New Issuance Execution of Convertible Debt

When working with an investment bank on a new issuance execution of convertible debt, a company must be aware of the inherent conflicts in the traditional investment banking model.  Your investment banking advisor has two types of clients:  corporate clients and investor clients.  Having an independent, dedicated and experienced advisor who sits on YOUR side of the table is incredibly important to ensure that you are receiving advice that is free of conflicts and entirely unbiased.

Convertible debt securities can also be very complex.  Prior to founding J. Wood Capital Advisors, Jason Wood was the Head of Equity-Linked Capital Markets for the Americas at J.P. Morgan. Under his leadership, J.P. Morgan earned a #1 ranking in nearly every category of U.S. Equity-Linked issuance, including stabilization agent, number of deals, and league table. Other senior members of J. Wood Capital Advisors worked with Jason on the Equity-Linked Capital Markets team at J.P. Morgan.  No other advisory team has the deep experience and expertise associated with new issuance execution of convertible debt, including in the areas of structuring, pricing, economics, documentation, accounting, and execution tactics.

J. Wood Capital Advisors can also help companies design and structure green convertibles at no added cost. We work with management teams to determine whether green convertibles work in their best interest and ultimately assist companies with aligning their issuance with the core components of the green bond principles.

We look forward to acting as an extended part of your team as we share our collective experience with you to ensure a successful outcome in your convertible debt execution.