An Ally in Raising Capital

Capital fuels growth and provides flexibility. Our longstanding relationships with financial institutions and their investors, combined with carefully tailored offering structures, are the right formula to achieve successful capital planning. Faced with unprecedented operating and regulatory challenges, financial institutions have increasingly sought to add capital to their balance sheets or recapitalize and have turned to us.

Finding Options

We work with our clients to analyze capital structures, review alternatives, and select the optimal mix of capital offerings. We serve as objective advisors who present a range of equity and debt financing options to help clients add value in each stage of a transaction.

Transactions since 2001

Our services are distinguished by:

  • Seasoned professionals dedicated to helping clients understand the issuance landscape and determine the most appropriate capitalization structure;
  • Solid relationships with the most important institutional equity, private equity and convertible investors;
  • Market judgments informed by a comprehensive understanding of financial companies; and
  • Best-in-class syndication and execution.   

Bob Kleinert, 
Managing Principal

Head of Capital Raising Group