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Service · Swap advisory & structuring

Independent interest rate swap advisory and structuring

The right swap is a question of strategy before it is a question of price. The structure, the size, the term, and the timing all shape your risk. Evercrest advises borrowers and issuers on all of it, then holds the bank to a fair, transparent number.

Overview

Strategy before price.

A swap should fit your debt and your risk tolerance, not the dealer's inventory. We start with strategy: whether to hedge, how much, for how long, and with what structure, including forward-starting swaps matched to a construction schedule. Then we run the execution. Rather than accept an all-in number, we isolate the mid from the dealer's credit charge, lock that charge before you trade, and reconcile the rate when it prints. The result is a swap that does its job, at a price you can defend to your board, your investors, or your auditors.

What's included

Strategy through documentation.

Strategy

Whether, how much, how long, what structure.

Structuring

Forward-starting swaps matched to your schedule.

Pricing

Dodd-Frank mid verification and credit-charge negotiation.

Execution oversight

Confirm the agreed rate at the moment of trade.

Documentation

ISDA and confirmation terms negotiated in your favor.

Common questions

Questions, answered.

Can you help even if the swap is with my own lender?
Yes. The mid is the mid, but the credit charge and terms are negotiable, and that is where we add value.
Do you handle forward-starting swaps?
Yes. These are core to our affordable housing and agency work.

Weighing a swap, or pricing one now?

Get a read before you sign.