Corporate Services

Strategic advice and seamless execution of corporate cash management, share repurchase programs, employee stock-option plans, and investment banking services.

Companies turn to us for objective advice and effective solutions for managing corporate cash flow, equity-based employee compensation, and other strategic initiatives.
  • Corporate retirement plans: Guidance for sponsors and trustees of corporate retirement plans and educational resources for plan participants
  • Corporate cash management: Short-duration fixed-income strategies, customized short- and intermediate-term portfolio management
  • Corporate share repurchase: Coordination and execution of corporate buyback programs
  • Employee stock-option exercise: Establishment, coordination, and execution of trading programs for company employees
  • Investment banking: Full suite of capital-raising and merger-and-acquisition advisory services, including equity and debt underwriting, initial public offerings, private placements, fairness opinions, private investments in public equity (PIPEs), credit tenant lease securities, and restructuring