About Us

Founded in 1998, SFG was the first interest rate swap/derivative advisor of its kind and remains a preeminent firm in the marketplace. We work with clients that range from the most prestigious and complex issuers in the country to smaller entities with fewer resources. Historically, our clients have generally fallen into one of four segments:

Governmental Entities

States, Cities, Counties, Government Agencies (Housing, Transportation, Utilities, School Districts)

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Non-Profits

Higher Education, Hospitals, Museums, Research Institutions, Endowments

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Corporations and Partnerships

Public and Private Companies, Institutional Investors, Hedge Funds, Family Offices

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Real Estate

Commercial Real Estate Investors, Developers, Property Managers,
Public and Private REITS, Mortgage Brokers

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Our Services

SFG offers a comprehensive suite of advisory services that can be tailored to meet each client’s individual needs.

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.

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