Invoke Strategic Solutions is a specialized finance consulting firm serving local governments and private developers. We exist to provide the rigorous, independent financial expertise that complex public finance decisions demand.
Invoke was founded on a straightforward premise: local governments and developers deserve financial advisors whose only obligation is to them. Not to underwriters. Not to lenders. Not to any transaction.
We built this firm to provide the kind of candid, sophisticated financial counsel that helps communities make sound decisions — and helps developers navigate the complex intersection of public finance and private development with clarity.
Every engagement we take is led by senior consultants who have spent careers in municipal finance. We do not staff projects to junior analysts. We do not take on more work than we can do well. And we do not tell clients what they want to hear when the numbers say something different.
Work With UsWe are compensated exclusively by our clients. We have no financial relationship with any underwriter, lender, broker, or developer. That independence is not incidental — it is the foundation of the advice we give. Our analysis is structured to serve your interests, full stop.
We will tell you when a deal doesn’t work. We will flag assumptions that are too optimistic, risks that are not adequately priced, and structures that expose you to long-term liability. Our clients hire us precisely because we give them the unvarnished analysis they need to make good decisions.
We do not believe in one-size-fits-all service models. A small general law city and a large home-rule municipality have fundamentally different needs and budgets. We scope and price every engagement to fit the actual work — not a pre-packaged retainer built for a different client.
Our clients govern communities and build projects that last decades. We bring that same time horizon to our analysis — modeling the 10- and 20-year implications of today’s decisions, not just the immediate transaction. Sound finance is always a long game.
Complex finance should not require a translator. We present our analysis in clear, plain language that governing bodies, developers, and the public can understand and evaluate. Jargon is not sophistication — clarity is.
We stand behind our work. Every recommendation, projection, and analysis we deliver is supported by documented methodology, transparent assumptions, and the professional judgment of consultants who put their names on what they produce.
We do not have a playbook we apply to every client. Each community and each project is different, and our work reflects that. What stays constant is our process for understanding your situation before we offer any recommendations.
We start by listening. We read your existing financial documents. We ask about your governing body’s priorities and risk tolerance. We understand your history before we talk about your future. That groundwork is what makes our advice useful rather than generic.
We review your existing financials, budgets, debt obligations, and any relevant prior analyses before making a single recommendation.
We build the financial models, projections, and scenario analyses your situation requires — documented, auditable, and built to survive scrutiny.
We tell you what we think you should do and why — with full transparency about the assumptions, risks, and trade-offs involved in each option.
We stay engaged through execution — coordinating with bond counsel, auditors, financial institutions, and other parties to see the work through.
For clients who want a long-term partner, we offer ongoing advisory retainers that provide continuous access to senior-level financial expertise as needs evolve.
Many finance consultants derive a meaningful portion of their revenue from underwriting fees, placement fees, or referral arrangements with financial institutions. Those arrangements create incentives that may not align with client interests. Invoke has none of them. We earn fees only from the clients we serve, which means our only incentive is to give you the best possible advice.
At larger consulting and advisory firms, senior partners win the business and junior staff do the work. At Invoke, the consultants you meet in the proposal process are the consultants who do your work. Every file is handled by professionals with deep municipal finance experience — because your community deserves nothing less.
Most finance consultants work exclusively on one side: either advising municipalities or advising developers. We work with both, which gives us a uniquely complete understanding of how public-private transactions actually work — what governments need, what developers need, and where the deals that serve both can be found.
Large advisory firms are structured for large clients. Small communities often get under-resourced service or standardized products that don’t fit their situation. Invoke was built to serve the full range of local governments — from small general law cities to large home-rule municipalities — with engagements scoped to the actual work at hand.
Cities navigating limited revenue options and state-imposed budget constraints with expert advisory support.
Larger cities requiring sophisticated long-range planning, complex debt structures, and enterprise fund management.
Utility districts, hospital districts, and other special-purpose entities with distinct financial reporting and compliance needs.
Development firms seeking municipal finance expertise to navigate public processes, incentive structures, and P3 negotiations.
Tell us about your community or project and we’ll follow up within one business day to discuss how Invoke can help.
Start the ConversationInvoke Strategic Solutions is a specialized finance consulting firm serving local governments and private developers. We exist to provide the rigorous, independent financial expertise that complex public finance decisions demand.
Invoke was founded on a straightforward premise: local governments and developers deserve financial advisors whose only obligation is to them. Not to underwriters. Not to lenders. Not to any transaction.
We built this firm to provide the kind of candid, sophisticated financial counsel that helps communities make sound decisions — and helps developers navigate the complex intersection of public finance and private development with clarity.
Work With UsWe are compensated exclusively by our clients. We have no financial relationship with any underwriter, lender, broker, or developer. That independence is not incidental — it is the foundation of the advice we give.
We will tell you when a deal doesn’t work. We will flag assumptions that are too optimistic and structures that expose you to long-term liability. Our clients hire us because we give them the unvarnished analysis they need.
We do not believe in one-size-fits-all service models. We scope and price every engagement to fit the actual work — not a pre-packaged retainer built for a different client.
Our clients govern communities and build projects that last decades. We bring that same time horizon to our analysis — modeling the 10- and 20-year implications of today’s decisions, not just the immediate transaction.
Complex finance should not require a translator. We present our analysis in clear, plain language that governing bodies, developers, and the public can understand and evaluate. Clarity is sophistication.
Every recommendation, projection, and analysis we deliver is supported by documented methodology, transparent assumptions, and the professional judgment of consultants who put their names on what they produce.
We do not have a playbook we apply to every client. Each community and each project is different, and our work reflects that. What stays constant is our process for understanding your situation before we offer any recommendations.
We start by listening. We read your existing financial documents. We ask about your governing body’s priorities and risk tolerance. We understand your history before we talk about your future.
We review your existing financials, budgets, debt obligations, and any relevant prior analyses before making a single recommendation.
We build the financial models, projections, and scenario analyses your situation requires — documented, auditable, and built to survive scrutiny.
We tell you what we think you should do and why — with full transparency about the assumptions, risks, and trade-offs involved in each option.
We stay engaged through execution — coordinating with bond counsel, auditors, financial institutions, and other parties to see the work through.
For clients who want a long-term partner, we offer ongoing advisory retainers that provide continuous access to senior-level financial expertise as needs evolve.
Many finance consultants derive revenue from underwriting fees, placement fees, or referral arrangements with financial institutions. Invoke has none of them. We earn fees only from the clients we serve, which means our only incentive is to give you the best possible advice.
Most finance consultants work on one side: either advising municipalities or advising developers. We work with both, giving us a complete understanding of how public-private transactions work and where deals that serve both sides can be found.
Large advisory firms are structured for large clients. Invoke was built to serve the full range of local governments — from small general law cities to large home-rule municipalities — with engagements scoped to the actual work at hand.
Cities navigating limited revenue options and state-imposed budget constraints with expert advisory support.
Larger cities requiring sophisticated long-range planning, complex debt structures, and enterprise fund management.
Utility districts, hospital districts, and other special-purpose entities with distinct financial reporting and compliance needs.
Development firms seeking municipal finance expertise to navigate public processes, incentive structures, and P3 negotiations.
Tell us about your community or project and we’ll follow up within one business day to discuss how Invoke can help.
Start the Conversation