Town of Carlton Landing Economic Development Trust Agenda Packet 2026-05-16
BOK Financial Securities named financial advisor for 2026 TIF note
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Description
The Carlton Landing Economic Development Trust engaged BOK Financial Securities, Inc. as financial advisor for the $6 million Subordinate Lien Tax Increment Revenue Note, Taxable Series 2026. The firm will receive 0.5 percent of par plus $1,500 in expenses for advisory support on the financing.
Contract Details
Contract Amount
0.5% of par amount of the Note plus $1,500 expenses
Vendor
BOK FINANCIAL SECURITIES INC
Agency
Town of Carlton Landing, OK
Contract Type
FINANCIAL_SERVICES
Document Date
May 16, 2026
Contract Term
For financial advisor services for Series 2026 Note issuance
Renewal Info
Engagement covers advisory services for this specific Series 2026 Note issuance; no ongoing renewal terms described.
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