Corporate Finance Advisory
J.P. Morgan’s Corporate Finance Advisory team provides thought leadership on corporate finance issues and develops structured products for our Investment Banking clients. The team includes professionals with various areas of expertise who, working together, serve clients on a broad array of topics.
Areas of expertise include:
- Corporate Finance
Corporate Finance Advisory works with clients on a variety of corporate finance topics such as optimal capital structure, distribution policy, liquidity, cost of capital, value drivers, pensions, and risk management. The team provides product-agnostic advice to senior executives in order to drive value-enhancing decisions. Our dialogue with clients frequently leads to actionable financing and strategic decisions.
- Ratings Advisory
J.P. Morgan’s Rating Advisory franchise houses the largest and most experienced ratings advisory team globally, as evidenced by its top ranking in Euromoney’s clients’ surveys. The team provides the full spectrum of ratings and capital structure services from obtaining first time ratings to advising on ratings defense, credit transformational events, and capital structure issues.
- Strategies for Banks
Corporate Finance Advisory has expertise specific to the banking industry and provides advice and solutions across client balance sheet, interest rate risk management, and capital needs. The team develops proprietary models to analyze client risk and arrive at actionable solutions that satisfy economic reporting and capital requirements. The team includes experts in securities, derivatives, accounting, analytics and financing. Our reach in this sector is across product lines, and includes Investment Banking Coverage, Commercial Banking, Interest Rates, and Securitized Products Sales.
- Strategies for Insurance Companies
Corporate Finance Advisory has expertise specific to the insurance industry and partners with the Investment Banking Coverage and Markets businesses in this sector. Our team provides advice, and new and tailored financial products, to help the firm’s insurance clients evaluate and meet their risk management, regulatory and other capital structure needs. Examples of recent projects include Regulation 30, Actuarial Guideline 38 and Embedded Value financings, a study of the impact of Solvency II on the U.S. life insurance industry, and a framework for new entrants into the life reinsurance industry.
- Structured Products and Solutions
Corporate Finance Advisory partners with the Mergers & Acquisitions, Investment Banking Coverage, and Markets businesses to provide advice and creative transaction structuring, taking into account each client’s tax, accounting, regulatory, and financial goals and concerns. In addition to providing advice, the team is responsible for developing structured products for the Investment Bank’s corporate clients. Examples include working capital solutions, sourcing liquidity from alternative markets, hedging of esoteric credit risks, enhancing yield on corporate cash investments, monetization of illiquid or distressed assets, and various equity derivative and convertible products.