Description of S.B. Clark Companies

S.B. Clark Companies is a public finance consulting firm located in Denver, Colorado. Clients include general governmental entities and not-for-profit corporations such as educational institutions, affordable housing providers, and healthcare entities. Recently, the firm has specialized in advisory services to public housing authorities. Stephen B. Clark formed the firm in early 2001, incorporating nearly 25-years experience as a public finance investment banker with his long-time commitment to the community.

Services include, but are not limited to, evaluating project feasibility, debt capacity analysis, financial planning model development, housing and new markets tax credits, and implementing financing and refinancing.

Mission
The firm strives to provide the highest quality financial advisory services possible to its clients. Each client has unique issues and objectives. The key to providing high quality financial advisory services is spending time up-front learning the client’s business, culture, and style. Frequent communication and maintained confidentiality are priorities.

Style and Approach
The client’s interest is foremost and sole. All of S.B. Clark Companies’ actions and work associated with an assignment are on behalf of its client. S.B. Clark Companies acts only as an agent. S.B. Clark Companies does not act as principal in the purchase or sale of financial instruments. All potential conflicts of interest are disclosed and discussed at the assignment outset or whenever such potential may arise.

Experience and Qualifications

Résumé highlights for Stephen B. Clark:

	30+ years public finance experience
		–	Currently leads independent financial advisory business
		–	11-years experience as Managing Director and Regional Manger with U.S. Bancorp Piper Jaffray
		–	13-years with Boettcher & Co. culminating as Executive Vice President for Fixed Income

	18+ years experience in foundation investment management (volunteer)
		–	Board of Trustees and Treasurer, The Colorado Trust, a philanthropic foundation
		–	Board of Directors and past Chair, Montana State University Foundation

Résumé highlights for John Lowry:

	25+ years experience Financial Manager within the public sector
		–	10-years as Regional Manager for Creative Computer Solutions, the largest provider of Software Systems for Public Housing Authorities
		–	Worked as Acting Executive Director for the Denver Housing Authority and Deputy Executive Director for Finance and Administration, directing all accounting, budgeting, and information management for DHA
		–	12-years experience Finance Department, City of Englewood, Colorado

Full Résumés for the firm can be found under Qualifications in the side menu.