Capital AdvisoryMergers and AcquisitionsInvestment ManagementReports and Commentary

Assessment

Ponder & Co.'s philosophy is to ensure that you make a sound decision, finding the financial product and pricing that suit your needs:

Define Goals Articulate the client's goals to focus the process on the important outcomes
Education Create a clear understanding of the structure and components of a sound financial strategy
Risk Analysis Expert risk analysis provides understanding of the types of risk:
  • Compare risks across structures - traditional and synthetic
  • Quantify risk, translating it into cash flow and present value dollars
Given the price of risk, a decision can be made on whether to be paid to assume risk or pay to avoid it
Suitability Determine if the structure is suitable given the client's financial condition and risk profile
Market Timing Establish specific targets for executing the transaction and adhere to those targets
Success A successful derivatives plan includes:
  • Appropriate Swap Structure
  • Effective Documentation - legal and credit terms
  • Fair Pricing

For more information contact Julian Head at 615-613-0212 or .