Peter Clerc Email & Phone Number

Greater Boston Area

• Co-founded Evercrest to continue passion of advising clients on risk management, debt issuance, and derivative execution
• Specialized in complex issuer financings (State Housing Finance Agencies and project finance) and sophisticated rate-hedging strategies
• Specific swap transaction services typically involve: (i) identify and structure swap/derivative strategies to hedge interest rate risk prevalent within a client's debt portfolio, (ii) assist with internal approval.
• Serve as bond pricing advisor for negotiated debt issuances and advise on Total Return Swap (“TRS”) execution with fair market price certification
• Provide ongoing swap and derivative hedge accounting advice with hedge effectiveness testing in accordance with GASB and FASB guidelines
• Evercrest is a registered municipal advisor with both the MSRB and SEC. We act as an Independent Registered Municipal Advisor (IRMA) for numerous clients and serve as a Qualified Independent Representative (QIR) for.

Greater Boston Area

• Financial advisor specializing in interest rate risk strategy and debt issuance; focused on issuer clients either within the public sector, corporations, and real estate developers, investors and asset managers.
• Advised on the execution of approximately 250 derivative transactions (unwinds, amendments, new) across 75 different clients with an aggregate notional volume of $12 billion.

Manhattan, New York, United States

• Structured and marketed derivative products, primarily interest rate based, to the client base of the Public Sector and Infrastructure Group (“PSI”) within the Investment Banking Division (includes state and local.

Manhattan, New York, United States

• Supported the senior team members who focused on risk management and capital markets solutions for issuer clients.