Credit & Derivative Facilities
Aligning with Industry Standards
A family office asked us to review their credit and derivative facilities with a major bulge bracket bank.
Aligning Oil and Gas / E&P Companies' Needs
An oil and gas company wanted to set competitive pricing on commodity hedging trades, but its credit facility restricted collateralized derivative facilities to be only with that same bank.
Representing Family Offices' Risk in Collateral Allocation
A private client with a family office wanted a credit line, without providing a personal guarantee, as the clients’ net worth and assets greatly exceeded the amount of the credit line or the amount under management at the subject bank.