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Public and Corporate Finance

We're proud to provide financial advisory and bond underwriting services to public and private entities.

How Can We Help You Finance Your Future?

  • Established Experience

    With our public finance roots dating back more than 95 years, we're an accomplished service provider amongst municipal finance firms in the Southwest.

  • Versatility and Flexibility

    We provide state and local governments, school districts, Native American entities, colleges and universities, hospitals and special purpose districts with access to the national capital markets.

  • Fixed Income Access and Expertise

    We offer securities and solutions that are competitive with other firms. We use our stature in the fixed income market for our clients’ benefit, not ours. Our distribution-oriented tracking strategy focuses on our clients’ needs instead of proprietary trading.

  • Investment Banking Services

    Our investment bankers can help your business or municipality to meet its goals for improvement and expansion. We're here to serve you with underwriting, financial advisory services and private placements. We provide:

    • Access to capital markets
    • Regional leaders
    • Personalized, responsive service
    • Experience and knowledge you can count on
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  • Corporate Finance

    We manage debt and equity securities publicly offered by middle-market companies. Our professionals can help provide you with the critical advice you need to help build your portfolio. We offer:

    • Market experience
    • Quality capital markets forecast
    • Industry leaders and thinkers
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  • Oklahoma Public Finance

    As the largest Oklahoma-based municipal bond investment banking firm, we realize the importance of delivering results for our clients. Our services include underwriting, financial advisory services, debt policies and placement agent services. We provide:

    • Opportunities in funding alternatives
    • Qualified and specialized services
    • Experienced leaders in the state
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  • Texas Public Finance

    Daily involvement in both the competitive and negotiated Texas municipal bond market means we know the field. We can provide you with immediate local service through our in-state municipal underwriting and commitment team and our sales and trading desk. We offer:

    • Capital market services
    • Strength and experience
    • Advisory and bond underwriting services
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Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Invest­ment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material consid­erations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.