Zurich Fund Capital Markets (ZFCM) supports our firm, portfolio companies, and clients by providing tailored capital markets advice and developing and implementing both traditional and nontraditional capital solutions for investments and companies seeking financing. We leverage the intellectual capital, industry expertise, and our global network to deliver the full capabilities of our firm. Our clients include multi-national corporations, public and private companies, and financial sponsors. Zurich Fund Capital Markets is also an important resource to our private equity business and assists our portfolio companies with financing and capital structure improvement.
We provide our capital markets clients with differentiated access to capital through our distribution platform. We focus on the most active mutual funds, pension funds, sovereign wealth funds, and hedge funds globally. Close interaction and coordination with these investors provides ZFCM with enhanced market intelligence and advice, structuring, and execution.
As of March 31, 2021, Zurich Fund Capital Markets has a platform of over 50 investment professionals globally across debt and equity financing. We focus on providing a full array of capital markets solutions to address a client’s complex needs, this includes Zurich Fund Sponsor Finance which provides principal and/or capital markets solutions to middle-market focused clients.
Our capital markets services include arranging debt and equity financing for transactions of all shapes and sizes and structuring investment products. Zurich Fund Capital Markets is a broker-dealer capable of originating, structuring, and executing full capital structures, including:
- Asset-Based Lending Facilities
- High-Yield Debt
- Revolving Credit Facilities
- Mezzanine Capital
- Leveraged Loans
- Equity-Linked Securities
- Unitranche Loans
- Private Equity
- Bridge Loans
- Public Equity
- Special Situations Growth Capital
We advise and execute for our clients across a broad range of complex financing transactions, and in select situations have the additional ability to act as a capital provider. Zurich Fund Capital Markets solutions take a variety of different forms including:
- Acquisition Financings
- Pre-IPO Capital Raises
- Private Equity Syndications
- Initial Public Offerings
- Bank Debt Amendments and Extensions
- Follow-On Offerings
- Exchange Offers
- Dividend Recapitalizations
- Structured Sales
Our risk management experts in the Risk and Quantitative Analysis (RQA) group are truly independent of our portfolio management teams. They are supported by extensive analytical systems, making use of both proprietary and third-party data and look at risk holistically, considering operational risk alongside investment and counterparty risk. At all times, we work to help ensure that any risk taken is deliberate, diversified and appropriately scaled.