Charter Schools

Raymond James provides focused expertise to solve charter schools' facility financing needs and works with schools at all stages, from pre-opening single site to established, multi-site organizations. We are the only charter school underwriter who also maintains a dedicated USDA specialty group. Our team approach allows us to pursue a financing route specifically tailored to each school's unique situation.

Raymond James has served as underwriter on more than $500 million of charter school financings and placement agent or advisor on more than $80 million of USDA loans for charter schools.

Full-service Capabilities

  • Underwriting
  • Private placements
  • USDA financing
  • Rating agency strategy
  • Debt portfolio analysis
  • Investment of proceeds advisory
  • Financial advisory
  • Derivatives advisory


Jason Appelt
Managing Director
Cranberry Township, PA
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Hanna Degen
Vice President
Minneapolis, MN
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Matt Palumbo
Vice President
Richmond, VA
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