Derivatives Advisory

How We Can Help

As a view-neutral advisory firm, we are independent and not associated with any bank or financial provider. We never act as a counterparty. Instead, we serve as an agent in arranging our clients’ derivative transactions thereby ensuring unbiased advice. We will work with your existing financial providers to ensure appropriate pricing and structure of your derivative transactions. Using our derivative expertise and infrastructure, we bring efficiencies and price transparency to your company’s derivative transactions. We coordinate the entire derivative process with your existing financial partners allowing you to focus on other aspects of your company.

 

Services

  • Trade Execution
  • Interest Rate Risk Management
  • Policies
  • Litigation Support
  • Existing Partners
  • Derivative Education
  • Independent Valuation, Counterparty Monitoring, etc.
  • Actively managing counterparty exposure
  • Independent verification of reset notices and settlements calculations
  • Ongoing monitoring of market valuation for restructuring opportunities

Additional Derivatives Advisory Resources

Recent Articles

Douglass Dalton
Tax Benefits to Investing in Opportunity Zones

Opportunity zones represent the first new tax incentive for private capital in low-income communities since the creation of the new markets tax credit (NMTC) in 2000. A little-noticed section in the $1.5 trillion tax cut that President Trump signed into […] Read More

Douglass Dalton
Douglass Dalton
Advising Nonprofits with Debt Financing as a Municipal Financial Advisor

McGuire Sponsel is an independent municipal advisory firm specializing in project debt financing, derivatives and related services for not-for-profit organizations. Many times before we start work with nonprofit clients, the Board, Finance Committee and executive staff will ask; what is […] Read More

Douglass Dalton
Strategies to Minimize Interest Rate Risk

The Federal Reserve announced a short-term interest rate hike on December 14, a move that was largely expected. But what was not on the radar was the Fed’s announcement that it plans to raise rates three more times in 2017, up from […] Read More

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