Business Services / Financial Services

The Xnergy Financial Team provides investment banking services to banks, thrifts, mutual companies and other financial services companies; including: finance real estate investment trusts, business development companies and insurance companies. The credit crisis has produced a global shockwave for the financial services industry. Lingering pools of troubled assets, increased regulatory implications, government assistance, as well as the fall of major players continue to present unique challenges along with complex, mounting pressures and aggressive legislative developments. Our senior bankers have developed financing options for numerous businesses over multiple economic/market cycles. Xnergy Financial's Institution Investment Banking professionals have extensive experience in: public underwritings of common stock, preferred stock and debt securities; private financings; initiating, structuring and negotiating mergers & acquisitions, valuations, and tender offers.