About Us
States, Cities, Counties, Government Agencies (Housing, Transportation, Utilities, School Districts)
Higher Education, Hospitals, Museums, Research Institutions, Endowments
Public and Private Companies, Institutional Investors, Hedge Funds, Family Offices
Commercial Real Estate Investors, Developers, Property Managers,
Public and Private REITS, Mortgage Brokers
Our Services
Derivative / Hedging Advisory
Hedging Strategy, Product and Counterparty Selection,
ISDA Negotiation, Best-in-Class Execution.
Bond Pricing and Financial Advisory
Tax-Exempt and Taxable Bond Offerings,
Private Placements, Credit
Facilities.
Dodd-Frank Compliance
Navigate Dodd-Frank and CFTC Regulatory Requirements,
ISDA Protocol Adherence, LEI/GMEI Registration.
GASB / FASB Accounting
Fair Value and MTM Valuations,
Hedge Effectiveness Testing, Financial Reporting,
Credit Value Adjustments.
ISDA Documentation Negotiation
Experienced negotiation and thorough review of all pre-trade and post-trade documentation.
Expert Witness / Litigation Support
Expert support on disputes relating to municipal bonds and derivatives, and LIBOR related settlements.
Derivative & Debt Portfolio Reporting
Customizable Valuation, Collateral, and Risk Exposure Reporting with Key Event Tracking.
Capital Market Solutions
Comprehensive Interest Rate, Credit, Commodity
and Foreign Exchange Risk Management.
Strategic Advisory
Mergers & Acquisitions, Public-Private
Partnerships (P3’s), Enterprise Valuations, Restructurings.