Loop Capital is pleased to announce the addition of nine new members to its Municipal Bond team, reinforcing the firm’s commitment to growth and excellence in this critical sector. This expansion covers key areas – Public Finance, Municipal Underwriting, and Sales – in four major offices, bringing fresh expertise and regional coverage to better serve clients nationwide.
“Our latest additions reflect the firm’s confidence in the Municipal Bond market and dedication to delivering exceptional service to our clients and customers,” said Jim Reynolds, Chairman and CEO of Loop Capital. “Given record issuance volume over the past two years, we remain bullish on the industry’s trajectory.”
Bo Daniels, Loop Capital’s Head of Public Finance, added: “We are focused on providing value-added ideas, superior distribution, and exceptional execution for our clients. These hires strengthen our capabilities in regions and sectors poised for even more growth. We continue to add experienced, talented professionals who share the firm’s ‘client first’ business culture.”
In New York, Marc-Adrien Mandich, Vice President (ex-Wells Fargo), enhances the New York account coverage efforts with a focus on providing technical modeling and execution. Sagar Kharche, Senior Vice President, joined the firm’s Housing Group from cfX, a leading financial advisory firm to Housing Finance Agencies, to deliver unique financing solutions to HFAs throughout the country. Charlie Reed, Senior Vice President, will lead Loop Capital’s Competitive Underwriting practice following 34 years at Citi. Brandon Goldberg, Associate (ex-Ipreo), joins the Underwriting Desk to support both the negotiated and competitive businesses.
In Chicago, Drew Davidhizar, Senior Vice President (ex-Baker Tilly, ex-Citi), will lead the Energy and Public Power initiatives. Matt Webb, Vice President brings his expertise from Goldman Sachs in financing stadiums and sports facilities to serve the firm’s clients nationally. Steve Montgomery, Senior Vice President, joins the firm from Piper Sandler as a sales professional.
In Dallas, Alex Palazzolo, Vice President (ex-Stifel, ex-Wells Fargo), will cover mid-market clients and school districts throughout Texas, while Taylor Greene, Senior Vice President, joins Loop Capital’s Sales team in Boston with 37 years of industry experience, most recently at Mesirow.
Loop Capital is ranked among the top municipal underwriters in 2025, senior managing over $10 billion year-to-to date according to LSEG data, a 67% increase in volume over 2024. The firm has participated in more than $1 trillion in transactions nationwide overall.
About Loop Capital: Loop Capital is a full-service investment bank, brokerage, asset management, and advisory firm serving corporate, governmental, and institutional clients globally. Founded in 1997 with six professionals, Loop Capital has grown into a global financial services leader with nearly 300 employees.
Learn more at www.loopcapital.com or contact us at media@loopcapital.com
Loop Capital Asset Management has been named the 2025 Manager of the Year in the Domestic Core Fixed Income category by Emerging Manager Monthly in its April 2025 issue.
We are especially grateful for the trust and support of our clients, whose partnership makes achievements like this possible.
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Diversity and inclusion (D&I) continues to be a central tenet of Loop Capital Markets. Founder and CEO Jim Reynolds recently hosted a lively discussion during our 2025 Investor Conference on how diverse entrepreneurs are navigating D&I in the current environment. Panelists included:
· Mark Monroe, Managing Partner, From the Culture & Co-Creator of The Come Up Series
· Evan Poncelet, Managing Partner, Dreamward Ventures & Executive Director, Venture Black
· Ade Adesanya, Co-Founder and President, Movn Health & Founder, CleanCut Health
· Debrena Jackson Gandy, Author, Business Consultant, Strategic Marketing Coach, and Self-Care Consultant
You can watch a replay of the panel here.
Diversity and inclusion (D&I) continues to be a central tenet of Loop Capital Markets. Please join us for a lively discussion on Monday, March 10th at 11:00 AM ET hosted by Founder and CEO Jim Reynolds on how diverse entrepreneurs are navigating D&I in the current environment.
Panelists will include:
The following is a link to the panel: https://tinyurl.com/4yndzp4t.
On February 13, 2025, Loop Capital Markets acted as a senior co-manager on a $1 billion junior subordinated notes offering for Exelon Corporation. The 30-year bond is rated Baa3/BBB.
Use of proceeds are earmarked for general corporate purposes and debt repayment.
On February 11, 2025, Loop Capital Markets acted as a co-manager on a three-tranche, $1.8 billion senior unsecured notes offering for Zimmer Biomet Holdings, Inc. The bonds are rated Baa2/BBB/BBB across 2-, 5- and 10-year tranches.
Use of proceeds are earmarked for general corporate purposes, share repurchase, debt repayment and acquisition financing.
We are excited to be hosting the 6th Annual Loop Capital Markets Investor Conference March 10th (virtual) and March 11th (The Lotte Palace Hotel in NYC). We expect to host 120+ companies for 1×1 and group meetings. There will also be selected panel presentations. Please contact your Loop Capital Markets representative for additional information.
On February 10, 2025, Loop Capital Markets acted as a co-manager on a $500 million senior unsecured notes offering for Textron Inc. The 10-year bond is rated Baa2/BBB.
Use of proceeds are earmarked for general corporate purposes and debt repayment.
On February 10, 2025, Loop Capital Markets was mandated as an active co-manager on a six-tranche, $6.5 billion senior unsecured notes offering for Eli Lilly and Company. The bonds are rated Aa3/A+ across 3-, 5-, 7-, 10-, 30- and 40-year tranches.
Use of proceeds are earmarked for general corporate purposes, debt repayment and acquisition financing.
On February 10, 2025, Loop Capital Markets acted as a co-manager on a two-tranche, $2 billion senior unsecured notes offering for Union Pacific Corporation. The bonds are rated A3/A-/A- across 10- and 30-year tranches.
Use of proceeds are earmarked for general corporate purposes, share repurchase and capital expenditures.
