Customized Financing Solutions

Charter school financing is a specialized financing sector and Baird’s dedicated charter school group has been at the forefront since 2003. As a national leader in charter school financing, we have considerable experience assessing a school’s financing needs and accessing a variety of financing sources to provide appropriate solutions.1

Financing solutions for charter schools include:

  • Tax-exempt and taxable bonds
  • New Markets Tax Credits
  • Interim and gap financing

Facilities financing is a daunting task for any charter school. Like an annual physical, you need to check your financial health to make future capital projects possible. 

Experience Counts: Charter School Locations

Baird’s National Charter School Finance Group

We are a leading underwriter for charter schools across the nation.1 Our group is comprised of ten professionals solely dedicated to charter schools with over a century of combined experience. Our depth of resources allows us to provide clients with innovative financing ideas tailored to each individual charter school. Our specialized expertise in this sector and our clients-first philosophy has supported us in serving more than 290 charter schools totaling over $8.5 billion in funding since 2003. 

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Recent Charter School Transactions

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Green Dot Public Schools (CA)
School Facility Revenue Bonds
October 2022
Sole Manager

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PACT Charter School (MN)
Charter School Lease Revenue and Refunding Bonds
September 2022
Sole Manager



Great Hearts America – Texas
Education Revenue Bonds
September 2022
Sole Manager

1Source: Refinitiv, by both number of financings underwritten and by par amount, January 1, 2009 - December 31, 2021.