Transaction Experience

  • Principals have completed over $25 billion of capital markets transactions and advisory assignments
  • $5 billion of lead-managed assignments on The Bear Companies platform
  • Transactional experience with most Wall Street firms

Sector Experience

  • Banks, thrifts, bank holding companies, unitary thrift holding companies
  • Specialty finance companies, mortgage companies, leasing companies, asset managers, mortgage REITS
  • REITS, real estate operating companies, homebuilders, distressed asset buyers
  • Loan portfolio due diligence and valuation
  • Government Contracting

Transaction Breadth

  • Equity offerings, IPOs, preferred stock; trust preferred; options and warrants; company formation transactions
  • Corporate fixed income, sub-debt, senior unsecured, senior secured
  • Corporate restructurings
  • Fixed income conduit creation, securitization, CMBS and CDO execution
  • Extensive loan review and valuation