Convertible Debt and Equity Instruments

When a company seeks to minimize negative investor interpretation of its corporate actions, or when the company’s future success resembles a binary outcome and a principal protection combined with an upside participation must be offered, convertible debt comes into play.

We help our clients issue convertible debt instruments lowering overall borrowing costs and offering a value-added component that allows investors to benefit from the capital appreciation. Our experience enables us  to  find  the  optimal  balance of principal



protection and upside participation at the lowest possible total expense to our clients. In addition, we also structure tailor made preferred stock offerings helping our clients achieve their goals without burdening the balance sheet with financial obligations.