Tax-Exempt Underwriting, Sales and Trading

Jackson Securities Tax-Exempt Underwriting, Sales And Trading Group is located in Stamford, CT. Led by Managing Director Beth Wolchock , who was the first woman to head a national syndicate desk at a major Wall Street firm, the group consists of industry professionals who average more than 20 years of experience and provide the following services:

• New Issue Underwriting and Sales - Our Sales professionals have relationships with all of the major buyers. More importantly, they concentrate on second and third tier buyers who are often overlooked by larger firms. This allows us to bring new buyers to an underwriting and broaden the distribution of the issuer's bonds. In addition, our sales team supports all of the maturities in a transaction, including the least popular, and frequently puts in for more than its liability.
• Competitive Bond Issue Bidding - Jackson Securities supports our clients by being an active and aggressive bidder on competitive bond issues. This promotes a balanced market and improves market accessibility.
• Active Secondary Market Trader and Market Maker - Jackson Securities is one of few firms its size actively trading in the secondary market. This activity adds value to our underwriting clients' bond offerings because both institutional and retail buyers can rely upon a market bid for their bonds when it is time to sell. An issuer whose bonds have a ready secondary market can expect lower interest rates on new issues.
• Short-Term Remarketing and Dealer Services - Jackson Securities' short-term desk is an active dealer and remarketing agent on variable rate demand bonds, tax-exempt commercial paper, and other short-term products.
• Private Placement Services - Our Sales Desk is adept at placing underrated or highly complex transactions with institutional buyers. Illustrative projects might include an off-balance sheet dormitory for an un-rated college, a theme park, or an educational center. In each transaction, our professionals work with the issuing client and the buyers to achieve the optimum structure with the lowest cost of funds.

For information about Tax-Exempt Underwriting, Sales and Trading, contact 1.866.888.4574

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