Westhoff, Cone & Holmstedt
Established in 1989, Westhoff, Cone & Holmstedt has met the financing needs of our clients through hard work and innovation.
Westhoff, Cone & Holmstedt, located in Walnut Creek, CA, is FINRA and SEC registered and owned and managed by Mark Holmstedt, who is supported by Peter Evans and Robert Martz, both long-term veterans of the municipal finance industry.
We are pleased to announce that all of the Firm's professionals passed the MSRB's pilot Municipal Advisor Representative Qualification Examination (Series 50) exam in the Spring of 2016.
For more details about our personnel, see Professional Staff.
Tony Cone, our longtime friend, colleague, and business partner for 37 years, passed away on February 3, 2016. In tribute to Tony, please see In Memorium.
Westhoff, Cone & Holmstedt provides financial services in its capacity as a tax-exempt and taxable bond Underwriter, Municipal Advisor, and Remarketing Agent depending on the specific needs of our clients.
Our Business Focus
Westhoff, Cone & Holmstedt's areas of financial expertise include solid waste disposal, recycling, and waste-to-energy projects, including private activity bonds; land-secured debt funding infrastructure in support of residential, commercial, and mixed-use development; public and private education including charter schools; regional centers; mobile home parks and low-income housing; and a full range of capital needs related to state and local government finance. For more details, see Areas of Expertise.
Our professionals have a combined 89 years of experience in providing tailored financial advice and solutions and market access in order to meet the capital needs of borrowers in the public finance sector. Our depth of experience underwriting and structuring tax-exempt and taxable securities gives us a broad-based pool of knowledge to draw upon when devising optimal financing strategies for our clients. For more details, see Success Stories.
Since 1994, Westhoff, Cone & Holmstedt has served as Senior Managing Underwriter or Municipal Advisor for more solid waste disposal debt transactions in California than any other firm: 188 issues totaling in excess of $2.5 billion.
Throughout their careers, Westhoff, Cone & Holmstedt’s professionals have recommended and structured long-term, fiscally responsible financing solutions rather than suggesting short-term fixes. Accordingly, pre-planning, financial advice and follow up services are provided by our professionals on a pro bono basis, thereby developing an understanding of our clients' total operating and financial situation, which ultimately results in the structuring of the most efficient long-term financing plan.
Please see Links / Resources for information regarding Westhoff, Cone & Holmstedt's clients' current and recent transactions in the market.
Please see Disclosures for information regarding important disclosures regarding Westhoff, Cone & Holmstedt's business continuity planning, privacy statement, and other legal matters.
Our professionals are all long-time residents of California and the Bay Area in particular. As evidence of our commitment to our local communities, please see Corporate Citizenship.
If you have any questions about our abilities and/or the services we provide, please do not hesitate to contact us.