Matthews South

Matthews South

  • About Us
  • Our Solutions
    • Debt
    • Equity
    • IPO
    • Pre-IPO Financing
    • Convertible & Call Spread
      • Call Spread Unwind
      • Liability Management
    • Share Repurchases
      • Accelerated Share Repurchase (ASR)
      • Enhanced Open Market Repurchase (eOMR)
    • Capital Structure Review
  • Our Clients
    • Client List
    • Testimonials
  • Our Team
  • Video Library
  • Blog
  • Contact Us
  • Login

OUR BLOG

Are the Financing Markets Still Open? – An Update as We Head into Fall

by Bryan Goldstein | September 2, 2022 | Convertible & Call Spread, Equity, Financing, Market Review

As part of our ongoing market update series, we wanted to take a look at the current state of the convertible markets as we approach the end of summer. In this blog post, we review the recent trading and issuance dynamics of the convertible market and what that means for issuers contemplating ... >>>Read More

Are the Financing Markets Really Open? – An Examination of the US Equity, Convertible, High Yield, and Investment Grade Markets in Spring 2022

by Bryan Goldstein | June 9, 2022 | Convertible & Call Spread, Equity, Financing, Market Review

With Federal Reserve tightening and geopolitical uncertainty rising in the last few months, we have seen gains accumulated during COVID dissipate since the start of the year.  Consequently, US secondary markets have caused drastic shifts in primary issuance behavior in each of the major financing ... >>>Read More

Share Buyback 101 for Beginners

by Kristina Woodhouse | May 27, 2022 | Buyback, Equity

As a service for those who may not have prior experience with stock repurchase strategies, we provide background information on some general questions.  Why do companies do share buybacks? A share buyback is a method of capital return to shareholders. Companies may choose to repurchase ... >>>Read More

Post-IPO Financing Dynamics: How to Lay the Foundation for Successful Capital Raises

by Kristina Woodhouse | May 19, 2022 | Biotech, Equity, Financing, Healthcare, IPO, IPO Advisory, Post-IPO

In the first installment of our three-part series on the financing landscape for life sciences issuers, we covered the evolution of the typical life sciences IPO.  In this second installment, we will cover post-IPO financing dynamics and the importance of laying the foundation for successful capital ... >>>Read More

Share Repurchase Strategy: Are Pre-paid Puts Attractive in the Current Market?

by Kevin Castellano | May 2, 2022 | Buyback, Equity

CAESARS.  Dragons.  ZcallS.  YEPS.  Give derivative marketers a simple product and they will come up with a million names and a lot of dressing up. This blog post explores a simple put option sale (a.k.a. CAESARs, Dragons, ZcallS, and YEPS) and its role in a corporate share buyback plan, especially ... >>>Read More

  • « Previous Page
  • 1
  • 2
  • 3
  • 4
  • Next Page »

Categories

  • ASR
  • Biotech
  • Buyback
  • Call Spread
  • Convertible
  • Convertible & Call Spread
  • COVID-19
  • Crossover
  • eOMR
  • Equity
  • Financing
  • Healthcare
  • IPO
  • IPO Advisory
  • Market Review
  • OMR
  • Post-IPO
  • Pre-IPO
  • Software
  • SPAC

Archives

Recent Posts

  • Early Earnings Read: Share Repurchase Authorizations Resilient amid Macro Volatility
  • Strength Amid Choppiness: Q1 2025 Convertible Market Review
  • 2024 Year-End Convertible Market Review
  • Unscheduled Market Closure – Will ASRs Be Adjusted Fairly?
  • Trends in the Call Spread Market

Contact Us

To learn more about our solutions or to schedule a demo of our software, please contact us by filling out the form below, or email us at info@matthewssouth.com.






    • Matthews South LLC is a member of FINRA and SIPC
    • Brokercheck
    • © Matthews South, Inc. 2024
    • Privacy Policy
    • Additional Disclosure
    • Testimonials may not be representative of the experience of other customers and are not a guarantee of future performance or success