Banking and Investment Services

Banking & Investment Advisory Consulting Resources Services.

Security. Classification. & C.M.A.assoc. Partners Inc. and its alliance partners have your resources providers’ solution to some of the top leading investment banking asset management firms in the U.S. and around the world. Our sources providers offer full-service investment banking and asset management serving clients in the U.S. and internationally. Our sources providers proven advisory teams combine deep product and sector expertise with ready access to global capital. We offer a full suite of products to serve our clients’ business life-cycle needs, geographic reach in an increasingly global market, and deep expertise in our core sectors.

Investment Banking Service

Our investment banking group offers a complete range of advisory and financing services to clients involving M&A, equity and debt underwriting, private placements, restructuring and corporate & venture services. They can deliver in-depth knowledge and expertise in core services to the middle-market sectors. Security. Classification. & C.M.A.assoc. Partners Inc. and its alliance partners can provide Investment Banking services to institutional clients in the United States, United Kingdom, India, Japan, and China. These services includes raising capital through a Regulation A offering, advising companies on going public on the OTC Markets, New York Stock Exchange (NYSE), NASDAQ Stock Market (Nasdaq), and GXG Markets as well we advise companies looking to raise debt capital through traditional avenues. Security. Classification. & C.M.A.assoc. Partners Inc. and its alliance partners Investment Advisers only provide advice about U.S. government guaranteed securities (Treasury Bills, Treasury Notes, Treasury Bonds, Treasury Inflation-Protected Securities, I Savings Bonds, and EE/E Savings Bonds). Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners providers. Investment banking group has advised hundreds of clients across our core focus sectors—healthcare, consumer & retail, business services, clean technologies, industrial and technology, media & telecommunications. With a full suite of products and services, our provider advise clients throughout the entire business life-cycle—from private placements and M&A advisory to providing them with access to the equity and debt capital markets. Commitment to putting our clients’ interest first is the cornerstone of our guiding principles and our success is predicated upon our enduring relationships with our clients and the longevity and continuity of our team of professionals.

Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners providers M&A professionals are industry specialists, each with a focus on one or more of our core sectors – healthcare, consumer & retail, business services, diversified industrial & services, clean technology & renewable and technology, media & telecommunications. Our specialists provide the full range of M&A advisory services to public and private companies on a global basis: (Combine paragraphs)

Our specialists provide the full range of M&A advisory services to public and private companies on a global basis:

  • Acquisitions
  • Exclusive sales and divestitures
  • Fairness opinions
  • Take-private transactions
  • Leveraged recapitalizations
  • Management buyouts
  • Special committee representation
  • Strategic alternatives evaluation
  • Takeover defenses

Security. Classification. & C.M.A.assoc. Partners Inc. and its alliance partner’s providers is a leading capital markets adviser serving emerging growth companies. With a client-centric approach, we commit to delivering the firm’s resources before, during and after a successful capital markets transaction. Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners providers helps clients gain access to capital through the public markets.

Our expertise includes specialized offerings such as:

  • Initial public offerings
  • Follow-on and secondary offerings
  • URDs (underwritten registered directs) and PIPEs (private investment in public equity)
  • Convertible securities
  • Debt Advisory
  • ADRs (American depository receipts)

Private Placements

The private placement group at Security. Classification. & C.M.A.assoc. Partners Inc. and its alliance partner’s providers has been raising private equity capital for private corporate clients since 1998. Our dedicated team of professionals, focused solely on private equity transactions for private companies, has raised more than $5.5 billion on behalf of growth company clients to fund expansion, acquisitions and shareholder liquidity. The private placement group works in concert with Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partner’s provider’s industry bankers to understand each client’s distinctive needs in order to tailor an effective and efficient fundraising process. We manage the process end-to-end, from initial positioning to final negotiations, opening doors to well-known, brand-name firms as well as highly specialized, “off the beaten path” investors, including:

  • Private equity and growth equity funds
  • Venture capital funds
  • International funds
  • Hedge funds
  • Strategic investors
  • Other nontraditional sources of capital

Restructuring Advisory

Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners providers As one of the premier advisers to financially distressed businesses, creditor constituencies and equity investors, our restructuring professionals evaluate each party’s needs and expectations to advise on optimal structures, securities, recoveries, returns and exit strategies. Our integrated approach with industry and product groups enables us to provide comprehensive capabilities and develop creative solutions addressing your needs in what is, today, a rapidly shifting environment.

Our team has considerable experience in:

  • Stressed and distressed debt refinancing and recapitalization
  • Distressed capital raising
  • Sales of assets, divisions and companies inside stressed and distressed situations including §363 sales
  • Consent solicitations, exchange and tender offers
  • Out-of-court debt restructuring
  • Acquisitions of distressed assets and companies in out-of-court transactions and in bankruptcy auctions
  • Bankruptcy reorganizations including consensual and contested plans of reorganization

Debt Advisory

The debt capital markets team at Security. Classification. & C.M.A.assoc. Partners Inc. and its alliance partner’s providers has raised more than $3 billion in public and private debt for our corporate and private equity clients over the last five years. Our professionals work closely with our sector bankers to provide insight into optimal transaction structures for each of our clients. In addition to determining an effective and efficient process and strategy, Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners providers manages execution—from initial positioning to final negotiations—and opens doors to a wide array of traditional lenders, institutional investors and specialty credit funds that are in a position to provide:

  • Senior secured debt
  • Second-lien, subordinated and mezzanine facilities
  • Unitranche facilities
  • Public and private high-yield notes
  • Bridge financing
  • Venture debt
  • Special situations financing

Public Finance

LOOK TO A NATIONAL LEADER FOR YOUR PUBLIC FINANCE NEEDS

Not every firm can help underwrite and distribute bonds that lead to successful transactions. Security. Classification. & C.M.A.assoc. Partners Inc. and its alliance partner’s providers can. Use our experience, resources and trading capabilities to bring full-service support to our government, education, healthcare and senior living clients.

Unique solutions for distinctive clients

Your situation calls for customized solutions, and we deliver. We never tackle your transactions with a one-size-fits-all approach. Instead, we work with you to find financing that fits your needs. What’s more, we take the time to guide you through the process of putting it together. In 2012, Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners providers acted as underwriter or financial adviser on 400 municipal bond transactions totaling more than $10.38 billion.

Areas of expertise

Because our public finance teams are experts in their sectors, we are able to effectively serve your organization and provide in-depth analysis of your market. Our public finance professionals specialize in state and local government, derivatives, education, healthcare, hospitality and senior living.

Localized market knowledge

Security. Classification. & C.M.A.assoc. Partners Inc. and its alliance partner’s providers are committed to participating in the communities we serve. That’s why we provide a local presence in 34 areas across the country. Security. Classification. & C.M.A.assoc. Partners Inc. and its alliance partner’s providers support our public finance platform with a strong primary and secondary trading effort. Through our regional trading desks, you have access to our underwriting, sales and trading experts who can work with you for investing in both taxable and tax-exempt fixed-income securities, including:

  • Fixed-rate bonds
  • General obligation (GO) bonds
  • Lease-backed certificates of participation (COPs)
  • Municipal bonds
  • Private activity bonds
  • Redevelopment bonds
  • Revenue bonds
  • Variable-rate bonds

Review other forms of consulting services our alliance partners can provide.

The Security. Classification. & C.M.A.assoc. Partners Inc. fixed income sales & trading group provides a variety of taxable and tax-exempt products, including municipal bonds and taxable debt. Asset Management our asset management teams offer an array of investment products through separately managed accounts, mutual funds and closed-end funds. With more than $11 billion in assets under management, advisory research, provider. Is a diversified investment manager that provides U.S., international, global and MLP and energy infrastructure strategies for sophisticated investors?

Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners provides Investment Management Services Focused on fixed income investments, Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners providers Investment Management offers municipality cash management, municipal opportunity funds and corporate cash management. Merchant Banking Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners providers Merchant Banking Fund I, L.P., managed by PJC Capital Partners LLC, seeks investments in private, commercial-stage businesses within the industry sectors. Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners providers. Since our inception, we’ve kept our company solidly rooted in our time-tested core values of leadership and partnership. Security. Classification. & C.M.A.assoc. Partners Inc. and its alliance partner’s providers are committed to contributing to the communities in which we live and work and around the world.

Our Guiding Principles We creates and implements superior financial solutions for our clients. Serving clients is our fundamental purpose. At Security. Classification. & C.M.A.assoc. Partners Inc., and its alliance partners providers we earn our clients’ trust by delivering the best guidance and service. Great people working together as a team are our competitive advantage. As we serve, we are committed to these core values: Always place our clients’ interests first Conduct ourselves with integrity and treat others with respect Work in partnership with our clients and each other Maintain a high-quality environment that attracts, retains and develops the best people Contribute our talents and resources to serve the communities in which we live and work and around the world.