FINANCIAL_SERVICESONGOING

Financial Advisor Outlines Parks Bond Financing Plan

Southeastern Investment Securities, LLC, through financial advisor Toby Wagner, presented a capital financing plan for the Parks Bond and a new Public Utilities facility, reflecting an active financial advisory engagement with the City. The minutes do not specify compensation or contract duration.

Status
ONGOING
Document date
April 1, 2025
Contract type
FINANCIAL_SERVICES
Vendor
Southeastern Investment Securities Llc
Agency
City of Port Orange · FL

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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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
Advisory engagement appears active for current capital financing initiatives; renewal or extension terms are not described.
Document type
Minutes
Source document
city-of-port-orange-city-council-meeting-minutes-april-1-2025_e1d.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Port Orange?

Southeastern Investment Securities Llc was awarded this financial services contract by City of Port Orange, as recorded on April 1, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a minutes record.

Where was this contract approved?

This contract appears in city-of-port-orange-city-council-meeting-minutes-april-1-2025_e1d.pdf (Minutes), dated April 1, 2025 from City of Port Orange. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Southeastern Investment Securities Llc hold?

Southeastern Investment Securities Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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What is City of Port Orange currently buying?

Explore City of Port Orange's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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