Capital Markets and Advisory

Our experienced team of industry specialists focuses on the right solutions for capital growth, business expansion, and financial complexities. We’re backed by deep product knowledge across a wide range of industries to lead you to better opportunities today and tomorrow.

Capital Markets

Our experienced teams of capital markets specialists focus on cutting edge solutions for capital raising, business expansion, and solving financial complexities. We’re backed by deep product knowledge across a wide range of industries to lead you to better opportunities and outcomes today and tomorrow.

Equity Capital Markets

  • Initial Public Offerings (IPOs)
  • Secondary / Follow-On Offerings
  • Equity-Linked (Convertible) Offerings
  • Structured Equity (Forwards, Capped Calls, Accelerated Share Repurchases)
  • At-The-Market Offerings ("ATMs")
  • Share Repurchases
  • Equity Private Placements

High Grade Capital Markets

Provides client-specific advisory services to clients.

  • Revolving Credit Facilities
  • Term Loans
  • Bridge Loans
  • Public Bond Offerings
  • Private Placement Offerings
  • Junior Subordinated (Hybrid) Issuances
  • Ratings and Liability Management Advisory

Asset Backed Securitization

Focuses on a value-added, customer-specific approach to managing the risk associated with interest rate, currency, and commodity exposure.

  • Asset Backed Securities
  • Bilateral and Syndicated ABS Warehouse Facilities
  • Agented Financings for Private Credit Asset Managers

Leveraged Finance

Provides comprehensive solutions for managing short-dated currency processing needs.

  • Cash Flow and Asset-Based Lending (“ABL”) Revolving Credit Facilities
  • Pro Rata and Institutional Term Loans
  • High Yield Bonds
  • Bridge Financing
  • Ratings and Liability Management Advisory

Project Finance

Delivers comprehensive capital structure planning and execution within the education, health care and senior living, affordable housing, and project finance sectors.

  • Clean Energy Project Financing through Tax Equity Investments
  • Clean Energy Tax Credit Transfer Transactions
  • Syndicated Greenfield Construction and Term Credit Facilities for Infrastructure and Energy Projects
  • Acquisition Finance for Infrastructure and Energy Projects
  • Project Bonds and US Private Placements for Infrastructure and Energy Projects 

Public Finance

Delivers comprehensive capital structure planning and execution within the education, health care and senior living, affordable housing, and project finance sectors.

  • Municipal Debt Offerings: Taxable, Tax-Exempt, Fixed, Floating, Short-Term Financing
  • Municipal Green Bonds
  • Bank and Capital Markets Solutions
  • Leading Market-Maker for Municipal Bonds with Distribution to Retail and Institutional Investors
  • Focus on Sustainability and Policy Objectives
  • Leading Underwriter for Capital Competitive Bidding
  • Active Market Making in VRDNs
  • Community Reinvestment Act (CRA) Lending

Financial Risk Management

Delivers comprehensive capital structure planning and execution within the education, health care and senior living, affordable housing, and project finance sectors.

  • Interest Rate Strategy and Protection
  • Cross-Currency Hedging
  • Foreign Exchange Payments and Risk Management
  • Commodity Derivatives

Mergers & Acquisitions

Accelerate your company’s vision with our Mergers & Acquisitions (M&A) team. Our senior M&A and senior industry investment bankers work alongside each other to deliver powerful execution capabilities with deep sector knowledge. We partner with our clients to formulate a tailored M&A strategy that meets our client’s strategic growth and transition goals.

Private and public companies and financial sponsor firms across a wide variety of industries and growth dynamics value our reputation as a top provider.

Key contacts

James Pirouz, Managing Director Head of Capital Markets and Syndicate

James Pirouz

Managing Director Head of Capital Markets and Syndicate

james.pirouz@truist.com

Raul Gutierrez, Head of Mergers & Acquisitions

Raul Gutierrez

Head of Mergers & Acquisitions

raul.gutierrez@truist.com

Additional banking solutions

Truist One View

Streamline your operations with advances payments, security tools, cash management options, and commercial credit cards.

Commercial Real Estate

Capital raising to loan servicing. Private operator to real estate investment trust. Community capital to seniors housing. Whether you need a wide variety of capabilities, efficient decision-making, responsiveness, or specialized expertise, we’ve got you covered.

Risk management

Personalized client service and innovative solutions is what you can expect from Truist Insurance Holdings.

Business Resource Center

Looking for a fresh perspective? Expand your knowledge and stay up-to-date with resources for better business strategies.

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Disclosures

Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

Equal Housing Lender

Investment and Insurance Products:

  • Are Not FDIC or any other Government Agency Insured
  • Are Not Bank Guaranteed
  • May Lose Value

Services provided by the following affiliates of Truist Financial Corporation (Truist): Banking products and services, including loans and deposit accounts, are provided by Truist Bank, Member FDIC. Trust and investment management services are provided by Truist Bank, and Truist Delaware Trust Company. Securities, brokerage accounts and /or insurance (including annuities) are offered by Truist Investment Services, Inc., which is a SEC registered broker-dealer, member FINRA, SIPC, and a licensed insurance agency. Investment advisory services are offered by Truist Advisory Services, Inc., GFO Advisory Services, LLC., each SEC registered investment advisers.

Mortgage products and services are offered through Truist Bank. All Truist mortgage professionals are registered on the Nationwide Mortgage Licensing System & Registry (NMLS), which promotes uniformity and transparency throughout the residential real estate industry. Search the NMLS Registry.

Comments regarding tax implications are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

"Truist Advisors" may be officers and/or associated persons of the following affiliates of Truist, Truist Investment Services, Inc., and/or Truist Advisory Services, Inc. Truist Wealth, International Wealth, Center for Family Legacy, Business Owner Specialty Group, Sports and Entertainment Group, and Legal and Medical Specialty Groups are trade names used by Truist Bank, Truist Investment Services, Inc., and Truist Advisory Services, Inc.

Truist Securities is a trademark of Truist Financial Corporation. Truist Securities is a trade name for the corporate and investment banking services of Truist Financial Corporation and its subsidiaries. All rights reserved. Securities and strategic advisory services are provided by Truist Securities, Inc., member FINRA and SIPC. Lending, financial risk management, and treasury management and payment services are offered by Truist Bank. Deposit products are offered by Truist Bank.

Applications, agreements, disclosures, and other servicing communications provided by Truist Bank and its subsidiary businesses will be provided in English. As a result, it will be necessary for customers to speak, read and understand English or to have an appropriate translator assisting them. Truist offers the following resources for consumers that have Limited English Proficiency:

  • Multilingual teammates available at our Multicultural Banking Centers
  • Materials for some products and services are available in Spanish, Korean, Vietnamese, Mandarin, and other languages spoken in the communities we serve.
  • Phone assistance in Spanish at 844-4TRUIST (844-487-8478), option 9. For assistance in other languages please speak to a representative directly.

New York City residents:

Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at http://www.nyc.gov/dca.

  • Limited English Proficiency Support
  • New York City residents

Borrowers with Limited English Proficiency (LEP) needing information can use the following resources:

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