STRATEGIC LIQUIDITY SERVICES
CREATING LIQUIDITY THROUGH SUPERIOR EXECUTION.
Imperial Capital, through its Strategic Liquidity Services Group, has a 25-year track record of successfully helping institutional investors find liquidity in the most illiquid investments within their portfolios. Imperial offers its clients a significant distribution channel, reaching 3,000+ domestic and international institutional investors throughout the world as well as the significant analytical resources of its desk analysis group and a settlements group that specializes in private securities, loans, claims, complex portfolio transactions and other types of illiquid investments. Our experience over several industry cycles allows us to provide superior advice and execution certainty to our clients. We have successfully managed to create liquidity for some very illiquid securities by coupling our research capabilities with our understanding of the right audience for these securities:
|
LOANS & CLAIMS Leveraged Loans Corporate & Bilateral Loans Distressed Loans Schuldschein Liquidation & Legacy Claims |
PORTFOLIOS Strategic & Complex Portfolio Transactions Liquidity Solutions for PE Secondaries |
|
BONDS
High Yield & Crossover Convertible Bonds Mezzanine & Subordinated |
EQUITIES Hybrid & Preferred Preferred & Common Equity Direct Co-Investments |
OUR EXTENSIVE CUSTOMER BASE THROUGH A SEASONED SALES FORCE OFFERS ACCESS TO A SIGNIFICANT AND UNIQUE SET OF INVESTORS
| Active relationships with 3,000+ institutional investors: family offices, hedge funds, private equity funds, insurance companies, mutual and pension funds |
| Sophisticated platform adept at developing traditional and unconventional sources of liquidity while minimizing associated market distractions |
| Dedicated research team with expertise in illiquid securities, loans, and complex capital structures |
| Seamless transfer of information between parties in a manner designed to preserve confidentiality and anonymity |
| Experienced closing professionals facilitate the preparation and negotiation of transaction documents and assist clients through the settlement process |
| Imperial Capital’s agency-based, client-focused business model avoids the potential conflicts of extensive proprietary activity |
LIVE SITUATION: METROBANK
Active sell demand in Europe. Identified and sourced buyers in the US to provide immediate liquidity when bonds dropped on funding concerns.
CASE STUDIES: Select Imperial Capital Projects
- Ran a competitive sales process on behalf of a European bank liquidating a portfolio of assets
- Utilized analysts to market the opportunity to 30 different accounts
- Worked with the seller to narrow down the list for the best suited counterparty
- Received inquiry from the seller and completed desk analysis
- Connected with US sales force to market to global client base
- Worked with the seller to narrow down the list for the best suited counterparty
- Exclusive mandate from European bank to sell 10% private equity stake
- Established 2 month turn around sale process
Randy Wooster
Chief Executive Officer
(310) 246-3681
RWooster@imperialcapital.com
Brian Robertson
Head of Imperial Capital International
+44 (0) 207 650 5401
BRobertson@imperialcapital.com
Allison Rolfe
VP, Business Development
(212) 351-9775
ARolfe@imperialcapital.com
Andrew DeJoy
VP, Senior Administration
(310) 246-3626
ADejoy@imperialcapital.com
Mark Martis
Chief Operating Officer
(310) 246-3674
MMartis@imperialcapital.com
Saro Bos
Head of European Research
+44 (0) 207 650 5404
SBos@imperialcapital.com
Alexander Norberg
Head of European Sourcing
+44 (0) 207 650 5444
ANorberg@imperialcapital.com
Gayle Grant
General Counsel, Complex Settlements
(212) 351-9709
GGrant@imperialcapital.com
