We provide capital markets advisory services based on expertise from transaction experience and longstanding client relationships across all sectors, including investor-owned utilities, energy, information technology, health care, pharmaceuticals, financial services, consumer products, communication services, industrials, defense & aerospace, consumer staples, real estate, and basic materials.

We provide strategic capital raising and advisory services to individual private capital transactions.

RECENT TRANSACTIONS
HSBC Feb 2025
Citi Feb 2025
Barclays Feb 2025
American Water Feb 2025
New York Life
HSBC 1 Nov 2024
HSBC 2 Nov 2024
BP Nov 2024
Citi Nov 2024
State Street Oct 2024
BNY Nov 2024
3. Morgan Stanley July 2024
Barclays Sept 2024
2. Citi July 2024
1. Wells Fargo July 2024
Analog Devices April 2024
Morgan Stanley April 2024
State Street
SoCal Gas
HSBC Holdings Tombstone - February 2024
HSBC USA Tombstone - - 2024
Bristol Myers 2024
Citi 2024
SoCal Edison 2024
Duke Eneergy 2024
Debt Capital Markets

Underwriting and distribution of fixed income securities including:

  • Investment grade corporate bonds
  • Preferred debt
  • Subordinated and convertible debt
  • Taxable and tax-exempt debt
  • Asset-backed and mortgage-backed securities
  • Agency debt
  • Secured and unsecured debt
Equity Capital Markets

Equity solutions include:

  • Initial public offerings
  • Follow-on offerings
  • Share buybacks