PARTNERS

Who do you work with in the Financial Markets?

We work with NASD Broker Dealers and Securities Counsel, that have performed multiple Bond originations, including mutual fund origination and instruments that have been adopted by large financial institutions. They include project origination, real estate, corporate debt, institutional private placements, IPOs and creative debt placement on domestic and international projects. We also utilize licensed representatives, who assist us in the advisory and selling agent process. They have completed placements for Bank of America, BB&T, Finance 500, Zions, CitiGroup, La Salle, Scudder, Barclays, and a host of others. Our outside team has a wide array of experience and licenses, including Series 7, 24, 11, 53, 4, and 63, and has worked with most bond and debt desks throughout the country. We also have solicitation capability with a Broker Dealer that has placed over $13 Billion in debt instruments. In addition, we have a close relationship that has been established with a major Real Estate and Corporate Finance Fund Manager that oversees over $6 Billion in capital. Ever changing, CPN currently has offerings exceeding $154 million in underwriting.

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