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Investment Banking

We provide a broad range of investment banking services to a diverse group of corporations, financial institutions, investment funds and governments. Services include strategic financial advisory assignments, underwritings of corporate and municipal debt offerings and private placements and derivative valuation services.

The primary focus of the IB division business is to provide broad capital market advice and capital execution solutions related to the development and maintenance of their debt portfolios. Our services range from providing financial advice on the appropriate sale and methodology of entering the capital markets to utilizing our capital and syndicate distribution services as a counterparty and underwriter for a debt offering.

The foundation for all of our investment banking products and services rests in our commitment to understand our client’s needs by developing our knowledge of their unique operating environment, financial profile, funding goals and objectives and fiduciary obligations to its stakeholders.

How We Are Organized

The Investment Banking Division encompasses two key areas: Financial Advisory Group and our Banking Finance Group. This dual structure enables us to offer the broadest range of products and advisory services.


Banking and Finance Group. Our bankers are responsible for the structuring and successful execution of debt issuances for a variety of clients across a variety of industry sectors ranging from corporations to governments.

Financial Advisory Group. Our bankers provide advice, project management and market based guidance to clients related to their debt capital market and derivative activities. Our product platform is comprehensive and services include both specific transaction based engagements to longer term assignments that incorporate the need for development and maintenance of financial management initiatives.

Our overall structure provides a platform to deliver value-added services to a variety of sectors including:

  • Public Power
  • Real Estate
  • Higher Education
  • Municipal Finance
  • Health Care
  • Housing
  • Transportation
  • Water & Sewer
  • Public-Private Partnerships
  • Infrastructure
  • Economic Development
  • Sports & Project Finance