Municipal Finance

BB&T Capital Markets provides comprehensive capital structure planning and execution within the senior living, education and specialty finance industries. Our investment banking teams have extensive structuring expertise, and are skilled in all aspects of capital sourcing, whether it’s taxable or tax-exempt bond financing, bridge loans, bank placement structures or a combination of financing strategies. With deep transaction knowledge, our investment bankers will help you determine the appropriate mix of bank and bond debt to meet your strategic objectives, and then execute with focus, expertise and integrity. 

Our people

Speak with one of our industry bankers.

Industry expertise

Senior Living

BB&T Capital Markets has dedicated investment banking teams focused on the nonprofit and for-profit senior living sectors.

Our clients range from Life Plan Communities, independent living, skilled nursing, assisted living and memory care facilities.

Areas of expertise:

  • Public and private bond underwriting, including tax-exempt and taxable financing
  • Private and bank placements
  • Capital structure planning
  • Extensive bond distribution

Education

Part of BB&T’s mission is to help the world become a better place, and our education finance team is dedicated to that mission by helping schools across the U.S. grow and achieve success.

With deep transaction knowledge, our dedicated investment banking team is well positioned to provide the best financing solution to your school.

Areas of expertise:

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

Specialty Finance

Our Specialty Finance Team works closely with developers of multi-family, hospitality, and specialized project finance to structure tailored debt solutions.

The team is also experienced in the securitization of tax-exempt loans, leases, and bonds, enabling clients to reduce funding costs and exposure to credits.

Areas of expertise:

  • Tax-exempt and taxable bond debt
  • Affordable housing, tax credits, agency solutions
  • Structured finance solutions

Transactions

Village Tech Schools

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

Richfield Living

$93,500,000
Tax-Exempt Fixed and Adjustable Rate Bonds
Sole Manager

The Bridgemoor at Plano

$5,000,000: Bridge Bonds
$62,295,000: Fixed Rate Long-Term Bonds
Sole Manager

DLL Financial Solutions Partners

$119,365,000
Loan Securitization
Floating Rate Bonds
Sole Manager

Friendship Village

$203,645,000
Fixed Rate Bonds
Sole Manager

Alura Senior Living

$32,780,000
Fixed Rate Bonds
Senior Co-Manager

OglethorpePower

$399,785,000
Revenue Bonds Due 2045
Co-Manager

Moorings Park

$32,040,000
Fixed Rate Bonds
Sole Manager

The Renaissance Senior Living

$6,540,000: Acquisition Bridge Bond
$6,730,000: Fixed Rate Long-Term Bonds
Sole Manager

Woodbridge Senior Living

$6,795,000
Acquisition Fixed Rate Bonds
Sole Manager

Brookside Glen Senior Living

$4,110,000: Acquisition Bridge Bond
$4,295,000: Fixed Rate Long-Term Bonds
Sole Manager

Lake Norman Charter School

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

Greenville Glen Senior Living

$4,505,000: Acquisition Bridge Bond
$4,690,000: Fixed Rate Long-Term Bonds
Sole Manager

Woodland Place Senior Living

$8,750,000: Acquisition Bridge Bond
$8,995,000: Fixed Rate Long-Term Bonds
Sole Manager

Lakewood Senior Living

$10,930,000
Fixed Rate Bonds
Sole Manager

Tapestry Moon Township

$76,540,000
Fixed Rate Long-Term Bonds
Sole Manager

Scintilla Charter Academy

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

Tapestry Moon Township

$78,070,000
Fixed Rate Bonds
Sole Manager

American Tobacco Lofts

$13,850,000
Fixed Rate Bonds
Sole Manager

American Leadership Academy

$192,290,000
Tax-Exempt 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

Corvian

$21,385,000
Tax-Exempt and Taxable 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

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

River Park Senior Living

$18,095,000
Fixed Rate Bonds
Sole Manager

Franciscan Communities

$38,405,000
Fixed Rate Bonds
Sole Manager

Friendship Senior Options

$122,550,000
Fixed Rate Bonds
Sole Manager

LifeSpire of Virginia

$49,750,000
Fixed Rate Bonds
Sole Manager

Tapestry Senior Living (Walden)

$26,000,000
Fixed Rate Bonds 
Sole Manager

Provision Healthcare

$118,660,000
Fixed Rate Bonds
Sole Manager

Pinnacle

$13,765,000
Fixed Rate Bonds
Sole Manager

American Tobacco Lofts

$13,850,000
Fixed Rate Bonds
Sole Manager

Tapestry Senior Living (Wickliffe)

$49,030,000
Fixed Rate Bonds
Sole Manager

Tapestry Senior Living (Moon Township)

$78,070,000
Fixed Rate Bonds
Sole Manager

Carolina Village

$18,945,000
Fixed Rate Bonds
Sole Manager

River Park Senior Living

$18,095,000
Fixed Rate Bonds
Sole Manager

Tapestry Senior Living Wickliffe

$49,030,000
Fixed Rate Bonds
Sole Manager

Aldersgate United Methodist Retirement Community, Inc.

$53,265,695
Fixed Rate Bonds and Bank Loans
Underwriter and Structuring Agent

Tapestry Senior Living Walden

$26,000,000
Fixed Rate Bonds
Sole Manager

Pinnacle

$13,765,000
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

Wesley Commons

$27,110,000
Fixed Rate Revenue Refunding Bonds
Sole Manager

LifeSpire of Virginia

$85,505,000
Fixed Rate Revenue Refunding 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

Stonebridge of Gurnee

$23,755,000
Fixed Rate Bonds
Sole Manager

Lakewood Senior Living

$10,930,000
Fixed Rate Bonds
Sole Manager

EdKey

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

Newman International Academy

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

Lakewood Senior Living

$10,930,000
Fixed Rate 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

Tapestry Senior Housing Development, LLC

$33,235,000
Fixed Rate Bonds
Sole Manager

Crest View Senior Communities

$55,650,000
Fixed Rate Revenue Bonds
Sole Manager    

Baptist Homes Society

$137,885,000
Fixed Rate Revenue Refunding 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

The Moorings, Incorporated

$134,425,000
Residential Care Facility
Revenue Bonds
Underwriter & Structuring Agent

Triad Educational Services/Triad Math and Science Academy Company

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

Tapestry Senior Housing Development

$33,235,000
Fixed Rate Bonds
Sole Manager

Crest View Senior Communities

$55,650,000
Fixed Rate 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

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.