Investment Banking

Our senior bankers have an average of over 25 years of Wall Street experience at firms including Goldman Sachs, Credit Suisse, JP Morgan, and Citigroup. They are particularly focused on clients’ needs in the following areas:

  • Debt Capital Markets
  • Equity Capital Markets
  • Advisory
  • Financial Strategies
  • Corporate Share Repurchase

Our expertise spans a wide range of sectors, including consumer and retail, energy, financial institutions, financial sponsors, industrials, media, communications and information services, real estate, gaming and lodging, and technology.

Meet Our Team

For performance information email us at:
info@ramirezco.com


Banking

Financial Strategy Group

Syndicate

Debt Capital Markets

The Debt Capital Markets Group offers underwriting and distribution of fixed income securities including corporate bonds, preferred stocks and hybrids, asset-backed securities, and U.S. agency unsecured debt and mortgages. Our investor base consists of unique retail and Tier 3 investors as well as the largest Tier 1 and Tier 2 investors in the country. The group typically underwrites and participates in syndicates for over 100 new issue transactions annually.

  • Participated in new issue corporate debt transactions totaling over $1.0 trillion for a total of 460 issues during the previous 5 years (2015 – 2019)
  • Book-runner of 17 corporate transactions for nine issuers since 2010, including a $400 million offering for San Diego Gas in May 2019
  • Participated in debt and equity capital markets transactions for approximately 400 different companies over the past decade, including more than 25 percent of the global Fortune 500

Equity Capital Markets

The Equity Capital Markets Group offers banking, underwriting and financial strategies services to corporations. The Firm's equity underwritings include spin-offs, private equity sponsored transactions, equity recapitalizations by financial institutions, traditional initial public offerings (IPOs) and follow-on offerings.

  • Co-manager or underwriter in eight of the 10 largest U.S. equity new issue transactions of all time
  • Participated in approximately 150 equity transactions including 42 IPO’s during the five year period from 2015 – 2019

Advisory

The Ramirez Advisory team provides strategic advice to a number of U.S.-regulated utilities and state and local governments. Our Financial Strategy Group provides analytical support for M&A transactions and advisory assignments.

Financial Strategies

The Financial Strategies Group (FSG) assists the Firm’s Investment Banking Clients on empirical finance topics such as optimal capital structure and cost of capital, shareholder payout policies, drivers of credit ratings and debt capacity, maturity and forex structure of liabilities, valuation of complex securities including M&A related hybrids and executive stock options, new product development, “unusual and complex” projects, and econometric analyses. FSG addresses topics de jour by publishing relevant articles (e.g. SOFR-LIBOR transition, ultra-long bonds) and authors the Quarterly Macroeconomic Review.

Institutional Equities

The Institutional Equity Group is an experienced team of equity sales and trading professionals that puts clients first and produces value-added results. Our seasoned Equity team offers performance-enhancing products and services for agency only trade execution as well as distribution of underwritten equity offerings to institutions, pension funds, corporations, plan sponsors and money managers.

  • All trading is executed on our Financial Information Exchange (FIX)-compliant New York desk
  • Equity execution in listed, over-the-counter (OTC) and international markets
  • A suite of sophisticated and unique algorithm trading strategies
  • Team averages over 25 years of experience to handle orders on a manual basis
  • Program/basket trading
  • Corporate share repurchase

Corporate Share Repurchase

Ramirez is also well-versed in corporate share repurchase (CSR) transactions, having worked with Fortune 100 companies on at least 85 of such agreements with 165 million shares traded over the past five years. Every share repurchase is handled by a senior equity professional and makes use of our algorithmic trading group.

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