We understand the unique challenges schools face because we've lived them. Our team brings experience as charter school founders, board members, administrators, authorizers, parents, and financial advisors. We've worked alongside schools at every stage—from initial planning and authorization to facility development, financing, and long-term growth.

Finance is complicated, especially when managing the funding needs of a charter school. Our team combines deep financial experience from working in the private financial industry for 12 years with a unique understanding of the charter school landscape, helping you secure the best possible financial solutions tailored to your needs. 

Our team consists of licensed professional financial advisors with the expertise and legal authority to navigate complex regulations and create the best financial strategies for your school. You’re not just working with experts—you’re working with professionals who are held to the highest standards in the industry. Our advisors work together on all our projects, putting your project under the watchful eyes of multiple professionals at once. 

As fiduciaries, our responsibility is to act in your best interest. We’re not just consultants—we’re advocates for your school’s well-being during the financial process and after closing. Our commitment is to safeguard your financial health, ensuring that every decision made is good for the school. You can trust us to guide you with integrity, transparency, and a focus on securing the resources and terms you need to thrive. This separates us from an underwriter who is legally required to look out for the investor's interests and not the schools. 

RoundTable brings hands on experience developing school facilities from early planning and site selection through design, construction, and occupancy. We help schools evaluate opportunities, assemble the right project team, manage costs and timelines, and navigate the many decisions required to turn a facility vision into a successful school building.

Traditional developers can play an important role, but their model is not the only option. RoundTable brings professional development expertise to the school’s side of the table, helping leaders maintain greater visibility and control over project decisions, costs, financing, and long term facility strategy. Our goal is not to sell a building. It is to help the school develop the right one.

Funding is the lifeblood of any school, and you need options that align with your unique needs. We offer a variety of funding options — whether that's bonds, loans, grants, USDA deals, or mission-based lending sources. Our solutions are designed to help you achieve your goals without overextending your finances. Whether you’re looking to build, expand, or improve your facilities, we provide flexible solutions that ensure you have the financial resources to make your vision a reality. 

Affordability matters. That's why we work tirelessly to secure the lowest possible interest rates at a reasonable fee for your school. We know that every dollar counts and our commitment is to help you get the funding you need while keeping costs down. This ensures that you have more resources available to invest back into your school, whether it’s for new programs or better facilities. 

We’re passionate about the charter school movement because we believe in the power of choice and the future of education. Our mission isn’t just to provide services—it’s to be a part of something bigger. We’re invested in helping charter schools like yours grow, thrive, and make a real impact on communities. When you work with us, you’re partnering with a team that shares your vision for education reform. 

By managing your school’s finances effectively and securing affordable funding, we ensure that more money goes back into the classroom where it belongs. 

Your school’s needs are unique, and we understand that flexibility is key. That’s why we offer flexible services that can scale with you as your school grows or adapts to changing circumstances. Whether you need a full-service solution or just specific financial expertise, we tailor our services to fit your needs and ensure you have the right support at every stage of your school’s journey. 

Although we offer flexible services, we recommend an integrated, holistic approach to managing your school’s finances and facilities. Our services can work together to provide comprehensive solutions that save you time, reduce complexity, and ensure everything works seamlessly. Whether you need financial advice or construction oversight, we have you covered—all under one roof.

At the heart of everything we do is our team of friendly, approachable, and knowledgeable staff who genuinely care about your success. We don’t just work with you—we build a relationship based on trust and respect. Our personable approach means that you’ll always feel heard, supported, and understood.

Transparency and communication matter to school leaders. We promise to keep you informed and involved at every step of the process. Whether it’s providing regular updates or ensuring you understand the financial decisions being made, we won’t leave you in the dark. We’re always here to answer your questions and keep you in the loop, so you feel confident in the decisions being made for your school’s future.