FINANCIAL_SERVICESAPPROVED

Trabuco-Canyon Water District Awards Financial Services Contract to Oppenheimer & Co Inc (August 2026)

Trabuco Canyon Water District engaged Oppenheimer & Co. Inc. as placement agent for its Banner Bank capital financing. The District will pay the firm $27,500 in placement fees from loan proceeds at closing.

Status
APPROVED
Document date
August 8, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Oppenheimer & Co Inc
Agency
Trabuco-Canyon Water District · CA

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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

Scope & details

The full contract record, as filed.

Contract amount
$27,500 (placement agent fees and expenses, paid at closing)
Contract type
FINANCIAL_SERVICES
Contract term
Engagement for placement services related to the 2026 Banner Bank Installment Purchase Agreement
Renewal
Engagement appears limited to this specific financing transaction; no renewal or extension provisions are described.
Document type
AgendaPacket
Source document
Trabuco Canyon Water District Finance/Audit Committee Meeting Agenda Packet 2026-08-13

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Trabuco-Canyon Water District?

Oppenheimer & Co Inc was awarded this financial services contract by Trabuco-Canyon Water District, as recorded on August 8, 2026. The contract value is $27,500 (placement agent fees and expenses, paid at closing).

How much is the Oppenheimer & Co Inc contract with Trabuco-Canyon Water District worth?

The Oppenheimer & Co Inc contract with Trabuco-Canyon Water District is valued at $27,500 (placement agent fees and expenses, paid at closing), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Trabuco Canyon Water District Finance/Audit Committee Meeting Agenda Packet 2026-08-13 (AgendaPacket), dated August 8, 2026 from Trabuco-Canyon Water District. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Oppenheimer & Co Inc hold?

Oppenheimer & Co Inc 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 Trabuco-Canyon Water District currently buying?

Explore Trabuco-Canyon Water District's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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