Be Prepared For Tomorrow
An independent advisory firm providing expert hedging solutions and bond advisory services.
The Evercrest team has decades of experience and will be your guide in the strategy, structuring, execution, and monitoring of hedging products, including swaps, caps, and much more.
Evercrest specializes in the capital markets, providing independent third-party advice to CFOs, Treasurers, and Finance Directors on debt and derivatives.
Contact Us
info@evercrestadvisors.com
Phone: 212-837-8900
Services
Hedge Advisory and Structuring
Know your options and the associated risks and rewards. Evercrest tailors its approach to understand your hedging goals and has the tools and experience to implement a hedging strategy best suited for you.
Procurement and Execution
You should expect a flawless execution - nothing less. Whether via competitive bid or a negotiated procurement, we administer an efficient hedge procurement process that helps to achieve superior results.
Interest Rate Caps
Our bread and butter. For floating rate loans that require caps, our borrower-clients trust us to get best pricing and cap documentation that fully meets the lender’s requirements. We work hand-in-hand with lender’s counsel to make sure the process goes smoothly.
Documentation Review & Negotiation
Despite what many banks will tell you, ISDA agreements are not “standard” and should often be tweaked for your protection. Evercrest can help level the playing field when it comes to negotiating derivative documentation and loan documents.
Dodd-Frank Compliance
LEI, QFC, ECP, IRMA, QIR… The regulatory landscape is constantly evolving as it relates to compliance with over-the-counter derivatives. We can help.
Municipal Advisory Services
We serve as a Qualified Independent Representative (“QIR”) for non-ERISA “Special Entity” governmental and municipal clients, and as an Independent Registered Municipal Advisor (“IRMA) for “obligated person” borrowers that engage in tax-exempt securities and derivative products. Our team has extensive public finance experience and we serve a large volume of municipal clients, including state and local governments, other governmental entities and authorities, State Housing Finance Agencies, not-for-profit healthcare systems, higher education, cultural institutions, public power, energy cooperatives, among others.
Hedge Effectiveness Testing
Evercrest performs hedge effectiveness testing services in line with GASB 53/72 standards and ASC 815 (FAS 133) / FAS 157. All the major auditing firms are familiar with our work.
Bond Pricing Advisory
We specialize in bond pricing advisory services for negotiated bond transactions and advise on all types of debt products.
About Evercrest
Evercrest is here to serve you. Our professionals have decades of experience in the hedging markets and financial services industry. We specialize in providing best-in-class advice on hedging products for interest rates as well as commodities, such as diesel and gasoline.
Having worked with countless borrower-clients, more than a hundred different lenders, and every active hedge provider, we run a hedge procurement process that is efficient and achieves the best possible credit terms and pricing for you while minimizing the associated risks.
Get in Touch
We’d be happy to discuss your potential transaction and to answer any questions about our credentials or services.