CORPORATE CAPITAL MARKETS
Siebert Williams Shank provides insightful capital markets coverage and value-added execution to public and private companies and all major government sponsored enterprises. We have experience serving a wide spectrum of industries and work diligently to understand and achieve the goals and objectives of our issuer and investor clients. Our service offerings include:
Fixed Income Underwriting
We have helped support the funding needs of over 200 corporations, including 80% of the Fortune 100. We are consistently among the most active underwriters of U.S. investment grade debt.
Commercial Paper
Siebert Williams Shank is the only independent broker-dealer to have a meaningful presence in the CP market, serving as a named dealer on over 55 corporate CP programs.
Equity Underwriting
Our participation in an issuer’s IPO is the first phase of the long-term relationship we seek to build through value added engagement and targeted service offerings delivered over time.
Share Repurchase
We have repurchased stock for over 130 U.S. corporations since our first rotation in 1997. Every rotation is important to us - whether under $10 million or over $5 billion.
Advisory
Siebert Williams Shank is well positioned to execute assignments that are too small for large firms. We provide fairness opinions and assist with mergers, acquisitions and divestitures.
Filter
$181 million
Centuri
Secondary Offering
May 21, 2025
CO-MANAGER
$575 million
IDACORP, Inc.
Follow-on Offering
May 9, 2025
CO-MANAGER
$457 million
Aspen Insurance Holdings Ltd.
Initial Offering
May 8, 2025
CO-MANAGER
$2.5 billion
The Bank of New York Mellon
Senior Unsecured Notes
April 14, 2025
ACTIVE JOINT BOOKRUNNER
$2.5 billion
Morgan Stanley
6NC5 fixed-to-floating rate
April 14, 2025
JOINT LEAD MANAGER
$2.25 billion
Verizon
10-Year Notes
March 24, 2025
JOINT BOOKRUNNER
$9.2 billion
Johnson & Johnson
Bond offering
February 18, 2025
CO-MANAGER
$13 billion
Charles Schwab
Secondary Offering
February 10, 2025
CO-MANAGER
$4.75 billion & 3.5 billion euro
IBM Corporation
Multi-tranche
February 5, 2025
CO-MANAGER
$3.0 billion
Stryker Corp.
2-, 3-, 5- and 10-yr Notes
January 30, 2025
CO-MANAGER
$8.5 billion
Goldman Sachs
4-Tranche note offering
January 21, 2025
CO-MANAGER
$115 million
EVgo
Secondary Offering
December 16, 2024
CO-MANAGER
Contact David Finkelstein & Ahmad Ismail, Co-Heads of Corporate Finance:
(212) 830-4536 | (212) 830-4539