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More than Investment Banking

Our Capital Markets team structures and executes customized financing solutions and advises clients on all aspects of public and private equity and debt transactions. Transactions for our clients address a broad range of needs, including refinancings, growth capital, secondary liquidity, buyouts, platform formation, liquidity enhancement, capital structure optimization, and project financing. Our independence and objectivity, coupled with our direct and long-standing institutional buy-side relationships, shape our market views and strengthen the quality of our execution. We act as underwriter, bookrunner, placement agent or advisor in order to best meet our client’s needs, with our comprehensive product expertise including: • Equity & Equity-Linked: PIPEs, Preferred Equity, Minority-Growth, Pre-lPO, Convertible Preferred & Debt and Mandatory Convertibles • Debt: Private Term Loans and Notes, Asset-Based Lending, US Private Placements and Infrastructure Financing • Equity Derivatives: Dribbles (ATM and eATM), Stakebuilds, Structured Disposals, Margin Loans, Call Spreads, Structured Share Repurchase. Macro and Single Stock Hedging • Alternative Paths to Market: SPAC IPOs, SPAC PIPEs, SPAC Sell-Side Advisory, Registered Directs and Direct Listings • Our team engages in direct dialogue with a wide range of institutional investors, including private equity, venture and growth capital, mutual funds, hedge funds, alternative asset managers, bank and non-bank lenders, sovereign wealth, insurance, pension funds and family offices. Through regular dialogue and deep, longstanding relationships with a broad and diverse range of investors, we deliver real-time market insights to our clients as we help them structure and effectively execute capital raises. • Our dedicated team consists of seasoned individuals that have expertise across the full suite of products offered, enabling us to deliver product agnostic advice and execution services. We work closely with our industry bankers and Capital Structure Advisory partners to assemble a highly collaborative team that is customized to meet the specific needs of each client while enabling us to pivot as market conditions and client objectives evolve. Throughout the entire deal, from preparation to execution, our clients work with the same team of trusted bankers.

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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.
 

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