Capital Markets
Capital Markets
Our Capital Markets team structures and executes customized financing solutions and advises clients on all aspects of public and private equity and debt transactions.
We advise clients on a broad range of solutions, including refinancings, growth capital, secondary liquidity, buyouts, platform formation, IPOs, joint ventures, liquidity enhancement, capital structure optimization, and project financing. Our independence and objectivity, coupled with our direct and long-standing institutional buyside relationships, shape our market views and strengthen the quality of our execution.
We act as placement agent, bookrunner, or advisor to best meet our clients’ needs across all industries, with our comprehensive product expertise including:
Equity & Equity-Linked
IPOs, Follow-ons, PIPEs, Preferred Equity, Minority-Growth, Pre-lPO, Convertible Preferred Equity, Convertible Debt, and Mandatory Convertibles
Debt
Public/Private Institutional 1st Lien and 2nd Lien Term Loans and Notes, Venture & ARR Financing, Unitranche, Hold Co PIK Notes, Asset-Based Lending, High Grade Private Placements and Infrastructure Financing
Equity Derivatives
Dribbles (ATM and eATM), Stakebuilds, Structured Disposals, Margin Loans, Call Spreads, Structured Share Repurchases, Macro and Single Stock Hedging
Alternative Paths to Market
Hybrid Capital Recapitalizations, 144A Offerings, SPAC IPOs, SPAC PIPEs, SPAC Sellside Advisory, Registered Direct Offerings, and Direct Listings
Real-Time
Market Insights
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.
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 market transactions.
We work closely with our industry bankers and product 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.
Our integrated approach, broad product expertise, high-quality investor relationships and deep market insights allow us to deliver innovative solutions and first-class execution for our clients.