Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 67 million consumer and small business clients with approximately 4,100 retail financial centers, approximately 16,000 ATMs, and award-winning digital banking with approximatley 54 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange. Bank of America Merrill Lynch is Now Bank of America & BofA Securities.
Barclays is a British universal bank. We are diversified by business, by different types of customer and client, and geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.
For further information about Barclays, please visit our website www.barclays.com
BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 74 countries, with more than 192,000 employees, including more than 146,000 in Europe. The Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporate and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance.
In Europe, the Group has four domestic markets (Belgium, France, Italy and Luxembourg) and BNP Paribas Personal Finance is the European leader in consumer lending. BNP Paribas is rolling out its integrated retail-banking model in Mediterranean countries, in Turkey, in Eastern Europe and a large network in the western part of the United States. In its Corporate & Institutional Banking and International Financial Services activities, BNP Paribas also enjoys top positions in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific.
BNY Mellon is the premier provider of corporate trust services to the debt capital markets, providing customized and market-driven solutions to investors, bondholders lenders. The corporate trust business utilizes its global footprint and expertise to deliver a full range of issuer and related investor services including trustee collateral administration, issuing and paying agency, loan administration, account bank and cash manager, and other financial services. The business administers a wide array of assets and types of programs to multinational corporations, financial institutions, governments and their agencies, and the banking, securities, and insurance industries.
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of March 31, 2020, BNY Mellon had $35.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
Cadwalader, Wickersham & Taft is proud of 225 years of service to many of the world's most prestigious institutions. With more than 350 attorneys in its offices in New York, London, Charlotte and Washington, the firm offers clients innovative solutions to legal and financial issues in a wide range of areas. With a Creditflux No. 1 Europe position as CLO Arranger's Counsel and a market leader as CLO Manager's Counsel, Cadwalader's securitisation and structured finance team is an acknowledged legal industry leader in the creation and structuring of securitisations, derivatives, synthetic securities, and other structured finance products. It represents issuers, underwriters and collateral managers in CLO transactions and related product types, and have extensive experience with both "cashflow" and synthetic total return structures as well as risk retention funds. Cadwalader has acted as deal counsel in CLO transactions since the inception of the CLO market. The team has assisted clients in bringing hundreds of such transactions to market, closing over 60 in 2019, valued at over €25 billion.
To find out more about Cadwalader’s CLO team and work click here.
Citi provide world-class financing solutions that are as diverse as the needs of the consumer, corporates, institutions, governments, and individual investors they serve in 160 countries and territories. The breadth, depth, and strength of their underwriting, sales and trading, and distribution capabilities span asset classes and currencies, sectors and industries, covering a vast array of products. Their research and analysis offer the highest-quality corporate, sector, economic, and geographical insights - from equity and fixed income research to market and product analysis - helping individual and institutional clients navigate a complex global marketplace. Citi’s Issuer Services is a business line within Citi Institutional Client Group that supports the issuance and administrative needs of global institutional clients through two key business segments, namely Agency and Trust and Depositary Receipt Services. Citi’s Issuer Services is a leading provider of transactional services with a unique blend of experience, global reach and superior services. The Agency and Trust business administers in excess of $4 trillion in fixed income and equity investments on behalf of over 3,000 clients worldwide. The Depositary Receipt Services supports over 250 programmes and helps companies connect to new markets and raise capital worldwide.
Credit Suisse is one of the world's leading financial services providers. Our strategy builds on Credit Suisse's core strengths: its position as a leading wealth manager, its specialist investment banking capabilities and its strong presence in our home market of Switzerland. We seek to follow a balanced approach to wealth management, aiming to capitalize on both the large pool of wealth within mature markets as well as the significant growth in wealth in Asia Pacific and other emerging markets, while also serving key developed markets with an emphasis on Switzerland. Credit Suisse employs approximately 49,090 people. The registered shares (CSGN) of Credit Suisse Group AG, are listed in Switzerland and, in the form of American Depositary Shares (CS), in New York. Further information about Credit Suisse can be found at www.credit-suisse.com.
Dechert is a trusted advisor to some of the largest asset managers in the collateralized loan obligation (CLO) space, advising clients on their most complex strategies. Dechert is a true “buy-side” law firm focused on representing asset managers in the areas most relevant to their rapidly evolving business needs. We serve a diverse global client base including some of the most prolific CLO underwriters (major investment and commercial banks) and largest asset managers and equity investors.
We recognize many of our client’s needs are inextricably linked, requiring both legal and business insights to achieve results. Dechert’s global platform includes a multidisciplinary team with a broad array of expertise for asset managers and specialty finance companies pursuing credit platforms. As outside counsel, we deliver a complete range of services ranging from formation, operation and compliance of CLO platforms to securitization transactions and risk retention capital formation strategies.
Our top-ranked securitization, investment adviser and fund lawyers also have earned us a leading market position in the representation of issuers, placement agents, collateral managers and equity investors in CLO transactions, including middle-market balance sheet CLOs and broadly syndicated arbitrage CLOs in the United States and Europe.
Dechert is not only one of the most active law firms in the CLO market, but also one of the most distinguished, having received “best law firm” recognition from legal and industry publications including Global Capital, Creditflux, Chambers and Partners, and The Legal 500.
Deutsche Bank provides commercial and investment banking, retail banking, transaction banking, and asset and wealth management products and services to corporations, governments, institutional investors, small and medium-sized businesses, and private individuals. Deutsche Bank is Germany’s leading bank, with a strong position in Europe and a significant presence in the Americas and Asia Pacific.
The Bank’s Trust and Agency Services business provides a suite of solutions tailored to support requirements for mergers and acquisitions, complex securitisations, project finance, syndicated and bilateral loans, debt exchanges and restructuring, in addition to term debt and commercial paper issuances. Its extensive offerings across the debt and equity capital markets include trustee, agency, escrow, document custody and depositary receipts.
Talk to us today about our M&A paying agent solution Escrow Direct that streamlines the Letters of Transmittal (LOT) distribution and collection process, provides faster payments to shareholders and real time monitoring.
DLA Piper is one of the largest global law firms with lawyers located in more than 40 countries/90 offices throughout the Americas, Europe, the Middle East, Africa and Asia Pacific including Japan positioning us to help clients with their legal needs around the world.
We strive to be the leading global business law firm by delivering quality and value to our clients.
We achieve this through practical and innovative legal solutions that help our clients succeed. We deliver consistent services across our platform of practices and sectors in all matters we undertake.
Our clients range from multinational, Global 1000, Fortune 500 and the Tokyo Stock Exchange listed enterprises to emerging companies developing industry-leading technologies. They include more than half of the Fortune 250 and nearly half of the FTSE 350 or their subsidiaries. We also advise governments and public sector bodies.
Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective, and insights we provide help investors to make important credit judgments with confidence. Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; and Fitch Learning, a preeminent training and professional development firm. With dual headquarters in London and New York, Fitch Group is owned by Hearst.
For additional information, please visit fitchratings.com.
Jefferies Group LLC is the largest independent, global, full-service investment banking firm headquartered in the U.S. Focused on serving clients for nearly 60 years, Jefferies is a leader in providing insight, expertise and execution to investors, companies and governments. Our firm provides a full range of investment banking, advisory, sales and trading, research and wealth management services across all products in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group Inc. (NYSE: JEF), a diversified financial services company.
J.P. Morgan’s Corporate &Investment Bank is a global leader across banking, markets and securitiesservices. The world’s most important corporations, governments and institutionsentrust us with their business in more than 100 countries. With $27 trillion ofassets under custody and $607 billion in deposits, the Corporate &Investment Bank provides strategic advice, raises capital, manages risk andextends liquidity in markets around the world. Further information about J.P.Morgan is available at www.jpmorgan.com.
Kroll Bond Rating Agency, LLC (KBRA) is a global full-service rating agency with a mission to set a standard of excellence and integrity. Established in 2010, KBRA remains dedicated to the restoration of trust in credit ratings by creating new standards for assessing risk and offering timely and transparent ratings.
At KBRA, we value new ideas and are wary of conventional thinking that stifles innovation. Collaboration across our teams is key to our success. We also strive to provide products and tools put forth by our KBRA Analytics group to assist the market in making more informed decisions.
Natixis is a French multinational financial services firm specialized in asset & wealth management, corporate & investment banking, insurance and payments. A subsidiary of Groupe BPCE, the second-largest banking group in France through its two retail banking networks, Banque Populaire and Caisse d’Epargne, Natixis counts over 16,000 employees across 36 countries. Its clients include corporations, financial institutions, sovereign and supranational organizations, and the customers of Groupe BPCE’s networks.
Orrick is a leading global law firm focused on the Tech, Energy & Infrastructure, and Finance sectors. Our Structured Finance group is renowned for its innovative approach to the structuring, execution, and sale of CLOs and commercial, residential, and asset-backed securities and other financings. We pioneer in developing new structures in Europe and the U.S. and advise on the industry’s most significant reform measures. Orrick is recognized by the Financial Times as “The Most Innovative Law Firm in North America” for 2016-2018 and a runner up for 2019-2020. For more information, please visit https://www.orrick.com/
Paul Hastings is a leading global law firm, pre-eminent in cross-border transactions and solving complex legal problems. We focus on the business issues our clients care about most – those that have the greatest impact on their success. Clients trust us to provide creative, business-savvy solutions, underpinned by exceptional client service – delivered globally.
Our winning approach is anchored in our culture of collaboration and collegiality, and in always harnessing the insights of our diverse team to get to the best solutions. We attract and promote extraordinary talent – preeminent partners in their fields who are energetic, dynamic, and who share our commitment to our clients.
We pride ourselves on the strong relationships we develop with our clients. We invest time in understanding their businesses and what it takes to make them even more successful. In working so closely with our clients and their advisors, we become an integral part of their team, entrusted with their biggest opportunities and challenges.
S&P Global Ratings, a division of S&P Global Inc. (NYSE: SPGI), is a leading provider of credit ratings. Our ratings are essential to driving growth, providing transparency and helping educate market participants so they can make decisions with confidence. With more than 1.1 million credit ratings outstanding, approximately 1,400 credit analysts and a presence in 28 countries, we offer a unique combination of global coverage and local insight. We provide our opinions and research about relative credit risk; market participants gain information to help support the growth of transparent, liquid debt markets worldwide. Learn more at www.spglobal.com/ratings.
The credit market is growing more rapidly than other asset classes, drawing investors as they search for greater yields. But whether it’s CLOs, private debt or middle market funds, credit is an opaque asset class, making it difficult to navigate.
Virtus from FIS brings it all together. Our advanced Business Process as a Service (BPaaS) and sophisticated technology with AI and machine learning empowers our clients with scalable and sustainable front-to-back-office solutions, backed by an unbeatable service level and experts who are immersed in the intricacies of the credit market.
Our BPaaS provides the entire middle or back office, from the technology, infrastructure and people to reporting and processes, and easily scales from the smallest organization to the largest. This gives our clients straight-through processing with integrated service components and solutions.
Pre- to post-close. Liquid and illiquid. Buy and sell side. Virtus from FIS connects the full lending value chain, helping you to quickly add new funds and grow your AUM.
Find your path to growth.
Many leading international asset managers, lenders and asset owners choose Alter Domus as their partner for growth. Whether a stand-alone fund with limited investments, or a large multi-billion-dollar fund with complex investment streams across multiple jurisdictions, we understand your world. Our deep knowledge of the alternative investment industry underpins our technology and informs our decision-making.
We know first-hand the technical complexities and operational challenges you face. And by tapping into a talent pool of more than 3,600 employees worldwide, we can leverage our expertise and cutting-edge technology to put you ahead of the game.
Vertical integration allows us to build dedicated teams to provide support and bespoke solutions for the entire value chain and across our extensive range of services. With an established professional focus on private equity, real assets and debt capital markets sectors, we offer fund administration, corporate services, depositary services, capital administration, transfer pricing, domiciliation and management company services. Our specific experience in the debt capital markets sector allows us to provide loan administration, agency services, trade settlement and CLO manager services.
Whether a local or a global player, our successful track record and established network of 36 offices in 21 countries around the world ensure that we are where you need us to be.
Intex is the leading one-stop provider of cashflow models and analytics for the global structured finance industry. Intex has accurately modeled and maintains over 40,000 CLO, RMBS, ABS and CMBS deals issued in the US, Europe, China, Australia, Japan and elsewhere, representing close to 100% coverage across all these asset sectors and regions. Intex is relied upon by many hundreds of arrangers, investors, issuers and other major market participants who see an advantage in the completeness, accuracy and timeliness of Intex's models and updates in support of trading, portfolio management and risk management applications. Intex's applications include INTEXcalc for single-security and portfolio analysis and cashflow stress-testing, the INTEX Subroutine API for system builders, and INTEX DealMaker for structuring new deals. Intex is an independent, objective and privately-held company with offices in Massachusetts, London and Shanghai.
Latham & Watkins is a leading global law firm with more than 3,000 lawyers in 29 offices. Located in 14 countries across Asia, Europe, the Middle East and the United States, Latham has more than 60 international practice groups and industry teams within the corporate, environmental, finance, litigation and tax departments. The firm’s global platform is comprised of a single, integrated partnership focused on providing the most collaborative approach to client service. Its lawyers are well versed and experienced in advising clients on high-profile and enterprise-transforming matters.
Latham has extensive knowledge of all debt products covering all types of loans and bonds, which combined with the restructuring experience, enables us to provide advice on highly complex special situations for private and publicly listed companies. Our jurisdictional presence in the areas of high yield, banking and restructuring reaches from Asia to the US via London and the Middle East, offering extensive market penetration worldwide that few firms can match.
Milbank LLP has one of the world’s leading CLO practices. Since the inception of CLOs, Milbank has represented market-leading arrangers, collateral managers, issuers, risk retention lenders, anchor investors and derivatives counterparties on a multitude of credit arbitrage transactions involving a diverse array of asset classes.
Milbank LLP’s Structured Credit team was ranked as the #1 Global CLO Manager counsel and as the #1 US CLO Manager counsel in Creditflux’s 2021 year-end Advisory Firm Rankings. For the last five years, Milbank has remained at the top of the publication’s global rankings and for the last four years, the firm has remained at the top of the US rankings. Milbank has also been ranked by Creditflux as the #2 CLO Manager Counsel in Europe for 2021. The publication’s league table rankings show that Milbank’s global structured credit team worked on 280 CLO issuances in 2021 valued at approximately US$131 billion. This is in addition to Milbank’s significant representation of arrangers and anchor investors on CLOs. Milbank’s CLO team was also named #1 Issuer Counsel for US CLOs by Asset-Backed Alert in the publication’s 2021 year-end rankings. Milbank’s CLO practice and our attorneys continue to be a top-ranking firm in the areas of structured finance and securitizations (including CLOs) by Chambers, Legal500 and IFLR1000 with partners Jay Grushkin and Sean Solis highlighted on Chambers and Partners’ Spotlight Table on CLOs. In 2021 and 2019, Sean Solis was named Lexology’s exclusive winner of the Client Choice Award for Securitization & Structured Finance in New York.
Our rankings reflect a unique combination of success in the CLO markets not only in both the United States and Europe, but also in the blend of our clients across the spectrum of both collateral managers and arrangers. The breadth of our client base gives us a unique perspective on the differing approaches of market players that enables us to make our documents state of the art, while maintaining efficiency and economy in our work product.
Moody’s Analytics provides financial intelligence and analytical tools to help business leaders make better, faster decisions. Our deep risk expertise, expansive information resources, and innovative application of technology help our clients confidently navigate an evolving marketplace. We are known for our industry-leading and award-winning solutions, made up of research, data, software, and professional services, assembled to deliver a seamless customer experience. We create confidence in thousands of organizations worldwide, with our commitment to excellence, open mindset approach, and focus on meeting customer needs.
PSL (Prytania Solutions Ltd) are an independent specialist service provider focused in the structured credit markets. With a dedicated team of quantitative analysts and ex-market professionals using state of the art technology the main emphasis is on providing independent valuations in the European ABS and MBS markets and the Global CLO market. Using machine learning and a very powerful cashflow analytics engine PSL deliver evaluated prices on 24,000+ ISINs daily along with valuations/analysis on a bespoke basis. PSL are a prime provider to bank’s IPV units, Securities Financing desks, lending platforms, Insurance and Asset Mangers globally. With regard to CLOs, equity tranche prices have become more in demand, given the asset/liability spreads and market volatility, from majority and minority holders alike. PSL undertake a deep drill analysis of the collateral building our own loan level cash flow models and re-calculate CPRs and CDRs alongside manager analysis. PSL have developed Global CLO Spread Indices which can be accessed on our web based portal. Total Return Indices are currently being beta tested with a launch targeted for Q3 2021. PSL are ISAE 3402 certified.
Sidley Austin is recognised as a global leader in advising on all aspects of CLOs in both Europe and the U.S. Our CLO teams in London, New York, Chicago and L.A. sit within the firm’s top-ranked Global Finance group that spans both sides of the Atlantic and Asia. With lawyers qualified in both English and U.S. law, we have advised on CLO and CDO structures dating back to the inception of the market and have been at the forefront of this market’s buoyancy in recent years. Our lawyers act for arrangers, investment managers and investors on public and private transactions. We have also been involved in a number of firsts as the U.S. and European CLO markets have returned.
TMF Group’s global capital markets practice offers a range of administrative, agency, issuer/SPV and trustee services, across industries and clients. Our unique footprint ensures we can provide clients and transaction parties with real time assistance from our local experts. We have substantial experience helping clients with new and refinanced securities, syndicated loans, secured transactions and multi-jurisdictional transactions.
Our comprehensive service offering, deep experience and global resource, as well as efficient onboarding and responsiveness, enables us to offer clients and transaction parties round the clock coverage.
Located in more than 30 locations, we are the trusted partner for banks, corporates, funds and other parties operating in the global capital markets.
Our global corporate trust team offers expert guidance and flexible solutions to private and public companies, government and tax-exempt entities, and financial institutions. This team along with our fund services and custody teams comprise our Investment Services division, which holds more than $7.1 trillion in assets under custody and administration. We operate a network of more than 4,500 employees in more than 100 offices across the U.S. and Europe to fully support your unique local, national and international needs. Grounded on the highest ethical standards, we partner with you to provide reliable and responsive corporate trust, custody and fund services tailored to our diverse client base. For more information about our comprehensive investment services offerings, visit us at usbank.com/investmentservices
Walkers is a pre-eminent financial services law firm. We, through our offices in Bermuda, British Virgin Islands, Cayman Islands, Dubai, Guernsey, Hong Kong, Ireland, Jersey, London and Singapore, are a leading provider of legal, tax, listing and corporate services to financial institutions, asset managers and capital markets participants.
Our clients, who include most of the world's leading financial institutions, rely on us for our experience, expertise and solution-driven advice. In Creditflux's 2021 CLO Census, we were recognised by our clients as the top CLO service provider for the fourth year in a row.
Our Dublin based Finance & Capital Markets Group is a multi-award winning team specialising in CLOs and is the largest dedicated CLO team in Ireland. Our team is experienced, responsive and dedicated to providing market leading service levels to our clients.
Our Finance & Capital Markets Group has acted as Issuer counsel on many market firsts and award winning deals in the CLO space and also regularly advises on the Irish legal, tax and regulatory aspects of the establishment and maintenance of Irish risk retention / originator structures.
Walkers Professional Services, our SPV administration business, is also a recognised market leader in the CLO space. Walkers Professional Services is synonymous with responsiveness, a solution-driven approach and a commitment to excellence in client service.
Together our Irish legal, tax, listing and corporate services teams provide an integrated one-stop shop solution for CLO Arrangers and CLO Managers issuing Euro CLOs through Ireland.
Click here to read more about our CLO capabilities.
At Vienna Stock Exchange we recognise that CLO transactions are a special sector within the debt industry and have therefore created a special offering tailored to meet the requirements of this important sector. We are launching this product following considerable success in listing many CLOs on the warehousing phase and look forward to attracting the post-warehousing CLO transactions. We are honoured to have earned the trust of the debt market without whom we could not have become the fastest growing debt listing venue in Europe and look to expand this success to CLOs. Contact our team for further details.
Founded in 2005, CIFC Asset Management LLC is a global credit specialist offering investment solutions across CLOs, corporate, structured, and opportunistic credit strategies designed to deliver consistently attractive risk-adjusted returns to its institutional clientele. CIFC’s focus is on capital preservation, current income and acute risk management. The firm leverages its fundamentals-based research and deep experience investing across a wide variety of credit cycles and interest rate environments to target investment opportunities that generate alpha while preserving investor principal. CIFC currently manages over $28.5bn in assets and employs more than 100 professionals in the U.S. and Europe. http://www.cifc.com/.
Churchill, an investment-specialist affiliate of Nuveen (the asset manager of TIAA), provides customized financing solutions to middle market private equity firms and their portfolio companies across the capital structure. With $24 billion of committed capital, we provide first lien, unitranche, second lien and mezzanine debt, in addition to equity co-investments and private equity fund commitments. Churchill has a long history of disciplined investing across multiple economic cycles and our unique origination strategy, best in class execution and investment are driven by more than 80 professionals in New York, Charlotte and Chicago. More information can be found at www.churchillam.com.
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