Wunderlich’s Equity Syndicate team brings more than 40 years of combined experience in syndicate origination and execution to both public offerings and private placements of equity and debt offerings. We are an active underwriter of institutional and retail oriented capital raises.
Our syndicate desk is a hub for issuers as they file offerings to raise capital. On behalf of the issuer, the syndicate team interacts with institutional and private client sales teams, traders, investment bankers, research analysts, institutional investors and legal counsels. The syndicate desk coordinates each step of the transaction toward a successful offering, including:
- Providing educational materials
- Coordinating analyst calls
- Developing roadshow presentations and schedules
- Providing market feedback
- Book building and allocation process
Institutional Distribution Strength
Syndicate issuers can depend upon the full support of Wunderlich’s equity capital markets sales, trading and research professionals. Our seasoned institutional sales force covers more than 500 accounts across the U.S. and Europe.
Strong Retail Retention
We differentiate our syndicate effort by delivering excellent retail retention through Wunderlich’s growing private client group channel. Our success in this area is a result of a continued focus on educating financial advisors on the importance of identifying long-term investors for new offerings. As a result, our advisors consider every transaction as a long-term partnership with both the company and their clients.
Post Transaction Support
Our syndicate services do not end after the successful closing of your offering. Through our active engagement on a variety of non-deal events, including non-deal roadshows, in-house investor presentations, conference calls and on-site investor visits, Wunderlich provides proactive support which continues long after the deal.