Services

  • Sales & Trading

    Fixed Income

    Though Bonwick prides itself on extensive fixed income expertise in mortgage-backed securities, the firm has expanded to offer a full suite of fixed income and equity sales and trading capabilities. Bonwick is active in municipal, corporate and asset backed securities as well as in performing, non-performing and re-performing loans. In addition, the firm advises several small, medium-sized and large mortgage originators and banks on growing their origination business, dealing with the government agencies and finding take out partners for mortgage servicing rights and new jumbo loan production.

    Bonwick can tap into the vast network of the firm’s principals to help distribute and source various products in this space. For smaller deposit institutions, Bonwick offers access to larger buy side and sell side institutions.

    Bonwick distributes fixed income products to small and medium sized firms that are below the typical asset size for larger institutions. Bonwick provides analytics, portfolio optimization, balance sheet analysis, market color, as well as top to bottom solutions by combining its proficiencies in capital markets with its investment banking unit. Our sales and trading group competes on the total value we bring to our clients, not simply on price.

    Equities

    The Bonwick Equities Group is committed to top-tier service and providing best execution for our institutional clients. We are active in US listed stocks, ETF’s, equity and index options. Our capital markets and corporate access teams are always looking to provide great syndicate and access opportunities for our clients.We work with best-in-class software and tools in order to provide clients with the services they deserve. In addition to lit exchanges, we have access to over 25 dark pools and utilize dozens of algorithms to meet client needs for liquidity with minimal market impact.

    Our focus is delivering the best results for our clients – we are confident that if we consistently outperform for our customers, their success will be our success. The Bonwick equity trading group is committed to working with clients to meet their long-term goals.

  • Investment Banking

    Bonwick provides expert, objective and conflict-free advice on mergers and acquisitions, private placements, and corporate finance issues for privately-held businesses, publicly-traded companies and financial sponsors. Bonwick’s investment banking team is also uniquely skilled in private equity and structured products transactions as agent/underwriter, lender and principal. The team has had a tremendous historical focus on capital intensive industries and financial sponsor coverage.

    • Financial Services
    • Energy and Natural Resources
    • Real Estate, Lodging and Gaming
    • Capital Asset Management
    • Project Finance & Infrastructure
    • Technology, Media and Entertainment
  • Financial Advisory & Consulting

    Bonwick offers independent financial advisory and consulting services to Federal and State governments and financial institutions such as investment and commercial banks, and investors in the areas of portfolio valuation and advisory services, transaction advisory services and financial consulting. Our core strengths are in housing, MBS, MBS securitizations, structured products, asset and loan sales, risk management, pricing and valuation of fixed income portfolios. We work with senior executives, investors, management teams and business owners worldwide.

  • Capital Introduction

    Bonwick provides capital introduction services for hedge funds and private equity funds. The firm has a team of professionals that is focused on this effort and maintains a large network of institutional, family office and high-net worth investors. Utilizing the firm’s extensive global network, Bonwick is able to make targeted introductions for asset managers to leading investors. Capital introduction services include:

    • Pre-marketing consultation including materials review and creation
    • Fund raise strategy, planning and positioning services
    • Targeted introductions to potential capital sources
    • Other marketing support services
  • Emerging Markets

    The Bonwick Capital team is experienced in executing complex transaction in various geographic jurisdictions. We leverage the firm’s deep global networks to complement our transaction sourcing, structuring and global risk distribution capabilities for the benefit of our Middle East and Africa based clients.

    While our emerging and growth markets practice revolves primarily around our investment banking and capital introduction expertise, we also have the ability to help African corporate clients access the U.S. capital markets through our sales and trading business.

    Our sector focus and expertise in Africa and the Middle East is concentrated in capital intensive industries:
    • Power
    • Energy and Natural Resources
    • Project Finance and Infrastructure
    • Financial Services
    • Real Estate, Lodging and Gaming