Imperial Capital’s research is differentiated by its integrated approach across an issuer’s entire capital structure, and the strong performance of its recommendations. The goal of the Institutional Research Group is to provide value-added insight that enhances the investment performance of our institutional clients. Imperial Capital offers a unique selection of investment opportunities across corporate capital structures, including: bank debt, bonds, convertible securities, preferred stocks, common stock, litigation claims, trade claims and liquidation claims.

Taking a holistic view of the capital structure enables Imperial Capital’s seasoned analyst team to better identify opportunities and anomalies across markets. The group leaders have significant asset management experience, and the group as a whole takes a “buy-side” approach in identifying investment opportunities in typically “out-of-favor” or “off-the-run” situations that are overlooked or misunderstood by the market. Our analyst recommendations are based on fundamental research that considers management experience and incentives, industry factors, economic conditions, franchise value, relative valuation and composition of the shareholder base, among other relevant factors given the nature of the security as well as ongoing dialogue with management of companies and channel checks. We have extensive experience understanding complex capital structures and special situations.

Because time is of the essence, we deliver our research and analysis in a real-time manner to our clients. We also offer clients access to companies and their management teams through Imperial Capital sponsored meetings and conferences.