Partner with us to manage your future growth.

Academic and technological advances provide constantly changing opportunities for K-12 independent schools and higher education. We’ve supported schools for more than 100 years—and have the industry knowledge and financial expertise to support your school in debt capital, treasury, risk management, and investments.

Our local bankers, partnered with our industry specialists, will help you evaluate strategies so your school meets its long-term growth plans and aspirations.

Areas of focus

  • Public and private higher education, including direct support organizations
  • Independent K-12 schools
  • Charter schools

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Transactions

$225,000,000

Texas Higher Education Institution 

Senior Credit Facilities

$52,000,000

Tennessee Charter School

Senior Credit Facilities
Full Treasury

$81,000,000

Georgia Private K-12

Tax Exempt Term Loan

Business Resource Center

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Expand your knowledge with resources for a better business strategy. Stay up to date with trending topics, news, and research.

Industry expertise Small and mid-sized colleges (re)turn their focus to enrollment trends

Shrinking enrollment and affordability concerns are forcing small and mid-size colleges to rethink and rework their value proposition

Small and mid-sized colleges face hard strategic choices in addressing the negative impacts of the impending “enrollment cliff”.
- Feb 11, 2025
Article
09/25/2024
Colleges Renew Focus on Enrollment Trends

Industry expertise Cyberattacks threaten educational institutions

The threat of cybercrime is on the rise. The defenses you build today and the playbook you create to respond to cybercrime will prepare your business for an attack.

The threat of cybercrime is on the rise. The defenses you build today and the playbook you create to respond to cybercrime will prepare your business for an attack.
- May 22, 2024
Article
Cyberattacks threaten educational institutions

Industry expertise Risk management needs grow for higher education and private K-12 schools

The recent pace of change in education means colleges, universities, and private K-12 schools are facing new risks, leading them to take a more comprehensive and proactive approach to risk management.

The recent pace of change in education means colleges, universities, and private K 12 schools are facing new risks, leading them to take a more comprehensive and proactive approach to risk management.
- Sep 05, 2023
Article
Risk management needs grow for higher education and private K-12 schools
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Get in touch with an expert.

We’ve got the expertise to take your school to the next level. Talk with our industry specialists today and gain the advantage of our full range of solutions.

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