About Us

Backstrom McCarley Berry & Co., LLC (BMcB) was formed in June of 2002 to provide specialized public finance advisory services to state and local governments along with special districts and financing authorities. The firm is organized as a LLC owned and managed by its three principals. On March 6, 2003, BMcB was approved for membership with the NASD and thereby allowed to expand on its previously offered services. BMcB is approved with the NASD as a municipal securities broker dealer, non-profit securities broker dealer, and government securities broker dealer. BMcB is a minority owned small business certified as a Disadvantaged Business Enterprise.

The professional team at BMcB is experienced in all areas of public finance and transactional structuring. In addition, our team approach to assignments insures that our clients have ready access to seasoned and knowledgeable professionals. BMcB’s principals, Vincent McCarley, Leonard Berry, and Don Backstrom, have had the opportunity to work together as a team for over eight years. Additionally, the firm’s professionals have more than 115 years of collective experience in public finance.

With its main office in San Francisco, CA and a branch office in Indianapolis, Indiana, the primary focus of BMcB is the underwriting, sales, and trading of Municipal Debt, as well as providing financial advisory services to public sector clients. Proud of its capabilities, BMcB, although not one of the largest investment banking firms, has robust credentials in the public finance arena. BMcB has extensive experience in analyzing and structuring a variety of financing transactions, including:

• Capital Projects
• Education
• Environmental Facilities
• General Purpose
• Health Care
• Housing
• Industrial Development
• Infrastructure
• Lease Obligations
• Public Facilities
• Redevelopment
• Revenue
• Transportation
• Utilities
• Water/Wastewater
 


Using state-of-the-art computer systems with specialized municipal financing software, BMcB is capable of converting data into flexible and user-friendly formats for customized analysis and computer modeling purposes. BMcB maintains complete access to Bloomberg Financial Markets Service, Municipal Market Data, Thomson TM3, Dalcomp, and other on-line or Internet services. Highly trained in numerous research applications, BMcB’s staff also utilizes various market data resources as a means to continually sharpen their analytic abilities and market knowledge.


Disclosure: Past performance is no guarantee of future results.