Port of Portland Planet bids #2026-13803

Port of Portland Seeks Investment Banking Underwriting Services Pool

The Port of Portland is seeking proposals from qualified firms to provide Investment Banking Underwriting Services for its upcoming municipal financings. - Government Buyer: - Port of Portland, Principal IT Procurement Specialist (Alesha Siebe) - Services Requested: - Comprehensive investment banking and underwriting services for municipal debt issuance, refinancing, credit rating strategy, marketing, underwriting, and ongoing debt management - Providers will be selected for a pool and may be engaged for specific financings as needed - Notable Requirements: - Firms must hold licenses from SEC, FINRA, and MSRB - Demonstrated experience as Book-running Senior Manager on airport revenue bonds of $150 million or more since 2023 - Emphasis on community investment, workforce development, and small business engagement (Port's Shared Prosperity Initiative) - Potential OEMs/Vendors Mentioned: - Academy Securities, Backstrom McCarley Berry & Co., Barclays Capital, BofA Securities, Floral Park Consulting, FR technolabs, Frasca & Associates, Goldman Sachs, J.P. Morgan Chase Bank, J.P. Morgan Securities, Jefferies, KeyBanc Capital Markets, Loop Capital Markets, Morgan Stanley, Piper Sandler, Samuel A. Ramirez & Co., Siebert Williams Shank & Co., U.S. Bank National Association, Wells Fargo Bank - Period of Performance: - Initial five-year term, with two optional one-year extensions at the Port's discretion - Selection for the pool does not guarantee participation in future financings; the Port may use other means for its financial needs

Description

The Port of Portland is soliciting proposals from experienced firms or teams capable of providing Investment Banking Underwriting Services. The Port intends to engage multiple providers to serve as part of its Investment Banking/Underwriting Pool. Selected providers will be engaged via a Letter of Appointment for an initial term of five years, with options to extend for two additional one-year terms. Participation in the pool does not guarantee involvement in future financings, as the Port reserves the right to undertake financings by other means.

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