Financial Advisory and Underwriting Services Pool

The City of San Antonio is seeking financial advisory and underwriting services to expand its financial underwriting pool for various financial transactions.

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General
Open
6100019657
Jun 03, 2026 04:00 PM
Apr 17, 2026 12:00 PM
Request for Proposal (RFP)
Local
Contact
Morgan Aguirre
Description

The City of San Antonio, Texas Finance Department is requesting qualifications from qualified firms to expand its financial underwriting pool. This pool will be utilized for the selection of underwriting syndicates for financial transactions effectuated by the City. The selected firms will provide professional services and perform the duties of Senior Managing Underwriter and Co-Managing Underwriter for certain transactions, as well as other necessary services. This opportunity is for financial services, specifically related to underwriting and financial advisory roles in municipal debt transactions. The goal is to establish a pool of qualified firms to manage the financial aspects of various city transactions.

Classification Codes
NAICS523150Investment Banking and Securities Intermediation
PSCR710Financial Services (includes credit card services and any other financial services. See revision to description for code R703 above)
Smart Codes
financial advisory servicesdebt managementunderwriting services
Timeline
Apr 17, 2026 12:00 PM-Date Issued
Apr 27, 2026 12:00 PM-Pre-Submittal Conference (optional)
WebEx. Dial-In Number: 1-415-655-0001 | Access Code: 2347 089 7685 | Meeting Password: COSA
Apr 30, 2026 12:00 PM-Questions Due Date
Jun 03, 2026 12:00 PM-Due Date