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Recent Financings
  1. "Dale Scott & Company was ranked #1 by our campus committee after careful analysis of the firm’s experience, expertise, and independence."

    Rod Frese, VP Administrative Services
    College of the Sequoias

  2. "Both my Board and I have learned to value their strategic approach to facility financing."

    Dr. Jay Hoffman, Superintendent
    Nuview Unon School District

  3. "Even though we’re a small district, we’ve always received the highest level of service. I appreciate that kind of commitment to quality."

    Nancy Carroll, Superintendent
    Ocean View Elementary School District

  4. "Having lost three consecutive G.O. bond elections, we turned to Dale Scott & Company. They brought a highly organized, well thought out plan of attack that resulted in a major victory. They’re responsive, easy to work with and of the highest quality. We are using them again on our next election because they do great work."

    Frank Gornick, Chancellor
    West Hills Community College District

  5. "What I appreciated most was Dale Scott & Co.'s willingness to listen to all the factions and special interest groups in our community - not just supporters and advocates of the bonds, and their willingness to invest the time in our district for the long-term."

    Lucinda Abbott, Assistant Superintendent, Business Services
    Carpinteria Unified School District

  6. "I can't imagine running a bond financing program without Dale Scott & Company."

    Ron Bennett, President
    School Services of California

  7. "What impresses me most about them is their willingness to listen to our needs and then use the information to craft a strategic overall financing strategy specific to those needs."

    Phil Pendley, Superintendent
    Hemet Unified School District

  8. "When dealing with millions of taxpayer dollars, having an independent financial advisor is critical. I value having Dale Scott & Co. on our side of the table because of their rigorous independence."

    Dr. Brice Harris, Chancellor
    Los Rios Community College District

  9. "We're a different community than most. Dale Scott & Company took the time to understand our unique political landscape as well as the specific concerns of our Board."

    Dr. Steven Keller, Superintendent
    Redondo Beach Unified School District

  10. "We value their commitment to maintaining long-term relationships with their clients. Fifteen years of working together including two successful bond elections has shown me how valuable such a relationship can be."

    Michael Crilly, Superintendent
    Jefferson Union High School District

  11. "As a community college business officer, I appreciate Dale Scott & Company's commitment to saving money for both my district and its taxpayers."

    Tom Burke, Chief Financial Officer
    Kern Community College District

  12. "With Dale Scott & Company, I know the job will get done on time and get done right."

    Pamela Lopez, Assistant Superintendent; Chief Financial Officer
    Pomona Unified School District

  13. "It was because of their recommendations, guidance, and support that we were successful in passing two bond elections as well as a district-wide parcel tax."

    Robin Blakley, Assistant Superintendent for Business Services
    Pacific Grove Unified School District

  14. "They excel at innovative solutions that address their client's financing needs rather than trying to make one size fit all."

    Thomas Smith, Vice Chancellor for Finance & Administration
    Peralta Community College District

  15. "Their advice has always been based on what's best for our district."

    Ron Garcia, Superintendent
    Delano Union School District

  16. "Excellent at seeing the big picture. Excellent at managing the details. A great combination in a financial advisor."

    Jerry Kurr, Associate Superintendent of Administration & Business Services
    East Side Union High School District

  17. "Having a one-stop shop that can put together a comprehensive plan, assist us with our bond election and guide us through the bond issuance process is invaluable. The team is experienced, knowledgeable, responsive, and great to work with."

    Wayne Oetken, Assistant Superintendent - Business
    Cajon Valley Union School District

Dale Scott & Company

Innovations

Two decades of being first.

For twenty years, Dale Scott & Company has excelled at being the most innovative financial advisory firm in the State of California. Here’s just a handful of the innovations and firsts we’ve pioneered:

  • The first California school district to pass $100+ million general obligation bond
  • The first California school district to sell Proposition 39 general obligation bonds
  • The first California community college district to pass a general obligation bond
  • The first California school district to refinance COPs with general obligation bonds
  • The first California school district to sell certificates of participation ("COPs") through limited-competitive bid
  • The first California school district to issue Bond Anticipation Notes
  • The first California school district to sell assessment bonds backed by maintenance assessment district revenues
  • The first California school district to sell forward refunding general obligation bonds
  • The first California school district to sell COPs backed by district-wide Community Facility District assessments
  • The first California school district to bring bonds to market after 9/11
  • The first California local government to issue OPEB Bonds

We don’t set out to be first. It happens only because we’ve learned how important it is to listen to our clients’ problems and design the right solution rather than assuming “one size fits all.”