Evercrest Advisors

Evercrest Advisors is a leading independent advisory firm specializing in providing expert hedging solutions and comprehensive bond advisory services. With a strong focus on delivering tailored strategies, Evercrest Advisors caters to a diverse clientele, including state and local governmental entities, higher education and cultural institutions, hospitals, real estate managers, investors, developers, and other corporate entities.

Evercrest Advisors, as a registered municipal advisor with both the MSRB and SEC, acts as an Independent Registered Municipal Advisor (IRMA) for numerous clients and serves as a Qualified Independent Representative (QIR) for governmental and municipal clients. Within the real estate sector, Evercrest stands out as a top hedging advisor, supporting the nation’s largest developers, property managers, REITs, mortgage banking companies, and Subchapter C corporations with real estate activities. Evercrest Advisors' commitment is to provide unparalleled advisory services through competitive bids and expert swap negotiations with all major swap/cap dealers.

Evercrest Advisors offers a comprehensive suite of primary services, including advising clients on the structuring, pricing, execution, and ongoing monitoring of derivative positions, such as hedges on interest rates, currencies, and commodities. Evercrest assists clients in navigating through the Dodd-Frank/CFTC regulations for over-the-counter derivatives, reviewing and negotiating ISDA swap documentation, and advising on all types of debt offerings. The team also excels in assisting in the solicitation, evaluation, and negotiation of proposals from underwriters, bank direct loan lenders, and credit facility providers. We invite the manager of Evercrest Advisors to create a customized and exclusive company showcase and product listing on our platform to further enhance your market presence.