Jeremy Bass is a Managing Director in the Boston office and provides financial advisory services to colleges and universities. Mr. Bass is a senior member of PFM’s higher education transaction and works with College and University clients nationally but with a focus in New England and the Mid-Atlantic. Clients include Bucknell University, Bryn Mawr College, the University System of Maryland, Williams College, and the University of Maine System.
Mr. Bass advises his clients on a broad range of capital markets related services including capital structure evaluation, risk analysis, debt capacity analysis, rating agency strategy, strategic planning and financial forecasting, and transaction execution. Mr. Bass has assisted colleges and universities in building complex financial models to evaluate initiatives, obtain first time bond ratings, manage rating communication, and has advised on billions in financings for colleges and universities on a wide range of structures including fixed rate, variable rate, private placements, and synthetic structures using swaps.