BondResource is the partner of choice for creating and realizing value for the tax-exempt industry. Formed in February 2002, the firm's leadership and staff formerly comprised the Municipal Bond Services Group of Arthur Andersen. PFM Asset Management LLC acquired BondResource in April 2009. BondResource brings extra value to your arbitrage rebate calculations through its unique approach to understanding bond transactions. Our staff is trained to look beyond the transactional activities for optimum allocations and elections where appropriate. The result is a maximization of savings on our client's rebate liability.

The firm's founding Managing Director, Joan DiMarco has over thirty five years' service to the industry, with particular emphasis on arbitrage rebate. Personnel are located in Philadelphia and Harrisburg Pennsylvania.

BondResource

• Services a diverse national client base
• Provides in-depth knowledge of arbitrage tax laws and regulations
• Has the skills to determine the most strategic election alternatives
• Is experienced in recomputations of arbitrage liabilities resulting in significant savings, reduced payment and IRS refunds
• Conducts interactive discussions with issuers, bond counsel, investment bankers, financial advisors and trustees
• Is experienced in streamlining accounting processes to support compliance