We are committed to providing attractive financial solutions for our clients so that they can focus on building, operating and growing successful businesses and projects.
CAPITAL MARKETS
CAPITAL MARKETS
Whitehall has passion for innovating, structuring and executing unique financing alternatives to produce the optimal results for its clients. We are able to achieve this through our highly skilled team of senior professionals with complimentary capital markets expertise. Whitehall is ideally positioned to handle its client’s toughest challenges.
Whitehall has expertise across a variety of financial structures and instruments, ranging from plain vanilla to highly complex, and has a demonstrated ability to identify the most efficient solution for our clients’ capital needs.
Whitehall executes transactions utilizing a network of established, long term relationships with sophisticated institutional investors, including global banks, regional banks, public and private pension funds, insurance companies, sovereign wealth funds, family offices, private equity funds, infrastructure funds, superannuation funds, strategic investors and others.
Securities offered through Whitehall Capital Markets LLC, member FINRA/SIPC. Whitehall Capital Markets LLC is 100% owned by Whitehall & Company LLC.
Equity placement
At Whitehall, we believe that selecting an equity partner is one of the most difficult challenges a company can face. The alignment of interests and perspectives is as important as the capital itself.
We have worked extensively with equity capital providers, raising capital for top-tier sponsors and developers. Drawing on our experience and established relationships, we deliver the necessary access and expertise to help you find the appropriate equity partner to support your growth.
Our equity placement expertise includes a variety of partnership solutions, which may include development equity, permanent common equity, preferred equity or a structured combination of these solutions.
Fund placement
At Whitehall, we leverage our sector-focused expertise to deliver outstanding results for private equity and debt fund managers who are in the process of raising capital.
For both first-time managers and experienced fund management platforms, working with a placement agent who understands a fund’s strategy, sector, and underlying investments is critical. Whitehall is, first and foremost, comprised of energy and real asset professionals with strong investor relationship networks. Given the firm’s leadership in core sub-sectors, Whitehall has a deep understanding of the various levels of appetite across each investor type and prides itself on targeted outreach with less distraction.
It is our belief that fewer, but more impactful, Limited Partner meetings streamlines the fundraise process and allows General Partners to spend more time on investing and building pipeline, rather than fundraising. Unlike other placement agents housed within investment banks, Whitehall is not an arms-length division. Internal collaboration is paramount, resulting in constant interface with investment banking energy and real assets coverage.
Whitehall established its fund placement business in response to an increasing number of managers requesting fund raising capabilities and, conversely, investors requesting fund investment opportunities. Fund placement is a natural extension of Whitehall’s core investment banking and capital markets businesses and leverages deep, long-standing relationships amongst a broad range of institutional investor types including:
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Public pensions
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Private (corporate) pensions
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Endowments & foundations
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Family offices & Ultra High Net Worth Individuals
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Insurance companies
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Sovereign wealth funds
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Superannuation funds
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Consultants & asset managers
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Fund-of-Funds
Debt placement
We understand that the debt markets are becoming increasingly specialized and can be challenging for companies to navigate. The tone and receptivity of markets change as often as the daily news headlines. At Whitehall, our capital markets professionals know and understand the market by maintaining direct contact with debt capital providers and understand how today’s challenges are directly impacting their views and preferences.
Our professionals are experts at identifying the appropriate debt capital solution for every capital need. We possess the resources to structure a debt product that meets your unique capital requirements and the market relationships to directly source that capital. We have a demonstrated track record of structuring, executing, and placing a variety of investment grade and below investment grade debt products across project finance and corporate finance transactions.
Solutions and markets include secured and unsecured senior debt (bank revolvers, term loans, working capital loans, and privately placed bonds), subordinated debt (second position, second lien, mezzanine, and holding company debt) and other structured or hybrid solutions.
Established in 2014, the Whitehall Institutional Project Finance Program represents $3 billion in capital, provided by sophisticated institutional investors that have formally agreed to work directly with Whitehall on providing long term debt solutions to infrastructure related project finance transactions.
Tax equity placement
Optimization of your tax position is essential for success in today's marketplace. At Whitehall, we offer expertise in the structuring, execution, and syndication of tax equity for partnership and lease transactions. Our professionals have evaluated or executed the predominate tax structures available in the market. The current tax equity market is often guided by changes in legislation or other unpredictable factors. We maintain direct relationships with the tax law and tax accounting professionals influential in structuring tax related optimization as well as the unique investors active in providing tax equity capital.