OKLAHOMA PUBLIC FINANCE

We're at home in Oklahoma — just like you. And our team of knowledgeable leaders in municipal finance has years of experience in the Oklahoma municipal marketplace.

Experienced Leader in the State

In 1998, BOK Financial Securities effectively solidified the foundation of our public finance division by purchasing the assets of Leo Oppenheim & Co., Inc., a privately-owned investment banking firm established in 1919. Our services include underwriting, financial advisory services, debt policies and placement agent services. Today, as the largest Oklahoma-based municipal bond investment banking firm, we deliver results for Oklahoma clients.

Opportunities in Funding Alternatives

BOK Financial Securities has had the good fortune to work with many of the issuers in the State of Oklahoma. Our investment bankers help meet the capital improvement needs of many of Oklahoma’s state and local governments, colleges and universities, schools, Native American entities, hospitals, public trusts and corporations.

Qualified and Specialized

We offer our Oklahoma clients a strong combination of underwriting capabilities, distribution network and financial advisory services. Rely on our knowledgeable relationship managers from our Investment Banking, Institutional Sales and Trading, and Retail Sales divisions.

Oklahoma's Leading Underwriter in 2016

BOK Financial Securities was once again the dominant underwriter of municipal bonds in the State of Oklahoma in 2016. Our firm acted as Senior or Co-Managing Underwriter on 72 separate issues during the year - almost 50% more than our next highest competitor.

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OUR TEAM


John N. Waldo

Senior Investment Banker
T: (405) 272-2257
M: (405) 590-0606
jwaldo@bokf.com

John Waldo joined Leo Oppenheim & Co, Inc. in February 1987. He graduated from the University of Oklahoma in 1974 and received his professional designation as Certified Public Accountant in 1975. Waldo has assisted Oklahoma corporations, schools, universities, municipal clients and not-for-profit entities with various bond-financing needs. He combines the computer skills to analyze sophisticated alternatives with the communication skills to share the results with his clients. Waldo serves as treasurer of the Leadership Foundation of Oklahoma City and the Harn Homestead. He has served on the executive committee of the Last Frontier Council of Boy Scouts of America. He and his wife are active in the First United Methodist Church in Oklahoma City.
Christopher A. Gander

Investment Banker
T: (405) 272-207
M: (405) 831-0789
cgander@bokf.com

Chris Gander bio photo Chris Gander has been with BOK Financial Securities since March 2000. He graduated from Southeastern Oklahoma State University with a Bachelor of Science in Economics. Prior to joining BOK Financial Securities, Gander worked as a hub manager for Community First Bank's Investment division in Colorado. Gander is a registered investment advisor and CFP®.
Zack Robinson

Investment Banker
T: (405) 272-2199
M: (405) 412-6006
zrobinson@bokf.com

Zack Robinson bio photo Zack Robinson joined BOK Financial Securities, Inc. in August 2010. He has been an investment banker since 2007 and over that time has assisted state agencies, universities and colleges, school districts, municipalities and corporations with their financing needs. Robinson received his B.S. in Political Science from Oklahoma State University in 2005 and his Master of Business Administration from Oklahoma State in 2007.
Jeff Edwards

Underwriting Administrator
T: (405) 272-2132
jedwards@bokf.com

Cecile Baskett

Executive Assistant
T: (405) 272-2383
cbaskett@bokf.com

RECENT TRANSACTIONS

Recent Transactions: Financial Advisor
Date Amount of Offering Issuer/Description
07/05/2017 $44,000,000 I.S.D. No. 89 Oklahoma County
(Oklahoma City School District)
Combined Purpose General Obligation Bonds, Series 2017
07/03/2017 $23,533,380 Durant Tax Increment Finance Authority
Tax Increment Revenue Bonds, Series 2017 A&B
06/29/2017 $31,000,000 Lawton Industrial Development Authority
Sales Tax Revenue Note, Series 2017
06/16/2017 $3,000,000 City of Lawton
General Obligation Bonds, Series 2017
06/09/2017 $30,985,000 I.S.D. Number 89 Oklahoma County
(Oklahoma City School District)
General Obligation Refunding Bonds, Series 2017B
06/07/2017 $4,065,000 Idabel Public Works Authority
Series 2017 Promissory Note to OWRB
05/25/2017 $3,355,000 Broken Bow Public Works Authority
Utility System & Sales Tax Revenue Note, Series 2017
04/27/2017 $37,580,000 I.S.D. Number 12 Oklahoma County
(Edmond School District)
General Obligation Building Bonds, Series 2017
04/27/2017 $15,360,000 I.S.D. Number 69 Canadian County
(Mustang School District)
General Obligation Combined Purpose Bonds, Series 2017
04/27/2017 $4,200,000 City of Nichols Hills
General Obligation Bonds, Series 2017
04/20/2017 $25,940,000 I.S.D. Number 29 Cleveland County
(Norman School District)
General Obligation Combined Purpose Bonds, Series 2017
04/20/2017 $9,000,000 I.S.D. No. 89 Oklahoma County
(Oklahoma City School District)
Combined Purpose General Obligation Bonds of 2017
03/30/2017 $2,270,000 I.S.D. Number 52 Oklahoma County
(Midwest City - Del City School District)
General Obligation Building Bonds, Series 2017B
03/30/2017 $29,955,000 I.S.D. Number 2 Cleveland County
(Moore School District)
Combined Purpose Bonds, Series 2017 & Building Bonds, Series 2017
03/30/2017 $2,770,000 City of Moore
General Obligation Bonds of 2017
02/02/2017 $225,000 Town of Carlton Landing
General Obligation Bonds, Series 2017
01/26/2017 $11,900,000 I.S.D. Number 52 Oklahoma County
(Midwest City-Del City School District)
General Obligation Building Bonds, Series 2017A
03/31/2016 $103,045,000 Cleveland County Educational Facilities Authority
(Moore Public Schools Project)
Educational Facilities Lease Revenue Bonds, Series 2016
03/24/2016 $16,400,000 Moore Public Schools (I.S.D. No. 2 Cleveland County)
General Obligation Combined Purpose Bonds, Series 2016
03/24/2016 $2,465,000 Midwest City - Del City Schools (I.S.D. No. 52 Oklahoma County)
General Obligation Building Bonds, Series 2016B
03/23/2016 $33,520,000 Edmond Public Schools (I.S.D. No. 12 Oklahoma County)
General Obligation Building Bonds, Series 2016
03/09/2016 $2,805,000 City of Moore, Oklahoma
General Obligation Bonds of 2016
02/25/2016 $2,100,000 Sulphur Public Schools (I.S.D. #1 Murray County)
General Obligation Building Bonds of 2016
02/17/2016 $5,700,000 Leflore County Sales Tax Supported Hospital Authority
Sales Tax Revenue Note, Taxable Series 2016
01/27/2016 $9,840,000 Midwest City-Del City Schools (I.S.D. No. 52 Oklahoma County)
General Obligation Building Bonds, Series 2016A
01/06/2016 $4,200,000 City of Nichols Hills, Oklahoma
General Obligation Bonds, Series 2016
12/30/2015 $7,060,000 Moore Public Schools (I.S.D. No. 2 Cleveland County)
General Obligation Building Bonds, Series 2015
11/20/2015 $7,355,000 Oklahoma Baptist University Authority
(Oklahoma Baptist University Project)
Refunding Revenue Note, Series 2015A
11/20/2015 $3,500,000 Oklahoma Baptist University Authority
(Oklahoma Baptist University Project)
Refunding Revenue Note, Series 2015B
10/30/2015 $4,800,000 Yukon Municipal Authority
2015A Revenue Note
09/15/2015 $2,400,000 Yukon Municipal Authority
2015 Revenue Note
08/27/2015 $9,600,000 Edmond Public Schools (I.S.D. No. 12 Oklahoma County)
General Obligation Building Bonds, Series 2015
08/19/2015 $4,065,000 Leflore County Sales Tax Supported Hospital Authority
Sales Tax Revenue Note, Taxable Series 2015
Recent Transactions: Underwritings
Date Amount of Offering Issuer/Description Role
06/22/2017 $50,135,000 Oklahoma Development Finance Authority State System of Higher Education Master Real Property Lease Revenue Bonds Series 2017 A&B Senior Manager
06/21/2017 $52,850,000 Oklahoma State University General Revenue Refunding Bonds, Series 2017A Co-Manager
06/06/2017 $8,310,000 Oklahoma Water Resources Board State Loan Program Revenue Bonds, Series 2017B Sole Manager
05/10/2017 $28,645,000 City of Oklahoma City General Obligation Refunding Bonds, Series 2017 Co-Manager
04/27/2017 $3,770,000 Oklahoma Development Finance Authority State System of Higher Education Master Equipment Lease Revenue Bonds, Series 2017C Co-Manager
04/03/2017 $70,000,000 Oklahoma Capitol Improvement Authority State Facilities Revenue Bonds, Series 2017B (Capitol Repair Project) Co-Manager
03/08/2017 $3,075,000 Oklahoma Development Finance Authority State System of Higher Education Master Equipment Lease Revenue Refunding Bonds, Series 2017A & Lease Revenue Bonds, Series 2017B Sole Manager
02/28/2017 $23,055,000 Oklahoma Capitol Improvement Authority State Agency Facilities Refunding Revenue Bonds, Series 2017A Senior Manager
02/23/2017 $27,510,000 Oklahoma Water Resources Board State Loan Program Revenue Bonds, Series 2017A Senior Manager
02/08/2017 $480,000,000 Oklahoma Turnpike Authority Second Senior Revenue Bonds, Series 2017A & Refunding Second Senior Revenue Bonds, Series 2017B Co-Manager
03/01/2016 $32,525,000 City of Oklahoma City, Oklahoma
General Obligation Refunding Bonds, Series 2016
Co-Manager
02/24/2016 $14,240,000 Oklahoma Development Finance Authority
Oklahoma State System of Higher Education Master Real Property Lease Revenue Bonds, Series 2016A
Sole Underwriter
12/17/2015 $100,620,000 Oklahoma Water Resources Board Revolving Fund
Revenue Bonds Clean Water Program, Series 2015
Co-Manager
12/17/2015 $1,505,000 Oklahoma Development Finance Authority
Oklahoma State System of Higher Education Master Equipment Lease Revenue Bonds, Series 2015C
Sole Underwriter
11/19/2015 $28,760,000 Tulsa Industrial Authority (University of Tulsa)
Student Housing Revenue Refunding Bonds, Series 2015
Sole Underwriter
10/22/2015 $255,760,000 Board of Regents of the University of Oklahoma
General Revenue Bonds
$213,705,000 Tax-Exempt Series 2015C
$42,055,000 Federally Taxable Series 2015D
Co-Manager
10/22/2015 $7,870,000 Oklahoma Development Finance Authority
Oklahoma State System of Higher Education Master Real Property Lease Revenue Bonds, Federally Taxable Series 2015E
Sole Underwriter
09/16/2015 $39,535,000 Oklahoma Capitol Improvement Authority
State Agency Facilities Refunding Revenue Bonds, Series 2015B
Co-Manager
09/10/2015 $8,445,000 Oklahoma Development Finance Authority
Oklahoma State System of Higher Education Master Real Property Lease Revenue Bonds, Series 2015D
Sole Underwriter
08/13/2015 $117,460,000 OKLAHOMA DEVELOPMENT FINANCE AUTHORITY
Oklahoma State System of Higher Education Master Real Property Lease Revenue Bonds
$42,145,000 Tax-Exempt Series 2015B
$75,315,000 Federally Taxable Series 2015C
Senior Manager

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