Central Florida Expressway Authority Sealed Solicitation
Title: INVESTMENT BANKING UNDERWRITING SERVICES
Deadline: 12/20/2023 1:30 PM (UTC-05:00) Eastern Time (US & Canada)
Status: Awarded
Solicitation Number: RFP-002066
Description: Central Florida Expressway Authority invites Technical Proposals from investment banking firms properly registered with the Financial Industry Regulatory Authority (FINRA) and any other required regulatory agencies, licensed to do business in the State of Florida and interested in serving as Senior Managing Underwriter, Co-Senior Managing Underwriter or Co-Managing Underwriter for proposed financing or refinancing of capital improvements to CFX’s Expressway System. Consideration will be given to only those respondents who are qualified to perform the work as determined by CFX.
Documents:
| Documents as of 11/20/2023 |
|---|
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PLANHOLDERS:
| Date | Company Name |
|---|---|
| 11/20/2023 1:37:36 PM | Truist Securities, Inc. |
| 11/20/2023 1:47:25 PM | Wells Fargo |
| 11/20/2023 2:02:25 PM | KeyBanc Capital Markets |
| 11/21/2023 11:11:38 AM | Hilltop Securities Inc. |
| 11/22/2023 5:19:32 AM | North America Procurement Council Inc., PBC |
| 11/23/2023 5:25:26 AM | SevenOutsource |
| 11/24/2023 12:08:51 AM | School Wholesale Supplies LLC |
| 11/27/2023 8:38:30 AM | Synovus Bank |
| 11/27/2023 4:05:16 PM | FHN Financial Capital Markets |
| 11/28/2023 10:46:29 AM | Morgan Stanley |
| 11/28/2023 1:41:13 PM | RBC Capital Markets, LLC |
| 12/7/2023 3:36:23 PM | Blaylock Van, LLC |
| 12/12/2023 9:13:38 AM | Dewberry |
| 12/13/2023 1:34:06 PM | Siebert Williams Shank & Co. |
| 12/13/2023 1:41:05 PM | Raymond James & Associates, Inc. |
| 12/13/2023 1:51:53 PM | Stern Brothers |
| 12/13/2023 2:26:27 PM | Estrada Hinojosa & Company, Inc. |
| 12/13/2023 3:20:50 PM | Citigroup Global Markets Inc |
| 12/13/2023 4:04:34 PM | Jefferies LLC |
| 12/13/2023 5:50:02 PM | Link Systems, LLC |
| 12/13/2023 10:41:21 PM | AG Ltd |
| 12/15/2023 9:56:59 AM | Blaylock Van, LLC |
| 12/15/2023 4:07:06 PM | Truist Securities |
| 12/18/2023 3:02:49 PM | Morgan Stanley |
| 12/18/2023 7:27:45 PM | Loop Capital Markets LLC |
| 12/19/2023 8:42:02 AM | J.P. Morgan |
| 12/19/2023 7:47:06 PM | Stern Brothers & Co. |
| 12/20/2023 8:42:36 AM | Bancroft Capital |
| 12/20/2023 11:08:10 AM | Wells Fargo Securities |
| 12/20/2023 12:20:42 PM | Truist Securities, Inc. |
| 1/13/2024 9:16:53 PM | J.P. Morgan |
| 1/16/2024 11:21:42 AM | Citigroup |
| 1/17/2024 9:18:07 AM | BofA Securities Inc. |
| 2/8/2024 11:04:45 AM | Samuel A. Ramirez & Co., Inc. |
| 2/8/2024 11:05:37 AM | RBC Capital Markets, LLC |
| 2/8/2024 11:06:41 AM | Bancroft Capital, LLC |
| 2/8/2024 11:09:38 AM | Raymond James & Associates, Inc. |
| 2/8/2024 11:10:21 AM | Barclays |
| 2/8/2024 11:11:50 AM | Truist Securities |
| 2/9/2024 8:59:07 AM | Mischler Financial Group, Inc. |
| 2/12/2024 9:02:04 AM | PWXPress |
| 2/14/2024 12:28:54 PM | Estrada Hinojosa & Company, Inc. |
| 2/20/2024 2:01:48 PM | Bob's Barricades |
| 2/22/2024 2:51:25 AM | Deltek |
| 2/28/2024 4:18:30 PM | PNC Capital Markets LLC |
| 3/19/2024 11:46:23 AM | Nabors, Giblin & Nickerson, P.A. |
| 3/25/2024 8:59:51 AM | Frasca & Associates LLC |
| 4/15/2024 2:36:49 PM | AmeriVet Securities, Inc. |
Addition 1
Posted: 11/20/2023
Type of Addition: Public Notice 002066
Overview: Evaluation Committee Final Ranking 1-12-2024
Documents:
Addition 2
Posted: 12/13/2023
Type of Addition: Addendum No. 1
Overview: This Addendum forms a part of the Contract Documents and modifies the original bidding documents dated November 2023, as noted below. Acknowledge receipt of this Addendum in the space provided on the Proposal form. Failure to do so may subject the bidder to disqualification. This Addendum consists of 3 pages.
Solicitation #: 002066
Documents:
Addition 3
Posted: 12/21/2023
Type of Addition: Technical Proposals Received 002066
Overview:
Documents:
Addition 4
Posted: 1/12/2024
Type of Addition: RFP-002066 Evaluation Committee Minutes
Overview: Evaluation Committee for Investment Banking Underwriting Services; Contract No. 002066, held a duly noticed meeting on Thursday, January 11, 2024, commencing at 10:00 A.M. in the Pelican Conference Room at CFX Administration Bldg., Orlando, Florida.
Documents:
Addition 5
Posted: 2/8/2024
Type of Addition: Award Information 002066 - Notice of Approval of Selection
Overview: On February 8, 2024, the Central Florida Expressway Authority Board approved the ranking and authorization to select the following firms: Senior Managers: 1. J.P. Morgan Securities LLC 2. BofA Securities, Inc. 3. RBC Capital Markets, LLC 4.(T) Jeffries LLC 4.(T) Wells Fargo Bank, N.A. Municipal Finance Group Co-Managers: 1. Samuel A. Ramirez & Co., Inc. (D/M/WBE) 2. Barclays Capital, Inc. 3. Siebert Williams Shank & Co., LLC 4. Raymond James & Associates, Inc. 5. Morgan Stanley & Company, LLC 6. Truist Securities, Inc. 7. Estrada Hinojosa & Company, Inc.
Documents:
Posted: 11/20/2023
Type of Addition: Public Notice 002066
Overview: Evaluation Committee Final Ranking 1-12-2024
Documents:
Posted: 12/13/2023
Type of Addition: Addendum No. 1
Overview: This Addendum forms a part of the Contract Documents and modifies the original bidding documents dated November 2023, as noted below. Acknowledge receipt of this Addendum in the space provided on the Proposal form. Failure to do so may subject the bidder to disqualification. This Addendum consists of 3 pages.
Solicitation #: 002066
Documents:
Posted: 12/21/2023
Type of Addition: Technical Proposals Received 002066
Overview:
Documents:
Posted: 1/12/2024
Type of Addition: RFP-002066 Evaluation Committee Minutes
Overview: Evaluation Committee for Investment Banking Underwriting Services; Contract No. 002066, held a duly noticed meeting on Thursday, January 11, 2024, commencing at 10:00 A.M. in the Pelican Conference Room at CFX Administration Bldg., Orlando, Florida.
Documents:
Posted: 2/8/2024
Type of Addition: Award Information 002066 - Notice of Approval of Selection
Overview: On February 8, 2024, the Central Florida Expressway Authority Board approved the ranking and authorization to select the following firms: Senior Managers: 1. J.P. Morgan Securities LLC 2. BofA Securities, Inc. 3. RBC Capital Markets, LLC 4.(T) Jeffries LLC 4.(T) Wells Fargo Bank, N.A. Municipal Finance Group Co-Managers: 1. Samuel A. Ramirez & Co., Inc. (D/M/WBE) 2. Barclays Capital, Inc. 3. Siebert Williams Shank & Co., LLC 4. Raymond James & Associates, Inc. 5. Morgan Stanley & Company, LLC 6. Truist Securities, Inc. 7. Estrada Hinojosa & Company, Inc.
Documents: