Títulos / Certificados gerenciados ativamente (AMCs)

Our Bonds/Actively Managed Certificates (AMCs) service goes beyond simply providing access to these instruments. We offer comprehensive support throughout the entire lifecycle, from initial concept to public trading.

For clients wishing to issue securities, we offer expert guidance in preparing all necessary documentation, ensuring compliance with regulatory requirements. This includes drafting prospectuses, term sheets, and legal agreements. Our service simplifies the complex issuance process, allowing you to raise capital efficiently.

Similarly, for those interested in creating Actively Managed Certificates (AMCs), we offer end-to-end assistance. We help structure the AMC to align with your specific investment strategy, prepare the certificate’s underlying documentation, and navigate the legal and compliance landscape. This ensures that your actively managed strategy is encapsulated in a robust, transferable security.

Additionally, we offer specialized services to facilitate the listing of your AMC bond or certificate on a stock exchange. This crucial step increases liquidity and visibility, making your instrument accessible to a wider range of investors. From contacting exchanges to managing the listing application process, we ensure a smooth and efficient transition to public trading. Our goal is to empower you to bring your investment ideas to market with confidence and efficiency.

This service is offered by a partner FINMA-licensed service providers in Switzerland, operating under Swiss law.

M&A Middle Market Advisory Deal Tombstones 2024

  • advisordeals
  • MergersCorp M&A International21
  • Keith Advisory17
  • GCG9
  • JP Morgan41
  • Jefferies23
  • Lazard26
  • Goldman Sachs30

the team

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    Kevin Stokes

    Consultor de fusões e aquisições

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    Maya Turk

    Consultor de fusões e aquisições

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    Marvin Rowe

    Consultor de fusões e aquisições

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    Ruiqi Wu

    Analista Júnior

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    Mariane Andreia dos Cardoso

    Advogado de fusões e aquisições

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    Adel Galal M. Abdellatif

    Banqueiro de investimentos

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    Arijit Datta

    Consultor de fusões e aquisições

LEARN MORE ABOUT OUR ADVISORY SERVICES

Areas of Focus

selected transactions