Bespoke Investment
Financing Services
First Federal takes a proactive and individualized approach to client investment banking services, which is made possible by our strategy of approaching client engagements as long-term relationships. We aim to innovate, with solutions formed on a foundation of our objective research, novel industry perceptions, international reach, and deep connections into global financial markets. As with all of our services, our solutions and recommendations are backed by our independence from corporate institutional pressure. All of our solutions are designed to meet the client’s goals first, rather than the bottom line of a corporate overseer.
Debt and Liquidity Services
Our internal debt and liquidity service specialists originate and administer asset-backed and other private loan products that serve the cash and liquidity needs of investors in challenging and ever-changing debt financing markets. Investors that are seeking traditional debt financing often rely on debt-syndicating investment banks to assimilate a lending team that unites debt originators with investors. The process is complex and time-consuming, and often imposes conditions on the borrower that limit how debt financing may be utilized.
First Federal departs from this traditional model with the creation and structuring of asset-backed debt, all with full consideration of a client’s tolerance for risk management. We complement our debt and liquidity solutions with transaction execution and administration services. Whereas months can elapse before a client receives any capital via the traditional model, First Federal's asset-backed model can lead to the closing and funding of a transaction in three weeks or less from the time when a client submits a complete loan package.
Developing the right individual debt and liquidity solution for an investor is a specialty of our internal loan specialists. Those specialists closely monitor the markets and formulate asset-backed loan proposals that reflect favorable terms and conditions over what an investor might receive in those markets. We are globally focused and our specialists provide advice and liquidity solutions execution in all geographical markets that welcome participation in debt origination by private lenders. Our internal processes enable our experts to deliver a tailored solution that best reflects a client’s cash and liquidity needs.
Within the full universe of our debt and cash liquidity services, First Federal is the leading lender and administrator for nonrecourse collateralized stock loans, in which a client utilizes publicly traded securities as collateral for the debt. Independent loan consultants guide clients through the loan application process, from identifying collateral, submitting required application materials and associated documentation, and executing loan documents prior to closing and funding. We place a particular emphasis on clients whose cash liquidity needs are driven by corporate, structured, ESG (environmental, social, and governance), and emerging market considerations.
First Federal connects clients that prefer a more traditional debt financing model with its team of independent third-party consultants that deliver integrated debt financing solutions on a case-by-case basis. services. In major part, our consultants focus on sustainability and work to structure debt financing solutions that serve a client’s sustainability goals within the debt structure that best suits the client’s needs.
First Federal’s independent debt syndication consultants work directly with clients to underwrite and issue debt financing bonds in global capital markets, with syndication underwriting on an as-needed basis. Their expertise extends to international and cross-border transactions that give clients access to global debt markets and alternate currencies.
Corporations in emerging markets and entrepreneurial entities may not have the internal expertise to determine their best debt financing alternatives. First Federal’s third-party corporate debt strategy consultants offer advice and recommendations to corporations, including options for capital and funding structures and forward-looking credit market trends.
Where a unique development project calls for a structured debt product solution, First Federal’s structured finance consultants will originate, structure, execute, and administer structured debt financing transactions. Their knowledge and expertise encompass public project and infrastructure bonds, global transportation and warehousing transactions, and asset-backed debt securities. Where the situation calls for reliance on the private markets, our experts partner with institutional investors to complete private placements of dedicated or convertible debt instruments.
Equity Services
First Federal has established long-term relationships with a network of wealth management and investment professional who have a full spectrum of services for companies to raise capital through the issuance of equity. They simultaneously work with investors to open early opportunities for equity investments in emerging companies. The independent investment professionals in our network combine unique insights from their long history and exposure to the international equity markets with a focus on local equity market issues. They routinely assist with public and private equity fundings from origination to execution and administration of subsequent trades.
As with all services offered by First Federal, the equity professionals in our network deliver services with the goal of your success from start to finish. Investors work with a dedicated group of advisors who become familiar with your business and equity goals and will assist you from an initial information-gathering meeting to creating the best solution for the issuance of or investment with your equity. They then execute your strategy with military precision. Your value proposition drives the optimal value creation that will be inherent in every strategy devised by our affiliates.
Whereas other equity advisors might offer generic recommendations to raise capital, the advisors in our network take pains to create unique solutions for each client. Their recommendations include initial public offerings, issuance of preferred equity instruments, convertible bonds and debentures, and share repurchase programs, as well as other options that reflect a client’s particular circumstances.
In every client engagement, First Federal’s third-party equity advisors frame their recommendations as a function of a client’s total picture, factoring in issues from balance sheet challenges to the client’s ultimate goals. In many cases, our consultants develop strategies and solutions that no other advisors have previously suggested.
First Federal’s equity services function relies on the vast network of corporate and institutional investors that our firm has fostered through the years of experience that our advisors bring with them. Where public markets may not be an appropriate solution for an equity transaction, our advisors use our network to connect strategic partners and investors to enhance growth opportunities.
Our independent third-party professionals possess product and industry sector knowledge as well as broad capital market expertise and can advise clients in a variety of industries, including transportation, energy, technology and communication, construction, hotels and hospitality, entertainment, pharmaceutical and medical products, and food technology and distribution. In every equity services engagement, we connect clients with the most experienced and dedicated equity advisors that can deliver the most innovative and creative equity capital market solutions.
The foundation of the advice provided by our network of professionals is a philosophy of seamlessly delivering expertise, products, and solutions with a customized approach. Equity markets are volatile environments even under the best of conditions, and our advisors monitor those markets in their local and global environments, with particular concern for the relevant regulatory landscape to ensure that every recommendation is timely and capable of providing the greatest return and highest value proposition.