Merchant Banking

Principal Transactions

Our merchant banking activities include an equity participation and continuing advisory services in client companies, often in combination with capital provided by our network of qualified investors. When appropriate, we provide our Strategic Advisory Services to these companies, as an equity partner, to add value to such companies before locating a strategic merger partner.

In addition, we are active principals in the Renewable Energy and Emissions Credit markets where we have purchased and sold credits for our own account. We have assisted numerous companies in managing their emissions and renewable energy credit portfolios by providing various counter-trades as well as providing credits when needed.