YOUR COMPANY COUNTS ON YOU TO PLAN WELL. WE CAN HELP.
In addition to individual planning, many executives must make decisions related to corporate-level strategies. Through your relationship with your financial advisor, you have access to the full services available at Raymond James including consultants focused on a wide range of corporate solutions. These specialists are available to design and execute strategies including plan initiation or providing an independent analysis of the programs you currently have in place.
BENEFIT PLAN DESIGN AND ADMINISTRATION
Offering a competitive employee benefits package is a key component to retaining your most valued employees. A variety of benefit plans can be provided to employees ranging from employee- or employer funded, tax-advantaged retirement plans to plans that provide ownership in the company through either the ability to purchase stock at a discount or through stock option grants. Another example is a non-qualified deferred compensation plan, commonly funded through corporate-owned life insurance. Your Raymond James financial advisor has the tools and resources available to assist your company with defined benefit plans, defined contribution plans, stock option plan administration and insurance solutions.
SHARE REPURCHASES
In periods of depressed stock prices, some companies elect to repurchase their stock on the secondary market through a variety of techniques including 10b18 opportunistic repurchases or consistent corporate 10b5-1 plans. Implementation of a buyback plan can be an accretive strategy for existing shareholders. Raymond James has a dedicated team of corporate trading consultants available to work with your company in assessing and executing the best structure for a repurchase program.
INSTITUTIONAL MARKETING
Maintaining active communication with the institutional shareholder community is a key function for company management. Raymond James’ institutional marketing team leverages our strong relationships with more than 1,800 domestic and international institutional investors to assist in this effort. Through our Corporate Access program, we offer a variety of solutions to facilitate management interaction with investors including nondeal roadshows, field trips, and one-on-one meetings or conference calls.
INVESTMENT BANKING SERVICES
Raymond James’ broad range of investment banking services includes debt, equity and equity-linked capital raising services through public and private offerings; merger and acquisition advisory services including sales and divestitures, tender offers, leveraged buyouts, takeover defenses, fairness opinions, and valuations; and corporate restructuring and reorganization.
Raymond James’ Investment Banking division has eight industry-specific teams that facilitate a variety of capital market solutions. Additionally, there are three specialized transaction teams that work across all industries.
Industries of focus:
Transaction groups:
DEVELOPING STRATEGIES FOR CORPORATE EXECUTIVES
CORPORATE LENDING
Raymond James Bank,* a wholly owned subsidiary of Raymond James Financial, Inc., offers an array of corporate, real estate and high-net-worth lending programs designed to suit a variety of business needs in all 50 states. The bank’s capabilities primarily include business lines of credit to fund working capital requirements, commercial real estate and construction financing, and securities-backed products such as collateralized loans and standby letters of credit. Additionally, the bank joins with many large financial institutions as a participant in national bank loan syndications. Raymond James Bank is committed to strict loan underwriting standards and conservative growth, reflecting the prudent management philosophy that characterizes its parent company.
Raymond James Bank is affiliated with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc.
We are diligent in staying up to date with regulatory standards, helping sponsors manage fiduciary risk, while optimizing participants’ benefits at a reasonable cost.
