Our team structures and syndicates loans (cash flow, real estate, asset-based and reserved-base) to provide borrowers with capital to meet their needs.

We offer advisory services and execution capabilities targeting public and private clients in the high-yield and investment-grade markets.

We originate, structure and distribute ABS/CLO bonds to institutional investors operating across a broad range of asset classes.³

We provide a wide range of capital-raising solutions, including IPOs, follow-ons, convertibles and ATM offerings, along with share repurchase capabilities and advisory services.³

We offer a wide variety of services, including sell-side, buy-side, divestiture, debt and equity financing, recapitalizations, growth capital and strategic consulting. Our capabilities include generalist M&A advisory services through Capital One Securities, Inc., and specialist focus in defense, aerospace, technology and healthcare through acquisitions of KippsDeSanto and TripleTree.³

Our team of subject matter experts will help design and implement tailored interest rate, foreign exchange and commodity hedging strategies that work best for your unique financial profile and risk management needs—including market commentary and pricing discovery.

Whether serving as an investor, leveraged lender or community development entity (CDE), we have the knowledge and expertise to understand your project’s goals, anticipate your needs and offer beneficial connections with other industry leaders.

Our institutional equity sales force and trading desk cover more than 400 domestic and international buy-side accounts, while our equity research arm provides institutional research and investment ideas focused on the energy, healthcare, consumer and technology industries.³