Charter School Financing Solutions

Junior school children leaving school

Charter Schools are all about them.

Meet the investment bank that’s all about you.
With over $350 million in charter school financings, HJ Sims is deeply experienced in helping you create, improve and build your vision.

Helping children achieve their future.

You’re passionate about your charter school. You believe that children have a better chance of succeeding at life when they have the right educational foundation. At HJ Sims, we couldn’t agree with you more – which is why we’d like to be your financing partner. HJ Sims has completed more than $19 billion in taxable and tax-exempt financings since its founding in 1935. Our dedicated team of education experts has partnered with people just like you to finance more than $350 million dollars for charter schools.

Financing done right.

80 years of experience has taught us one thing. It’s that personal relationships with clients are the key to success. We work with you as trusted partners and advisors, guiding you through every step of the process. We’ll answer any and all questions you have. In addition, we’ll provide guidance and advice at every opportunity. We’ve built our reputation by being nimble, smart and most importantly, human. You are not just a financing to us and you never will be. You are a unique client with your own vision and needs. We’ll work tirelessly to turn that vision into reality. And, we’ll make sure your financing is always done right.

Helping Schools. Helping Kids.

No matter what kind of financing we’re working on, you can count on our utmost attention. When it comes to charter schools, the importance of what we’re working on evokes an even greater passion to do all that we can for our clients. The right financing can lead to thousands of children living to their full potential and achieving their dreams. Because of this, we’ve made sure that our expertise extends into many areas, including:

  • Providing financing for acquisition, expansion, renovation or refinancing
  • Capital planning
  • Structuring and underwriting transactions
  • Existing debt refinancing
  • Financial modeling
  • Strategic capital and organizational planning
  • Repositioning strategies
  • Bank/private placement financing strategies
  • Debt and asset management
  • Credit enhancement
  • Loan analysis and syndication
  • Advisory services


Why choose HJ Sims?

A third-generation, family-run and privately owned firm with a history of providing tax-free bond financings for new ventures throughout the U.S., HJ Sims is your trusted partner from the very first meeting through the final closing – and beyond. We understand the financial markets, and because we know your business and your need for flexibility, you can count on HJ Sims to be a trusted advisor for objective advice, in your best interest, uninfluenced by transaction goals.

Serving the financing needs of our clients for three generations, HJ Sims brings a wealth of experience – an average of 24 years per banker – that provides us with keen insights into the evolving charter school market. We are nimble and creative, and we tailor solutions and strategies to help you maintain your independence and financial viability.

The strength of our institutional and individual investor distribution capabilities can make the difference for the success of your offering. With thousands of clients who regularly purchase bonds for start-up projects and new organizations, our individual investor capacity is incredibly strong and often results in lower interest rates and more flexible financing options for your school. We deliver the right expertise, the right strategies and the right solutions to meet your needs. Make the right choice, HJ Sims.

Making your vision a reality.

Our passion. Our drive. Our experience. When it comes to choosing a partner to finance your charter school, these are just a few of the reasons you should choose HJ Sims.

To learn more or to start a conversation with one of our education specialists, please contact or call 1-800-HJS-1935.

Please click for a PDF copy of our brochure.
Check the financing rates for charter school new issues.

Arrange a Strategic Planning Session
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Our bankers help you determine your facility financing needs based on who you are, who you serve and what your vision is.

HJ Sims Locations

2150 Post Road, Suite 301
Fairfield, Connecticut 06824
Phone: (800) 457-1935
Fax: (203) 256-2377

2700 N. Military Trail, Suite 400
Boca Raton, FL 33431
Phone: (888) 457-1935
Fax: (561) 368-9401

270 S. Central Blvd., Suite 205
Jupiter, FL 33458
Phone: (561) 620-2180
Fax: (561) 406-2197

Metro Center One
100 Wood Avenue South
Iselin, New Jersey 08830-2716
Phone: (800) 300-9040
Fax: (732) 590-0522

8500 Normandale Lake Blvd, Suite 540
Bloomington, MN 55437
Phone: (888) 803-3430
Fax: (952) 683-7543

1 Calle 1 PH 400 A
Metro Office Park
Guaynabo, PR 00968-1712
Phone: (877) 418-5395
Fax: (939) 399-0160

11325 North Community House Road
Suite 170
Charlotte, NC 28277

Orlando, Florida
Phone: (407) 363-4493
Fax: (407) 363-2036

Austin, Texas
Phone: (512) 519-5000
Fax: (512) 519-5015

Dallas, Texas
Phone: (214) 559-7175
Fax: (214) 559-7103

Rockville, Maryland
Phone: (301) 424-9135
Fax: (203) 418-9083

Philadelphia, Pennsylvania
Phone: (267) 360-6087

Sims Mortgage Funding
Montvale, New Jersey
Phone: (201) 307-9383
Fax: (201) 307-9380