BLX Group is registered with the Securities Exchange Commission (SEC) and Municipal Securities Rulemaking Board (MSRB) as a municipal advisor and is also registered with the State of California as an investment adviser. We specialize in serving public finance related entities by providing compliance consulting, financial advisory, and investment advisory services. We serve the unique needs of the public sector and not-for-profit entities (e.g. health care, higher education, and cultural institutions). Our full complement of comprehensive financial advisory services include arbitrage compliance, debt strategy, bond pricing review and analysis, post-issuance compliance, structured products, swap advisory and monitoring and more.
Since our beginnings in 1989 as Orrick, Herrington & Sutcliffe’s Financial Services group, our firm has evolved and grown. In 2000 we became a wholly-owned subsidiary of Orrick under the Bond Logistix name. In 2010 we shortened our name to BLX Group. Today we are a nationwide network of professionals with offices in Los Angeles, Dallas, Phoenix, Tampa and New York, and we remain wholly-owned by Orrick.
Through our extensive professional expertise, we are able to offer the unique combination of both investment and regulatory expertise in the public finance sector. We’re assisting municipalities across the country in evaluating, structuring and implementing key investment strategies for their tax-exempt transactions. Our extensive participation in designing new products and platforms for the public finance industry, coupled with our comprehensive knowledge of available investment opportunities, helps us maximize the economics of each transaction.
We have the experience, resources and knowledge to assist clients with their arbitrage rebate, post-issuance compliance, financial advisory and swap advisory needs. It’s all encompassing. And all in one place: BLX.
WHO We Are
Our team of experienced professionals specialize in arbitrage rebate, continuing disclosure, private use monitoring, bond proceeds investment, debt issuance, and interest rate swaps. We provide clients with the certainty they need to properly fulfill their obligations for tax-exempt financings from a compliance and optimization perspective. BLX is registered with the SEC and MSRB as a municipal advisor, and with the State of California as an investment adviser.
As a wholly-owned subsidiary of Orrick, the leading bond counsel firm in the U.S.1, BLX benefits from close working relationships with some of the most experienced and highly regarded public finance attorneys in practice today.
1 Orrick has been ranked as the No. 1 Bond Counsel firm in the U.S. by Thomson Reuters every year since 1998.
WHO We Serve
BLX advises clients in the municipal and non-profit sectors, including state and local governments, as well as a variety of tax-exempt debt issuers and conduit borrowers. Our clients range from small townships to large state agencies, and from local non-profits, museums, and charter schools to sophisticated hospital systems, housing issuers, and higher education institutions.