsylvania Higher Education Assistance Agency
Educational Loan Revenue Bonds, Series 2025A
$213,741,000
December 2025
North Carolina State Education Assistance Authority
Tax Exempt Student Loan Revenue Bonds, Series 2025-B (COB)
$26,253,170
December 2025
INvestEd (Indiana Secondary Market)
Student Loan Program Revenue Bonds, Senior Series 2025-1A
$42,680,000
November 2025
North Texas Higher Education Authority
Education Loan Revenue Bonds Series 2025-1A
$50,000,000
September 2025
North Texas Higher Education Authority
Adjustable Rate Student Loan-Backed Notes, Series 2025-2
$256,350,000
September 2025
Brazos Higher Education Authority, Inc.
Student Loan Program Revenue Bonds, Senior Series 2025-1A
$97,975,000
August 2025
Illinois Finance Authority
Student Loan Program Revenue Bonds - Midwestern University Foundation
$20,000,000
July 2025
Pennsylvania Higher Education Assistance Agency
Education Loan Revenue Bonds 2025-1
$225,000,000
May 2025
Vermont Student Assistance Corporation
Education Loan Revenue Bonds, Senior Series 2025A
$32,000,000
May 2025
Finance Authority of Maine
Student Loan Revenue Bonds, Class A Series 2025-1
$31,280,000
May 2025
Kentucky Higher Education Student Loan Corp.
Student Loan Revenue Bonds, Series 2025
$95,300,000
May 2025
North Texas Higher Education Authority
Student Loan Asset Backed Notes, Series 2025-1
$178,200,000
May 2025
North Carolina State Education Assistance Authority
Tax-Exempt Student Loan Revenue and Refunding Bonds, Senior Series 2025A
$69,200,000
May 2025
Rhode Island Student Loan Authority
Education Loan Revenue Bonds, Senior Series 2025A & 2025-1
$125,000,000
April 2025
Minnesota Office of Higher Education
Supplemental Student Loan Program Revenue Bonds, Series 2025
$145,600,000
March 2025
Rhode Island Student Loan Authority
Education Loan Revenue Bonds, Senior Series 2024B
$50,000,000
December 2024
North Carolina State Education Assistance Authority
Tax Exempt Student Loan Revenue Bonds, Series 2024 (COB)
$46,366,156
December 2024
North Texas Higher Education Authority
Student Loan Asset Backed Notes, Series 2024-2
$91,705,000
October 2024
Brazos Higher Education Authority, Inc.
Student Loan Program Revenue Bonds, Senior Series 2024-1A
$96,725,000
August 2024
North Texas Higher Education Authority
Education Loan Revenue Bonds Series 2024-1A
$41,750,000
August 2024
Pennsylvania Higher Education Assistance Agency
Education Loan Revenue Bonds Series 2024 A (Taxable VRDO)
$184,973,000
July 2024
Vermont Student Assistance Corporation
Education Loan Revenue Bonds, Senior Series 2024-A
$19,545,000
June 2024
Pennsylvania Higher Education Assistance Agency
Education Loan Revenue Bonds 2024 A/C
$146,410,000
May 2024
Finance Authority of Maine
Student Loan Revenue Bonds, Class A Series 2024-A-1
$19,670,000
May 2024
Rhode Island Student Loan Authority
Education Loan Revenue Bonds, Senior Series 2024A & 2024-1
$126,995,000
April 2024
North Carolina State Education Assistance Authority
Education Loan Revenue Bonds, Series 2023-1 A/B
$76,975,000
December 2023
Kentucky Higher Education Student Loan Corp.
Student Loan Revenue Bonds Series 2023 A-1 & A-2
$160,615,000
December 2023
North Texas Higher Education Authority
Adjustable Rate Taxable Student Loan Asset-Backed Notes, Series 2023-1
$336,497,000
November 2023
Brazos Higher Education Authority, Inc.
Taxable Student Loan Program Revenue Bonds, Series 2023-1A
$43,375,000
November 2023
Finance Authority of Maine
Student Loan Revenue Bonds, Class A Series 2023-A-1
$27,175,000
May 2023
Vermont Student Assistance Corporation
Education Loan Revenue Bonds, Senior Series 2023-A
$20,420,000
May 2023
Pennsylvania Higher Education Assistance Agency
Education Loan Revenue Bonds 2023 A/B
$90,810,000
May 2023
Rhode Island Student Loan Authority
Education Loan Revenue Bonds, Senior Series 2023A & 2023-1
$85,790,000
May 2023
Minnesota Office of Higher Education
Supplemental Student Loan Program Revenue Bonds 2023 Senior Series
$54,775,000
May 2023
North Texas Higher Education Authority
Non Revolving Line of Credit Facility
$15,000,000
May 2023
INvestEd (Indiana Secondary Market)
Student Loan Program Revenue Bonds, Senior Series 2022-1A
$28,890,000
December 2022
Pennsylvania Higher Education Assistance Agency
Education Loan Revenue Bonds 2022 A/B
$82,600,000
June 2022
Vermont Student Assistance Corporation
Education Loan Revenue Bonds, Senior Series 2022-A
$20,245,000
June 2022
Rhode Island Student Loan Authority
Education Loan Revenue Bonds, Senior Series 2022A & 2022-1
$105,670,000
May 2022
Rhode Island Student Loan Authority
Education Loan Revenue Bonds, Senior Series 2021-2
$50,000,000
November 2021
Brazos Education Loan Authority
FFELP Loan Asset Backed Notes, Series 2021-2
$579,250,000
November 2021
North Texas Higher Education Authority
Taxable Student Loan Asset-Backed Notes, Series 2021-2
$395,000,000
October 2021
Higher Education Loan Authority of the State of Missouri
Taxable Student Loan Asset-Backed Notes, Series 2021-3
$197,500,000
September 2021
North Texas Higher Education Authority
Taxable Student Loan Asset-Backed Notes, Series 2021-1
$478,000,000
September 2021
Brazos Education Loan Authority
FFELP Loan Asset Backed Notes, Series 2021-1
$649,000,000
September 2021
Pennsylvania Higher Education Assistance Agency
Student Loan Asset-Backed Notes, Series 2021-1
$665,400,000
August 2021
The IDA of the City of Glendale Arizona
Student Loan Program Revenue Bonds - Midwestern University Foundation
$20,000,000
July 2021
Illinois Finance Authority
Student Loan Program Revenue Bonds - Midwestern University Foundation
$15,000,000
July 2021
Pennsylvania Higher Education Assistance Agency
Education Loan Revenue Bonds 2021 A/B
$64,100,000
June 2021
Vermont Student Assistance Corporation
Education Loan Revenue Bonds, Senior Series 2021-A
$30,840,000
May 2021
Finance Authority of Maine
Student Loan Revenue Bonds, Class A Series 2021-A-1
$19,145,000
May 2021
Rhode Island Student Loan Authority
Education Loan Revenue Bonds, Senior Series 2021A & 2021-1
$86,655,000
May 2021
Higher Education Loan Authority of the State of Missouri
Taxable Student Loan Asset-Backed Notes, Series 2021-2
$523,900,000
April 2021
North Carolina State Education Assistance Authority
Student Loan Backed Notes, Series 2015-1 - DPN Restructuring/Amendments
$49,567,328
April 2021
North Texas Higher Education Authority
Student Loan Asset-Backed Notes, Series 2021A
$331,074,000
April 2021
Minnesota Office of Higher Education
Adjustable Rate Supplemental Student Loan Program Revenue Bonds, Series 2012 - DPN Renewal
$201,400,000
April 2021
Kentucky Higher Education Student Loan Corp.
Student Loan Asset-Backed Notes, Series 2021-1
$135,305,000
March 2021
Brazos Higher Education Authority, Inc.
Taxable Student Loan Program Revenue Bonds, Series 2021-1A
$44,600,000
March 2021
Higher Education Loan Authority of the State of Missouri
Taxable Student Loan Asset-Backed Notes, Series 2021-1
$446,000,000
February 2021
Kentucky Higher Education Student Loan Corp.
Student Loan Asset-Backed Notes, Series 2020-1
$422,640,000
November 2020
North Carolina State Education Assistance Authority
Education Loan Revenue Bonds, Series 2020-1 A/B
$26,450,000
July 2020
Vermont Student Assistance Corporation
Education Loan Revenue Bonds, Senior Series 2020-A/B
$43,380,000
June 2020
Rhode Island Student Loan Authority
Education Loan Revenue Bonds Senior Series 2020-1 A
$100,575,000
May 2020
Brazos Higher Education Authority, Inc.
Student Loan Program Revenue Bonds 2020 A/B
$67,590,000
March 2020
Pennsylvania Higher Education Assistance Agency
Education Loan Revenue Bonds 2020 A/B
$47,570,000
March 2020
Minnesota Office of Higher Education
Supplemental Student Loan Program Revenue Bonds 2020 Senior Series
$57,690,000
March 2020
North Texas Higher Education Authority
Student Loan Asset Backed Notes, Series 2020
$66,400,000
March 2020
Strategic Advisory
41 engagements
Louisiana Public Facilities Authority
FFELP Loan Portfolio Sale
$31,427,526
August 2026
Loan Portfolio Sales
Goal Investment Management
FFELP Loan Portfolio Sale
$69,479,906
July 2026
Loan Portfolio Sales
NFP
NFP Seller (Negotiated Sale)
FFELP Loan Portfolio Sale
$168,944,124
April 2026
Loan Portfolio Sales
NFP
NFP Seller (Negotiated Sale)
FFELP Loan Portfolio Sale
$247,325,836
February 2026
Loan Portfolio Sales
Vermont Student Assistance Corporation
FFELP Loan Portfolio Sale
$92,983,329
November 2025
Loan Portfolio Sales
Oklahoma Student Loan Authority
FFELP Loan Portfolio Sale
$82,227,304
November 2025
Loan Portfolio Sales
Higher Education Loan Authority of the State of Missouri
FFELP Loan Portfolio Sale
$93,880,663
June 2025
Loan Portfolio Sales
NFP
NFP Seller (Negotiated Sale)
FFELP Loan Portfolio Sale
$181,924,691
May 2025
Loan Portfolio Sales
AccessLex Institute
FFELP Loan Portfolio Sale
$92,224,651
October 2024
Loan Portfolio Sales
North Texas Higher Education Authority
Purchase of Whole Trust Interests from ALL Student Loan Indenture Operating Company
$258,031,517
June 2023
SL Capital Strategies represented the purchaser
Loan Portfolio Sales
Arkansas Student Loan Authority
FFELP Loan Portfolio Sale
$89,043,889
March 2023
Loan Portfolio Sales
North Carolina State Education Assistance Authority
FFELP Loan Portfolio Sale
$666,661,676
October 2022
Loan Portfolio Sales
Utah Board of Higher Education
FFELP Loan Portfolio Sale
$340,954,069
February 2022
Loan Portfolio Sales
Utah Board of Higher Education
FFELP Loan Portfolio Sale
$202,677,101
February 2022
Loan Portfolio Sales
Utah Board of Higher Education
FFELP Loan Portfolio Sale
$518,625,288
February 2022
Loan Portfolio Sales
ACAPITAEducation Finance Corporation
Acapita Education Finance Corporation
FFELP Loan Portfolio Sale
$716,300,000
July 2021
Loan Portfolio Sales
ACAPITAEducation Finance Corporation
Acapita Education Finance Corporation
Alternative (Private) Loan Portfolio Sale
$73,300,000
July 2021
Loan Portfolio Sales
AccessLex Institute
FFELP Loan Portfolio Sale
$342,160,591
April 2021
Loan Portfolio Sales
AccessLex Institute
FFELP Loan Portfolio Sale
$257,432,448
April 2021
Loan Portfolio Sales
Higher Education Servicing Corporation
Acquisition of CampusDoor Holdings
2026
Other Strategic Advisory
DePaul University
Evaluation of Graduate Loan Funding Options
2026
Other Strategic Advisory
Nova Southeastern University
Evaluation of Graduate Loan Funding Options
2026
Other Strategic Advisory
Bank of Lake Mills
Loan Portfolio Analysis and Valuation
2026
Other Strategic Advisory
Higher Education Loan Authority of the State of Missouri
Acquisition of Navient Loan Servicing
2023 - 2024
Other Strategic Advisory
United States International Development Finance Corporation
Senior Term Loan to Prodigy Finance Ltd.
2023
Other Strategic Advisory
Loan Science
Senior Residual Interest Sale
2020
Other Strategic Advisory
Office of the Illinois State Treasurer
Student Empowerment Fund Development
2020 - Present
Other Strategic Advisory
Midwestern University Student Loan Program
Institutional Student Loan Program Advisory
2015 - Present
Other Strategic Advisory
Global Credit Union
Student Loan-Backed Securities Valuations
2014 - Present
Other Strategic Advisory
Arkansas Student Loan Authority
Loan Program Development and Analysis Advisory
Finance Authority of Maine
Loan Program Development and Analysis Advisory
INvestEd (Indiana Secondary Market)
Loan Program Development and Analysis Advisory
Kentucky Higher Education Student Loan Corp.
Loan Program Development and Analysis Advisory
Louisiana Public Facilities Authority
Loan Program Development and Analysis Advisory
Minnesota Office of Higher Education
Loan Program Development and Analysis Advisory
North Carolina State Education Assistance Authority
Loan Program Development and Analysis Advisory
North Texas Higher Education Authority
Loan Program Development and Analysis Advisory
Oklahoma Student Loan Authority
Loan Program Development and Analysis Advisory
Pennsylvania Higher Education Assistance Agency
Loan Program Development and Analysis Advisory
Rhode Island Student Loan Authority
Loan Program Development and Analysis Advisory
Vermont Student Assistance Corporation
Loan Program Development and Analysis Advisory