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OUR FEATURES

Asset Association, Where Money Meets Efficiency

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Liquidity enhancement strategies

We are committed to providing insights into investment banking and the wider world of finance, economics and markets. Coverage spans industry sectors and product groups including healthcare, technology, M&A, shareholder engagement and more

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Capital structure optimization

Within investment banking, the firm works with a broad range of issuer clients, including high growth companies, corporations, institutions and governments, to deliver comprehensive strategic advice, capital raising and risk management expertise that match their scale and needs

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Capital raise advisory and execution

Serving clients holistically in partnership with the Industry Coverage and M&A groups. The firm offers a wide range of global services, from origination and structuring to financing and syndication.

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Debt management advisory

Advising corporations and institutions of all sizes on mergers and acquisitions, meeting the most complex strategic needs in local markets as well as on a global scale

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Liability management

Help clients to structure and execute complex infrastructure transactions across investment banking and markets businesses

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Cross-border and international restructurings

The Corporate Advisory & Sustainable Solutions (CASS) team is committed to helping clients accelerate and amplify their impact in the global economy, while navigating the shifting industrial policy

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Our Team

We Excel

We provide global strategic advisory and distribution to private fund sponsors including primary fundraising, tailored capital raise solutions, and secondary market advisory including continuation funds. Our Private Funds Advisory team has extensive experience accessing private institutional capital on behalf of sponsors across a wide variety of fund types. The team’s capabilities are fully integrated with our global platform, ensuring the broadest possible marketing efforts for our clients. Combined with the Firm’s leading financial sponsor franchise, sector expertise and M&A capabilities, we deliver a range of strategic, customized solutions to our clients across a wide range of strategies, including buyout, growth, real assets, special situations and sector specific strategies.

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Investment Banking

Not all financial advisors are fiduciaries. Only fiduciaries are legally bound by the SEC to put the interests of their client first. We are proud to be trusted, ethically-bound fiduciaries. As a large investment bank, we pick and choose freely from the full offerings of the market to best meet our clients’ needs. And we operate on a transparent advisory fee only basis.

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Planning

At our bank, we use cutting-edge technology to help create tailored financial plans for each client. Great financial planning takes the uncertainty out of your financial future. We also understand that wealth is about more than money—so we dig deeper to get a better view of what our clients want out of life

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Our Experienced Team

We’re unique, with a tight-knit independent team to give personal attention to each client we serve. Our independent advisor professionals pool over 100 years of education and advisory experience to create a life plan you can trust.

Our Leadership

New Technology for a New World

"Strategic investment banking services and solutions for global clients across the technology ecosystem"

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Technology Investment Banking

Invest Now

"Our center of excellence that provides clients the data and firmwide expertise needed to navigate the challenges of transitioning to a low-carbon future."

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Center for Carbon Transition

Green Company

"Spurring additional capital to advance the UN Sustainable Development Goals"

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Development Finance Institution

New Future

"Investment banking is a unique, challenging and rewarding career path. Working to facilitate capital funding across various industries and markets, investment bankers will advise clients and execute transactions with care and precision."

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Vision

Finance Analyst

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Our Expertise

Why Us?

We leverage an extensive range of tools and market experience to achieve our clients’ goals via public and private debt exchanges, tenders and repurchases, new money financings, negotiated recapitalizations, official and unofficial judicial processes to:
•    Optimize/ deleverage balance sheets and provide maximum operating flexibility;
•    Address financial and operating challenges as a result of business performance;
•    Improve debt covenants with lenders and bondholders;
•    Take advantage of opportunities associated with market volatility and security prices;
•    Enhance liquidity; and
•    Raise new capital in all forms of debt and equity.
Since 2008, we have executed over 600 engagements totaling $1.2 trillion in value. We are a market-leader in “out-of-court” liability management, with over 60% of our company-side engagements having been completed out-of-court. Over the first 18 months of the COVID-19 crisis, we assisted our clients in raising over $100 billion in debt and equity to bolster balance sheet liquidity, address near-term debt maturities and refinance more costly debt.
 

Hear about investment banking careers from our executives

For customer service, careers, media and more, please see the contact information below.

Propel your financial institution further, faster From banks and broker dealers to asset and credit managers, insurers and fintechs, we can help you grow your business.

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