Sales and Marketing

We partner with lenders to enhance the marketing effort in the field. Our banking expertise and advisory services are in the following areas:

• Analyzing financing needs and setting price and risk policies
• Recommending hedging strategies in accordance with risk objectives
• Achieving optimal pricing in deal execution
• Assessing alternatives including swaps, caps, collars, and option-based hedges for borrowers
• Providing market analysis and commentary
• Negotiating derivative documentation
• Reporting deal execution results complete with analytics
• Training through seminars in all aspects of executing derivatives

Banking Services:

• Training
• Policies & Procedures
• Sales & Marketing
• Trading
• Documentation