Our Services

Higher Education Financial Advisory

BWC is committed to providing expert strategic consulting and sound financial advisory to higher education institutions. Colleges and universities are critical economic engines in the communities they serve. Academic institutions have a responsibility to fulfill their academic missions and meet the needs of their students and faculty. To achieve sustainability in the increasingly competitive higher education landscape, we believe these institutions must also view themselves as enterprises and manage to the triple bottom line. The wealth and success of the communities in which they exist is inextricably tied to the sustainability of the institution itself. We have worked with numerous colleges and universities to implement and/or strengthen sound, ongoing financial management practices and to execute large-scale projects and financings. BWC builds the capacity of institutions to strategically finance their ongoing capital needs while keeping in focus the academic goals and mission.

Project Planning and Support

We work with clients at the various stages of capital project planning to ensure strategic alignment and make sound financial decisions. We will assess the feasibility and impact of planned projects; conduct financial modeling and analysis including pro forma projections and sensitivity analysis, perform budget reconciliations, develop draw schedules; and Identify potential financial and operational risks and mitigants related to the project. We provide ongoing support to the project team through the construction and financing process.

Financial Planning

We work with clients to design and implement internal processes to make financial decisions that further the academic and business goals of the institution. Colleges and universities can often do a better job of integrating capital and operating budgets with the academic/strategic planning of their institutions. If they do this integrated planning well, they can feel more confident that they are allocating often-limited resources to their highest and best uses. We work with clients to develop frameworks that can be used to prioritize capital needs and to identify and implement more effective strategic/operating/capital planning processes for better integration.

Ratio Analysis

We will identify core financial ratios that institutions can use on an ongoing basis for planning and ongoing sound financial management. We work with institutions to identify their key ratios based on their goals and mission. Ratios will then be calculated and reported annually or when significant financial transactions occur such as new debt issuance, accounting changes, etc.

Debt Policy/Planning

We work clients to write and implement debt policies. Debt policies guide the strategic decision making of colleges and universities and define how and in what instances they will use debt and other financial products to finance the capital needs of the institution. Debt policies often strengthen the credit profile of institutions because they demonstrate, both internally and externally, that debt is being managed soundly.

Debt Issuance Financial Advisory

We assist our clients in building the business case they need to support their plans to issue debt and we advise institutions on the entire debt issuance process from the planning stages to transaction execution including: analyzing and/or preparing various financing structures and pro forma projections; evaluating financing structures and products pitched by underwriters; guiding institutions through the rating agency process including ratio analysis, preparing rating agency presentation, prepping staff for rating agency meetings/interviews, etc.; assistance in choosing an underwriter (could include running an RFP process); reviewing and advising on bond documents and structures; advising on bond pricing; and assistance in communicating with Trustees.

Our Services

  • Project "Operationalization"
  • Public/Private Partnership Strategy
  • Organizational Capacity Building
  • Business Enterprise/Project Support and Analysis
  • Structured Layered Financing

  • Project Planning and Support
  • Financial Planning
  • Ratio Analysis
  • Debt Policy/Planning
  • Debt Issuance Financial Advisory

  • Business Planning/Strategy Development
  • Operating Strategy Development
  • Interim Management
  • Mergers & Acquisitions/Divestiture/Harvest Strategy
  • Joint Ventures/Alliances/Partnership Planning & Execution

© BWC Consulting.
All Rights Reserved.

Contact Information

North Carolina Office:
P.O. Box 5183
Greensboro, NC 27435
Phone: 336.691.5786
Fax: 919.688.8478
Email: info@bwcconsulting.com
This is the right slidebar content