Step Truist Securities

Service Providers: Bond Underwriter
140
schools supported
$ 4,000,000,000
in financings

  • National

  • less than 1 year of operating history
  • more than three years of operating history or one charter renewal 
  • charter management organizations 
  • stand-alone schools 
  • single-site schools 


Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Formed by the historic merger of equals of BB&T and SunTrust, our new company will deliver the best of both companies’ talent, technology and processes.

Since 2015 BB&T Capital Markets and its successor Truist Securities have underwritten more than $4 Billion of financings for more than 140 charter schools across the country.

Key Statistics:

Portfolio Statistics 
Total Historic FinancingOver $4,000,000,000
Number of Schools/Projects Supported More than 140 transactions
Minimum Transaction Size $8,000,0000

Portfolio Performance 
Total Number of Transactions More than 140 transactions 
Original $$ Amount of Defaults $0
Number of Defaults 0
Default Rate (% of Original)0%
Default Rate as % of total number of orginations 0%

Last Updated: August 2021

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.