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Miami University Investment Subcommittee Meeting Minutes February 2026

Blue Rose updates Miami University debt capacity analysis

Miami University-MiddletownBLUE ROSE CAPITAL ADVISORSFebruary 26, 2026

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Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

Miami University’s debt financial advisor, Blue Rose Capital Advisors, delivered an updated analysis of the university’s debt profile, borrowing scenarios for a potential arena project, and refunding opportunities for Series 2017 bonds. The advisor also assessed Miami’s Moody’s rating position and estimated $650 million in additional debt capacity at the current Aa3 rating.

Contract Details

Vendor

BLUE ROSE CAPITAL ADVISORS

Agency

Miami University-Middletown, OH

Contract Type

FINANCIAL_SERVICES

Document Date

February 26, 2026

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