Isar Financial Partners
 

We offer consulting and advisory services to our clients whom include financial institutions and corporates such as:

 

• Banks

• Insurance and reinsurance companies

• Pension funds and trusts

• Open- and close-ended mutual funds

• Hedge and specialty funds

• Real estate companies and REITs

• Leasing companies

• Factoring and trade-finance companies

• Large to mid-sized corporates

• FinTech companies and other start-ups.

 

Client objectives we cover some or all of the following stages:

​

• Research

• Feasibility studies

• Strategic and management advice

• Management advice as to mergers & acquisitions

• Risk management advice

• Advice on equity and debt capital placement and refinancing

• Transaction implementation. 

​

Typical corporate finance instruments involved are:

​

• All types of long- to short-term, secured or unsecured instruments in the public or private debt markets (perpetuals, long-term bonds, medium-term notes, off-balance-sheet transactions such as securitisation, securitised loans ("Schuldscheindarlehen"), syndicated and bilateral loans, short-term debt such as commercial paper and trade bills)

• Mezzanine and subordinated debt and preferred equity

• Equity and equity-linked instruments

• Credit replacing instruments, such as leasing, factoring and forfaiting

• Derivatives on debt, equity, foreign currencies, inflation and other indices whether outright or embedded into other instruments

​

While our consulting approach is client centred, Isar Financial Partners may also invest and manage its own funds as an equity, mezzanine or debt investor on an at-arms-lengths and mutually agreed basis.  

​