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