Institutions & Corporations

Fixed Income

The Higher Education and Not-For-Profit Financial Advisory Group

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The Higher Education and Not-For-Profit Financial Advisory Group provides over 60 years of combined industry experience and extensive experience working with a diverse group of institutions nationally.  

The Group is committed to its fiduciary role and will use its technical and market expertise to be a strong advocate for its clients.

The Janney financial advisory platform provides a comprehensive set of services to help institutions make informed decisions.  Our goal is to build upon traditional financial advisory services and broaden the scope to help institutions advance their mission.  The Firm’s advisory platform, is organized into four key consulting areas:

Capital Planning:  An analytical framework can inform an institution’s approach to funding capital needs while managing variable cashflow streams over time.  Janney’s services include liquidity reserve analysis, central bank development, and bridge financing strategy.

Debt Portfolio Management:  Financing capital needs is a critical element of financial management for an institution.  Janney’s services include plan of finance development, underwriter/lender selection, and market execution strategy.

Credit Analytics:  Financial leadership serves as a steward of an institution’s resources including debt capacity.  Janney’s services include peer benchmarking, debt capacity and affordability assessments, and rating agency strategy.

Management and Strategy:  It is critical to create alignment between strategic and financial plans.  Janney’s services include policy development, board education, evaluation of strategic partnerships, and serving as a sounding board for leadership.

What distinguishes Janney from other firms is that we offer the relationship-driven approach of a boutique firm with the resources of a larger investment bank.  These resources are an integral part of our comprehensive approach and include credit expertise, capital markets expertise, and corporate finance expertise.

Financial Advisory
Mary Jane Darby
Group Head & Managing Director

Rob Kanzer
Managing Director

James Still

Sophie Jean