George K. Baum & Company is one of the few investment banking firms in the nation focused on the financing needs of the independent school industry. Members of our team have overseen more than 70 independent school bond financings, totaling approximately $1 billion. Our client base includes some of the most established independent boarding schools in the country, including Phillips Academy (Andover, MA), Phillips Exeter Academy (Exeter, NH), and The Thacher School (Ojai, CA), as well as regional day schools such as Oregon Episcopal School (Portland, OR), Palmer Trinity School (Palmetto Bay, FL), The John Cooper School (Woodlands, TX) and Princeton Day School (Princeton, NJ).

Many of our clients have been first-time borrowers, which have greater needs than frequent borrowers. Of our approximately 40 first time borrowers, we would like to congratulate several schools on their recent successful closings, including Boston College High School (Boston, MA), Wilbraham & Monson Academy (Wilbraham, MA), and Kent Denver School (Englewood, CO).

Chuck Procknow, manager of the firm's Independent School Finance Group, has served as the lead banker on more independent school financings than any investment banker in the industry. He and his team are regular speakers at the National Business Officer Association, the National Association of Independent Schools and the Council for Advancement and Support of Education events.

Our team is committed to providing our independent school clients with a superior level of service - before, during and after a particular financing. We view our role as both your investment banker and strategic partner.