Education

Our charter school team has ranked as the top underwriter in the nation every year since 2015.

BB&T Capital Markets has helped schools throughout the U.S. grow and achieve success. Our Education Finance Team is well positioned to provide the best financing solution to your school, whether it is bond financing, bridge loans or bank placement structures. What sets us apart is our commitment to putting your transaction first and executing with focus, expertise and integrity. As a proven partner, you can be assured that our focus goes beyond the short-term impact of a capital structure. We also identify and analyze the long-term impact to ensure successful outcomes for our clients.

Focus on charter schools

BB&T Capital Markets is dedicated to the charter school sector. We are not generalists; we are experts in all aspects of charter school finance, well beyond underwriting. This is why our team has ranked as the top charter school underwriter in the nation every year since 2015—providing more than $3 billion in facility financing to our clients.

We strive to stay current on all factors that affect charter schools on a national and local level, understanding that the industry and the bond market are ever-changing.

Our extensive financing platform includes:

  • Tax-exempt and taxable bond debt
  • Retail and institutional placements
  • Private and bank placements
  • New lines of credit and construction loans
  • Extensive bond distribution
  • New markets tax credit

Fixed income sales and trading

Our Fixed Income Sales and Trading Group has extensive experience in municipal bond market sales, trading and research for tax-exempt and taxable municipals.

Our sales and trading professionals have an average of 20 years of experience, and have developed strong relationships with the full spectrum of investor types, continually bringing new investors into the sector.

Debt securities financial strategies

Through our Debt Securities Financial Strategies Group, we offer clients the latest solutions in securities portfolio sales and reinvestment strategy, product information, relative-value analyses, and accounting and regulatory changes.

We use sophisticated modeling tools and comprehensive analytics to assist you with asset allocation and balance sheet management, as well as providing weekly fixed income reports, portfolio and balance sheet strategies, and more.

Transactions

Village Tech Schools

$20,515,000
Tax-Exempt and Taxable Fixed Rate Bonds
Sole Manager

Lake Norman Charter School

$37,730,000
Tax-Exempt Fixed Rate Bonds
Sole Manager

Scintilla Charter Academy

$10,000,000
Tax-Exempt and Taxable Fixed Rate Bonds
Sole Manager

Uwharrie Charter Academy

$15,520,000
Tax-Exempt and Taxable Fixed Rate Bonds
Sole Manager

Viera Charter Schools, Inc.

$18,500,000
Tax-Exempt and Taxable Fixed Rate Bonds
Sole Manager

American Leadership Academy

$192,290,000
Tax-Exempt Fixed Rate Bonds
Sole Manager

Scintilla Charter Academies

$10,000,000
Tax-Exempt and Taxable Fixed Rate Bonds
Sole Manager

Mountain Island Charter School (MICS)

$31,540,000
Tax-Exempt Fixed Rate Bonds
Sole-Manager

Knowledge Academies

$26,860,000
Tax-Exempt and Taxable Fixed Rate Bonds
Sole Manager

Corvian

$21,385,000
Tax-Exempt and Taxable Fixed Rate Bonds
Sole Manager

Village Tech

$192, 290,000
Tax-Exempt
Fixed Rate Bonds
Sole Manager

American Leadership Academy

$192,000,000
Tax-Exempt
Fixed Rate Bonds
Sole Manager

Nova Academy

$18,865,000
Fixed Rate Revenue Bonds
Sole Manager

Franklin Academy

$50,820,000
Tax-Exempt Fixed Rate Bonds
Sole Underwriter

Parnassus Prep School

$27,370,000
Tax-exempt and Taxable Fixed Rate Bonds
Sole-Manager

Cornerstone

$23,445,000
Tax-Exempt and Taxable Fixed Rate Bonds
Sole Manager

Lighthouse Academies

$19,950,000
Lighthouse Academies of Northwest Indiana, Inc. Series 2016
$16,770,000
Lighthouse Academies of Indiana, Inc. Series 2016

EdKey

$31,315,000
Fixed Rate Revenue Bonds
Sole Manager

Newman International Academy

$18,315,000
Fixed Rate Revenue Bonds
Sole Manager

American Leadership Academy, Inc.

$29,890,000
Fixed Rate Revenue Bonds
Sole Manager

Pikes Peak School of Expeditionary Learning

$6,189,135
Tax-Exempt Bank Loan
Sole Manager

Paideia Academies

$10,280,000
Fixed Rate Revenue Bonds
Sole Manager

International Leadership of Texas

$111,040,000
Fixed Rate Revenue Bonds
Sole Manager

Bromley

$19,155,000
Tax-Exempt Fixed Rate Bond
Sole Manager

Research Triangle High School

$11,060,000
Charter School Revenue Bonds
Sole Manager

Salida del Sol Academy

$12,390,000
Tax-Exempt
Adjustable Rate Bonds

Atlas

$12,190,000
Tax-Exempt Fixed Rate Bonds
Sole Manager

Triad Educational Services/Triad Math and Science Academy Company

$22,210,000
Fixed Rate Revenue Bonds
Sole Manager

Science Technology Engineering and Math (STEM) School

$14,670,000
Charter School Refunding
Revenue Bonds
Sole Manager

Vista Charter Public Schools

$7,075,000
Fixed Rate Bonds
Sole Manager

Sycamore Academy of Science and Cultural Arts

$9,405,000
Tax-Exempt
Fixed Rate Bonds

What do our clients say?

International Leadership of Texas

“The entire BB&T Capital Markets Team was incredible to work with on what became the largest charter school bond deal in history. They took the time to listen to us, learn about our school and truly understand our goals. They worked well with members of our team including our financial advisor, bond attorney, and other consultants. BB&T also organized and executed an amazing marketing plan that included investor phone calls, face to face meetings with potential investors, and responded to investor questions. We always felt their priority was our school. We had an amazing experience with BB&T Capital Markets, and I would absolutely recommend them to anyone needing an underwriter.”

Edward G. Conger, Superintendent
International Leadership of Texas

Metro Deaf School

“Due to the expertise and hard work of the BB&T Capital Markets Team, our bond issue was over-subscribed and we were able to lower our overall rate from the initial pricing.”

“We are grateful to the BB&T Capital Markets Team for helping Metro Deaf School grow and meet the needs of more deaf, deafblind and hard of hearing students and their families.”

Dr. Susan Lane-Outlaw, Executive Director
Metro Deaf School

American Leadership Academy

“Words are insufficient to describe our admiration and gratitude for the professionalism, expertise, and attention to detail that the BB&T Capital Markets Team exhibited throughout the entire bond process. The results of this transaction saved American Leadership Academy several hundreds of thousands of dollars more than we had originally anticipated.“

Glenn Way, Board President and Brent McArthur, CEO
American Leadership Academy

LaVerne Elementary Preparatory Academy

“We are so grateful to the BB&T Capital Markets Team for being part of our journey and making our dreams finally become a reality.”

Debbie Tarver
LaVerne Elementary Preparatory Academy

MaST Community Charter Schools

“The BB&T team didn’t feel like the bankers in this deal, they felt like our partners in achieving the financing to benefit more children at our new MaST school.“

John F. Swoyer III, Chief Executive Officer
MaST Community Charter Schools

Charter Schools USA

“In my opinion, the depth of knowledge and experience of the BB&T team is unparalleled. If you are looking for a superior level of professionalism, knowledge and experience, look no further than BB&T Capital Markets."

Richard Garcia, Chief Financial Officer
Charter Schools USA, Inc.

The North Carolina Leadership Academy

"The BB&T Capital Markets Team guided us through each step of the bond issuance process, and we were able to secure a financing package that will allow our young school to continue to thrive.  I couldn't imagine going through this process without the BB&T Capital Markets Team’s level of knowledge and professionalism.“

Renee Faenza, Principal
The NC Leadership Academy

“BB&T’s expertise in helping us navigate the financing process, especially dealing with an ongoing construction project, was unparalleled.  They were extremely effective in conveying our school’s unique mission and vision to the investment community, producing results that far exceeded our expectations.”

Jim Davis, Chairman of Board of Trustees
The NC Leadership Academy

Scintilla Charter Academy

“The BB&T Capital Markets Team took time to fully understand our school’s culture, needs and goals, and kept that knowledge at the forefront throughout the entire bond process. The result was the ability to purchase our building and land to expand, as well as enter a construction project to take our school to the next level. We could not have asked for a smoother process and a stronger team than BB&T Capital Markets.”

Mandy Avera, Dean of Students and School Support
Scintilla Charter Academy

BB&T Capital Markets is a division of BB&T Securities, LLC, a wholly owned nonbank subsidiary of BB&T Corporation and Member FINRA(opens in a new tab) / SIPC(opens in a new tab). Securities or insurance products and annuities sold, offered or recommended are not a deposit, not FDIC insured, not guaranteed by a bank, not guaranteed by any federal government agency and may go down in value. Corporate banking products are offered through Branch Banking & Trust Company. Read all disclosures.