We are committed to providing attractive financial
solutions for our clients so that they can focus on
building, operating and growing successful
businesses and projects.
We are committed to providing attractive financial
solutions for our clients so that they can focus on
building, operating and growing successful
businesses and projects.
Whitehall has passion for innovating, structuring and executing
unique financing alternatives to produce the optimal results for
its clients. We are able to achieve this through our highly skilled
team of senior professionals with complimentary capital markets
expertise. Whitehall is ideally positioned to handle its clients
toughest challenges.
Whitehall has expertise across a variety of financial structures
and instruments, ranging from plain vanilla to highly complex,
and has a demonstrated ability to identify the most efficient
solution for our clients capital needs.
Whitehall executes transactions utilizing a network of
established, long term relationships with sophisticated
institutional investors, including global banks, regional banks,
public and private pension funds, insurance companies,
sovereign wealth funds, family offices, private equity funds,
infrastructure funds, superannuation funds, strategic investors
and others.
Securities offered through Whitehall Capital Markets LLC,
member FINRA/SIPC. Whitehall Capital Markets LLC is 100%
owned by Whitehall & Company LLC.
At Whitehall, we believe that selecting an equity partner is one of
the most difficult challenges a company can face. The alignment
of interests and perspectives is as important as the capital itself.
We have worked extensively with equity capital providers, raising
capital for top-tier sponsors and developers. Drawing on our
experience and established relationships, we deliver the
necessary access and expertise to help you find the appropriate
equity partner to support your growth.
Our equity placement expertise includes a variety of partnership
solutions, which may include development equity, permanent
common equity, preferred equity or a structured combination
of these solutions.
At Whitehall, we leverage our sector-focused expertise to deliver outstanding results for private equity and debt fund managers who are in
the process of raising capital.
For both first-time managers and experienced fund management platforms, working with a placement agent who understands a fund’s
strategy, sector, and underlying investments is critical. Whitehall is, first and foremost, comprised of energy and real asset professionals
with strong investor relationship networks. Given the firm’s leadership in core sub-sectors, Whitehall has a deep understanding of the
various levels of appetite across each investor type and prides itself on targeted outreach with less distraction.
It is our belief that fewer, but more impactful, Limited Partner meetings streamlines the fundraise process and allows General Partners to
spend more time on investing and building pipeline, rather than fundraising. Unlike other placement agents housed within investment
banks, Whitehall is not an arms-length division. Internal collaboration is paramount, resulting in constant interface with investment banking
energy and real assets coverage.
Whitehall established its fund placement business in response to an increasing number of managers requesting fund raising capabilities
and, conversely, investors requesting fund investment opportunities. Fund placement is a natural extension of Whitehall’s core investment
banking and capital markets businesses and leverages deep, long-standing relationships amongst a broad range of institutional investor
types including:
We understand that the debt markets are becoming increasingly specialized and can be challenging for companies to navigate. The tone and
receptivity of markets change as often as the daily news headlines. At Whitehall, our capital markets professionals know and understand the
market by maintaining direct contact with debt capital providers and understand how today’s challenges are directly impacting their views and
preferences.
Our professionals are experts at identifying the appropriate debt capital solution for every capital need. We possess the resources to structure a
debt product that meets your unique capital requirements and the market relationships to directly source that capital. We have a demonstrated
track record of structuring, executing, and placing a variety of investment grade and below investment grade debt products across project
finance and corporate finance transactions.
Solutions and markets include secured and unsecured senior debt (bank revolvers, term loans, working capital loans, and privately placed bonds),
subordinated debt (second position, second lien, mezzanine, and holding company debt) and other structured or hybrid solutions.
Established in 2014, the Whitehall Institutional Project Finance Program represents $3 billion in capital, provided by sophisticated institutional
investors that have formally agreed to work directly with Whitehall on providing long term debt solutions to infrastructure related project
finance transactions.
Optimization of your tax position is essential for success in today's marketplace. At Whitehall, we offer expertise in the structuring, execution, and
syndication of tax equity for partnership and lease transactions. Our professionals have evaluated or executed the predominate tax structures
available in the market. The current tax equity market is often guided by changes in legislation or other unpredictable factors. We maintain direct
relationships with the tax law and tax accounting professionals influential in structuring tax related optimization as well as the unique
investors active in providing tax equity capital.