Who We Serve

Swap Financial Group advises governments and government agencies, 501(c)(3) non-profit organizations, corporations, and real estate developers/owners on debt borrowing/issuance and risk management. Founded in 1998, we were the first interest rate swap/derivative advisor of its kind and cover clients that range from the most prestigious and complex issuers in the country to smaller entities with fewer resources.

Real Estate

Commercial Real Estate and Affordable Housing Owners and Developers, REITs, Lenders, Servicers.

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Governmental Entities

States, Cities, Counties, Government Agencies (Housing, Transportation, Utilities, School Districts).

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Non-Profits

Higher Education, Hospitals, Museums, Research Institutions, Endowments.

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Corporations and Partnerships

Public and Private Companies, Institutional Investors, Hedge Funds, Family Offices.

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Our Services

SFG offers a comprehensive suite of advisory services that can be tailored to meet each client’s individual needs.

Derivative / Hedging Advisory

Hedging Strategy, Product Selection,
ISDA Negotiation, Best-in-Class Execution

Bond Pricing and Financial Advisory

Tax-Exempt and Taxable Bond Offerings,
Private Placements, Credit Facilities.

Dodd-Frank Compliance

Navigate Dodd-Frank Regulatory Requirements,
ISDA Protocol Adherence, GMEI Registration.

FASB / GASB Accounting

Fair Value and MTM Valuations,
Hedge Effectiveness Testing, Financial Reporting.

ISDA Documentation Negotiation

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Expert Witness / Litigation Support

Frequent Expert on Valuation and Settlement
of Swaps, Derivatives and Municipal Bonds.

Derivative & Debt Portfolio Reporting

Customizable Valuation, Collateral,
Risk Exposure and Key Event Tracking.

Capital Market Solutions

Comprehensive Interest Rate, Credit, Commodity
and Foreign Exchange Risk Management.

Strategic Advisory

Mergers & Acquisitions, Public-Private
Partnerships (P3’s), Enterprise Valuations, Restructurings

Free Strategy Consultation