Services


Callowhill Capital Advisors specializes in providing financial advisory and consulting services to non-profit businesses, such as higher education institutions, charter & independent schools, foundations, and religious & cultural institutions. Our professionals create customized financial plans for each individual non-profit, tailoring them to accommodate our client’s goals, needs, & concerns. Callowhill’s sole focus is on providing financial advice to non-profits, some of those services including:

 

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Financial Planning

 

Financial Planning

Callowhill works extensively with our clients to create an independent assessment of their existing capital structure, either in conjunction with, or independent of, strategic planning for future capital needs. We conduct a comprehensive and holistic review of our client’s finances, examining credit positions, debt mix, covenant structure, capital sources, and use of derivatives, in order to identify both risk exposures, as well as restructuring opportunities.

 

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Transaction Management

 

Transaction Management

Most non-profit organizations find that their internal resources are limited in effectively managing a debt issuance. Issuers engage Callowhill as their financial advisor to bring technical transaction proficiency and creative ideas to the table. Callowhill assists it’s clients in transaction management by outlining a plan of finance development and marketing strategy, performing pricing consultations and bond document reviews, and transaction “quarterbacking”.

 

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Swap & Investment Advisory

 

Swap & Investment advisory

Callowhill is skilled in structuring, negotiating and independently pricing a broad range of interest rate derivative and financial instruments. Our experience includes advising on the execution of new swaps, assignments and novations, terminations, and restructurings for singular, matched-hedges to complex hedging programs and portfolios.

 

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Ongoing Strategic Capital Advisory

 

ongoing strategic capital advisory

Increasingly, our clients find the need for a retained long-term strategic capital planning advisor. Generally, activities involve ongoing portfolio review, strategic capital planning, modeling, pro forma development, policy development, project evaluation, and credit rating management.