Advising

Strategic planning

HJ Sims assists organizations across a range of project sectors in identifying, defining, evaluating and integrating key strategic plan elements and issues in response to changing market dynamics.

Capital strategy

We assist in project capitalization and recapitalization, including senior debt, mezzanine and subordinate debt, equity, tax-exempt bonds, letters of credit placement, commercial loans, seed money and government agency debt programs.

Representative Engagements

Primary and secondary market distribution

Our retail and institutional trading ability helps you to evaluate and execute opportunities both in the primary and secondary markets. Our active participation creates more liquidity in your securities and results in lower rates and more flexible covenants for your borrowings.

Amendments, waivers and restructurings

Banks, bond funds and other lending institutions benefit from our strategic advice in helping them make decisions regarding their assets. Borrowers utilize us for debt analysis, restructuring plans and lender negotiations.

Representative Engagements

Mergers and acquisitions

We help buyers and sellers define goals, model transactions, negotiate terms, evaluate financing options and execute the transactions.

Municipal Advisor Solutions

As an IRMA (independent registered municipal advisor) with eighty years of experience in the municipal securities industry, HJ Sims is especially qualified to provide 501(c)(3) organizations a suite of advisory services, including: comprehensive financial analysis, including financing capacity and credit analysis, together with enhancement strategies; review of financing related legal documents and impact on organizational growth and financing initiatives; analysis of derivative options (i.e. forward starting swap dates, early termination options, caps); registration for a Legal Entity Identifier (LEI); review of International Swaps and Derivative Association (ISDA) documents; certificates required to complete tax compliance agreements; form 8038 Statistics.

Derivatives

We consult with clients on all aspects of derivative and investment contracts.

Representative Engagements
Talk to an HJ Sims Banker Today
Special Offer Give Your Board Our Expertise
top image

Our banking experts can provide a customized presentation to your Board on the topic of your choice.

Follow HJ Sims
Facebook Twitter LinkedIn