Direct Placements

Member-exclusive discussion on various legislative proposals and potential technical corrections that could improve the tax-exempt bond market.

A type of offering document used in a private placement. 

The negotiated offering of a new issue of bonds directly to one or a limited number of purchasers without using an underwriter. 

An attorney or firm of attorneys engaged to represent the lender in a private placement.

The entity or entities, typically commercial banks, which purchases the bonds pursuant to a private placement for its own portfolio.

In a private placement, the agreement between the issuer and a lender (e.g., a bank) pertaining to the loan of the bond proceeds to the issuer. In conduit financings, the agreement…

Modernize Financing Options Available to Our Smallest Communities

In this session, tax law practitioners discuss the tax law issues that arise in bank direct placements and bank loans, with a portion of the session devoted to tax considerations…

In this panel, we discuss structuring and legal considerations that arise in private placement bond issues and bank loans. Topics include: trends in bank loans and other direct-placement financings, such…

In this session, tax law practitioners discuss the tax law issues that arise in bank direct placements and bank loans, with a portion of the session devoted to tax considerations…

This session discussed structuring and securities and general law considerations that arise in private placement issues and bank loans. Topics include: trends in bank loans and other direct-placement financings, such…

Statement urging Congress to include additional tax tools to help state and local governments in any large domestic policy agenda bill.