1. “Having lost three consecutive G.O. bond elections, we turned to Dale Scott & Company. They brought a highly organized, well thought out plan of attack that resulted in a major victory. They’re responsive, easy to work with and of the highest quality. We are using them again on our next election because they do great work.”
   
   Frank Gornick, Chancellor
   West Hills Community College District
   
   
2. “What I appreciated most was Dale Scott & Co.'s willingness to listen to all the factions and special interest groups in our community - not just supporters and advocates of the bonds, and their willingness to invest the time in our district for the long-term.”
   
   Lucinda Abbott, Assistant Superintendent, Business Services
   Carpinteria Unified School District
   
   
3. “I can't imagine running a bond financing program without Dale Scott & Company.”
   
   Ron Bennett, President
   School Services of California
   
   
4. “What impresses me most about them is their willingness to listen to our needs and then use the information to craft a strategic overall financing strategy specific to those needs.”
   
   Phil Pendley, Superintendent
   Hemet Unified School District
   
   
5. “When dealing with millions of taxpayer dollars, having an independent financial advisor is critical. I value having Dale Scott & Co. on our side of the table because of their rigorous independence.”
   
   Dr. Brice Harris, Chancellor
   Los Rios Community College District
   
   
6. “We're a different community than most. Dale Scott & Company took the time to understand our unique political landscape as well as the specific concerns of our Board.”
   
   Dr. Steven Keller, Superintendent
   Redondo Beach Unified School District
   
   
7. “We value their commitment to maintaining long-term relationships with their clients. Fifteen years of working together including two successful bond elections has shown me how valuable such a relationship can be.”
   
   Michael Crilly, Superintendent
   Jefferson Union High School District
   
   
8. “As a community college business officer, I appreciate Dale Scott & Company's commitment to saving money for both my district and its taxpayers.”
   
   Tom Burke, Chief Financial Officer
   Kern Community College District
   
   
9. “With Dale Scott & Company, I know the job will get done on time and get done right.”
   
   Pamela Lopez, Assistant Superintendent; Chief Financial Officer
   Pomona Unified School District
   
   
10. “It was because of their recommendations, guidance, and support that we were successful in passing two bond elections as well as a district-wide parcel tax.”
    
    Robin Blakley, Assistant Superintendent for Business Services
    Pacific Grove Unified School District
    
    
11. “They excel at innovative solutions that address their client's financing needs rather than trying to make one size fit all.”
    
    Thomas Smith, Vice Chancellor for Finance & Administration
    Peralta Community College District
    
    
12. “Their advice has always been based on what's best for our district.”
    
    Ron Garcia, Superintendent
    Delano Union School District
    
    
13. “Excellent at seeing the big picture. Excellent at managing the details. A great combination in a financial advisor.”
    
    Jerry Kurr, Associate Superintendent of Administration & Business Services
    East Side Union High School District
    
    
14. “Having a one-stop shop that can put together a comprehensive plan, assist us with our bond election and guide us through the bond issuance process is invaluable. The team is experienced, knowledgeable, responsive, and great to work with.”
    
    Wayne Oetken, Assistant Superintendent - Business
    Cajon Valley Union School District
    
    
15. “Dale Scott & Company was ranked #1 by our campus committee after careful analysis of the firm’s experience, expertise, and independence.”
    
    Rod Frese, VP Administrative Services
    College of the Sequoias
    
    
16. “Both my Board and I have learned to value their strategic approach to facility financing.”
    
    Dr. Jay Hoffman, Superintendent
    Nuview Union School District
    
    
17. “Even though we’re a small district, we’ve always received the highest level of service. I appreciate that kind of commitment to quality.”
    
    Nancy Carroll, Superintendent
    Ocean View Elementary School District
    
    
18. “I want to personally thank you and your outstanding company for all of your guidance, support, and enthusiasm. You are truly professional in every sense of the word.”
    
    Dr. Willard Lewallen, President West Hills College Coalinga
    
    
19. “The work Dale Scott and Company did for us was exceptional. An organized plan of attack. Quickly responsive. The highest quality of materials. You took a huge load off our shoulders.”
    
    Frances Squire, Director, Marketing West Hills Community College District
    
    
20. “Having Scott & Company as our independent financial advisor was crucial in allowing our Board to make the right financing decision regarding our bond sale and letting us achieve the lowest possible interest rate.”
    
    Joe Keeler, Vice President, Administrative Services/CBO Gavilan Joint Community College District
    
    

For over two decades, Dale Scott & Company has been the leading independent financial advisory firm for California school districts and community college districts. This success is due to our state-wide reputation for solid, practical advice and a history of client-driven financing innovations.

These innovations are what distinguish us. From general obligation bond election consulting services through our affiliate company 8th Floor Campaigns to the refinancing of retiree healthcare benefits with the first OPEB Bond in the State, Dale Scott & Company is the leader in the development of creative solutions for the financing needs of its clients.

It is our unmatched experience that generates these innovations. Large districts and small. Urban and suburban. Growing and declining. Our broad base of clients throughout the State gives us an understanding of the challenges facing California’s local governments.

Finally, our independence is our most valuable asset. As an independent financial advisory firm, we can do our job without the built-in conflict of trying to be both a financial advisor and an underwriter. Our advice is based on the client's needs, not ours.