David Taussig & Associates, Inc.

What David Taussig & Associates, Inc. does

David Taussig & Associates, Inc. (DTA), founded in 1985 and headquartered in Irvine, California, is a public finance, assessment engineering, and development economics consulting firm serving U.S. public agencies, land developers, and property owners. DTA specializes in the formation and ongoing administration of land-secured financing districts — primarily Mello-Roos Community Facilities Districts (CFDs), Assessment Districts, Enhanced Infrastructure Financing Districts (EIFDs), Public Improvement Districts (PIDs), and Property Assessed Clean Energy (PACE) programs. The firm has been involved in the formation of more than 2,000 public finance districts with bond authorizations exceeding $60 billion cumulatively since inception, and currently administers more than 750 special districts across 10+ states. DTA also administers Property Assessed Clean Energy (PACE) programs representing more than 90% of California's PACE industry by loan volume, with approximately $4 billion in PACE loans currently serviced across California, Florida, and Missouri.

Name

David Taussig & Associates, Inc.

Legal name

David Taussig & Associates, Inc.

Website

https://financedta.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

101–250 employees

Short description

David Taussig & Associates (DTA) is a U.S. public finance consulting firm founded in 1985 that forms and administers land-secured financing districts — including Mello-Roos CFDs, Assessment Districts, PIDs, and PACE programs — for cities, counties, school districts, and land developers across 10+ states, currently administering 750+ districts.

Ownership category

akta.pro rank

Product category

Public Finance Consulting

NAICS

Research and Development in the Social Sciences and Humanities (54172)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Association Maintenance, Vendor & Capital Project Management (BPAJAHAM)

akta.pro secondary industry

Association Compliance, Governance & Board Support Services (BPAJAHAN)

Keywords

• Public finance consulting
• Special district administration
• Community facilities districts
• PACE program administration
• Development impact fees

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. Public Finance Consulting Services: DTA provides consulting services for formation and implementation of special finance districts including CFDs, Assessment Districts, EIFDs, and other public financing mechanisms. Services include fiscal impact analyses, economic impact analyses, development impact fee studies, and project feasibility studies.
2. Special District Administration Services: DTA provides annual levy and collection of special taxes and assessments for financing districts, bond disclosure and dissemination services, and ongoing administration for over 750 special districts.
3. PACE Program Administration: DTA serves as administrator for PACE programs, currently servicing almost $4 billion in PACE loans secured by over 180,000 parcels in California, Florida, and Missouri. Administers more than 90% of PACE loans in California.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

David Taussig & Associates, Inc. (DTA) is a public finance, development economics, and assessment engineering consulting firm that plans, forms, and administers land-secured financing districts including Mello-Roos Community Facilities Districts (CFDs), Assessment Districts, EIFDs, and PACE programs. The firm also provides fiscal and economic impact analyses, development impact fee studies, property tax management, bond disclosure services, construction management, and project feasibility studies for public agencies and private developers. DTA's operations are supported by PaceAnalytics, a proprietary cloud-based special district administration software developed in-house.

Product overview

DTA is a public finance, development economics, and clean energy bond consulting firm offering a portfolio of professional services centered around public finance district formation, administration, and management. The company's primary proprietary technology is PaceAnalytics, a cloud-based special district administration software. DTA's core services include Community Facilities Districts (CFD) formation and administration, Property Assessed Clean Energy (PACE) program administration, fiscal and economic impact analyses, development impact fee studies, property tax management, bond disclosure services, public finance construction management, and project feasibility studies. The firm serves over 750 special districts across more than 10 states and has been involved in the formation of over 2,000 public finance districts with bond authorizations exceeding $60 billion since 1985.

Differentiator

Problem solved

Functional benefit

Products and services

• PaceAnalytics
• Community Facilities Districts (CFD) Formation and Administration
• Property Assessed Clean Energy (PACE) Programs
• Fiscal Impact Analyses
• Economic Impact Analyses
• Development Impact Fee Studies
• Property Tax Management and Due Diligence
• Bond Disclosure and Dissemination Services
• Public Finance Construction Management
• Project Feasibility Studies
• Public-Private Partnership Financing

Quantifiable outcome

• Over $60 billion in bond authorizations from 2,000+ public finance districts since 1985
• +3 more outcomes

Named customers10 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• California Statewide Communities Development Authority (CSCDA)coreStrategic or Co-development PartnerDTA serves as Assessment Engineer and Administrator for CSCDA's Statewide Community Infrastructure Program (SCIP), which pools together small Assessment Districts on a statewide basis to achieve economies of scale. DTA also works with CSCDA on flood control financing programs.
• Coachella Valley Water DistrictcoreStrategic or Co-development PartnerDTA is developing a flood control financing program with the City of Cathedral City, Coachella Valley Water District, and CSCDA to enable development to proceed north of the 10 Freeway.

Scale indicators12 records

Recent moves7 records

Expansion highlights7 records

Broad incumbents

• Stantec: Stantec is a large global engineering, architecture, and environmental services firm with a meaningful North American municipal infrastructure and community development practice. It is a broad incumbent rather than a direct PACE/specialist peer, but overlaps on municipal advisory, district formation, and infrastructure-related engagements.
• Harris & Associates: Harris & Associates is a California-based engineering and management consulting firm serving public agencies with municipal infrastructure, construction management, and district-related advisory services. It is a broader incumbent that overlaps with DTA on construction management and public works engagements.

Direct peers

• KNN Public Finance: KNN Public Finance is one of the largest independent municipal advisors in the U.S., providing services to cities, counties, school districts, and special districts on bond issuance, special taxes, and assessment financing. It is a direct peer to DTA's municipal advisory and district formation practice.
• Ygrene Energy Fund: Ygrene is a leading national PACE program administrator with active programs in California, Florida, and other states, directly competing with DTA for PACE administration mandates. Ygrene's HERO program has been one of the largest PACE originators and overlaps DTA's California dominance.
• PACE Funding Group: PACE Funding Group (formerly known as figtree Financing Solutions) is a PACE program administrator operating commercial and residential PACE programs across multiple states, directly competing with DTA in PACE program administration and property tax administration services.
• Renew Financial Group: Renew Financial is one of the largest PACE program administrators in California and nationally, directly competing with DTA in the PACE administration market. It administers PACE programs serving commercial and residential property owners for energy efficiency, seismic, and resiliency upgrades.
• Willdan Group, Inc. Willdan is a publicly traded professional services firm providing engineering, planning, and financial consulting to public agencies, with significant overlap in municipal infrastructure financing, district administration, and public-sector energy programs. It is the closest publicly comparable peer to DTA in terms of services, customers, and business model.
• Spruce Finance: Spruce Finance (formerly EnergySavvy) operates residential PACE programs in multiple states including California and is a direct competitor in PACE program design, administration, and property-tax-based repayment infrastructure.
• NHA Advisors, LLC: NHA Advisors is an independent public finance advisory firm specializing in K-14 education, community colleges, and municipal clients, providing bond underwriting oversight, CFD/assessment district formation, and fiscal advisory services. It competes with DTA on many of the same special district and public finance mandates.
• Fieldman, Rolapp & Associates: FRA is an independent municipal advisory firm providing financial advisory services to cities, counties, school districts, and special districts on debt issuance, special taxes, and assessment districts. It is a closely comparable public finance advisory peer for DTA's bond-consulting and district formation work.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about David Taussig & Associates, Inc.