Evercrest Advisors, LLC is an independent advisor on interest rate derivatives and other hedging products. Our clients include state and local governmental entities, higher-ed and cultural institutions, hospitals, real estate managers, investors, and developers, other corporate entities, and more.
Evercrest is a registered municipal advisor with both the MSRB and SEC. Evercrest acts as an Independent Registered Municipal Advisor (IRMA) for numerous clients and serves as a Qualified Independent Representative (QIR) for our non-ERISA “Special Entity” governmental and municipal clients. Evercrest Advisors is also a registered Commodity Trading Advisor and a member of the National Futures Association.
Within the real estate sector, Evercrest is one of the industry’s top hedging advisors, with a broad base of customers among the nation’s largest developers and property managers, REITs, mortgage banking companies, and Subchapter C corporations with real estate activities. We run competitive bids and assist in swap negotiations with all major swap/cap dealers.
Primary Services:
-- Advising clients on the structuring, pricing, execution and on-going monitoring of derivative positions, including hedges on interest rates, currencies and commodities (swaps, caps, swaptions, collars, corridors, etc.).
-- Assisting clients in navigating through the Dodd-Frank/CFTC regulations and requirements for over-the-counter derivatives.
-- Review and negotiation of ISDA swap documentation.
-- Advising on all types of debt offerings, providing recommendations on debt mix (fixed/floating rate), product selection, term, amortization structure, pricing and optional redemption provisions.
-- Assisting in the solicitation, evaluation and negotiation of proposals from underwriters, bank direct loan lenders and credit facility providers.
Company Details
- Employees
- 2
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.evercrestadvisors.com
Evercrest Advisors Questions
Evercrest Advisors's website is http://www.evercrestadvisors.com
Evercrest Advisors's LinkedIn profile is https://www.linkedin.com/company/evercrest-advisors
Evercrest Advisors has
2 employees.
View email and phone details for 2
employees at Evercrest Advisors.
Evercrest Advisors's industry is
Financial Services
Evercrest Advisors's top competitors are
Fmi,
Evercrest Holdings,
Dunn Rush & Co. Llc,
The Yuba Group,
Fifth Third Securities,
Oppenheimer & Co. Inc.,
The Mclean Group,
Evercrest Capital Limited,
National Capital Resources,
Metris Consulting.
Evercrest Advisors's categories are Financial Services
