Independent Financial Guidance for Government Initiatives


October 15th, 2015

Joshua Cooperman

Josh Cooperman has represented municipal issuers, primarily in California, for over 25 years, with emphasis on certificate of participation, lease revenue, water and sewer, and master lease programs, including the State of California, Regents of the University of California, numerous counties, and cities, school districts, county offices of education and community college issuers.  He also specializes in private school and 501(c)(3) conduit financings.

Among his transactions are a long-term tax-exempt cashflow program for Trinity County, to avert potential insolvency, a tax-exempt FHLB-backed variable rate financing for a Bay Area aquarium, a private “direct placement” LOC-optional variable rate program for a private San Francisco Bay Area school, and a variable rate program for a policy institute’s urban center/museum.

He has been a speaker on emerging tax-exempt financing concepts for the California Assn. of County Treasurers-Tax Collectors and the California Assn. of School Business Officials, as well as serving on their boards and as section chair, and is co-author of Leasing:  Their Form and Function, a sourcebook on municipal lease concepts and programs, published by the California Debt and Investment Advisory Commission, through the California State Treasurer’s Office.

He is a graduate of Stanford University and Stanford Law School, and attended the New York University LLM Program in Taxation.   He is also a member of the California and New York bars.

To speak to an Acacia Professional, please call
our main office at 856-234-2266.