Step Crews & Associates, Inc.

Service Providers: Bond Underwriter
19
schools supported
$ 275,000,000
in financings

  • National

  • more than three years of operating history or one charter renewal
  • charter management organizations
  • stand-alone schools
  • single-site schools

Crews is a fixed-income focused, investment-banking firm with investor clients in every state. They are part of a $8 billion asset privately held bank holding company, First Security. The firm has participated as a managing underwriter in more than $80 billion municipal bond issues throughout the past 10 years. They are actively growing their charter school financings.

Portfolio Statistics
Total Historic Financing$275,000,000+
Number of Schools/Projects Supported19
Minimum Transaction Size$1,000,000

Portfolio Performance
Total Number of Transactions25
Original $$ Amount of Defaults$0
Number of Defaults0
Default Rate (% of Original)0%
Default Rate as % of Total Number of Originations0%

Last Updated: June 2023

Disclosure: Information on this page has been provided by the organization. Any questions related to figures or programs listed should be directed to the contact shown above. Keep in mind that each school’s situation will differ slightly and you’ll need to speak to the contact listed for information specific to your school.