Global Capital Markets

At WSFS Global Capital Markets, we pride ourselves on being a premium provider of global services to the leveraged loan and capital markets. As the global markets continue to evolve, we understand the importance of staying ahead and adapting to the ever-changing landscape.

Businesspeople in front of a wall map.

Why Choose WSFS Global Capital Markets?

With years of expertise and a commitment to excellence, we have built a solid reputation for delivering exceptional results and fostering long-term relationships.
Icon of a shield with a banner reading "Established 1832."

Expertise and experience

Our expertise allows us to navigate complexities and identify valuable opportunities for our Clients.
Icon of a magnifying glass with $ symbol in its lens.

Tailored solutions

We work closely to create customized solutions for all your Capital Markets transactions.
Icon of a certified document.

Transparency and integrity

We prioritize open communication, timely reporting and full compliance with regulatory requirements.

Collateralized Loan Obligation (CLO) Services

We offer unparalleled opportunities for investors seeking to maximize their returns and diversify their portfolios.

Our comprehensive range of services include:

  • CLO Structuring
  • Portfolio Management
  • Investor Distribution
  • Cashflow Forecasting
  • Investor Reporting

Loan Agency Services

We provide loan administration services for lenders, borrowers, investors and participants of bilateral, club and syndicated loans. Our administrative and collateral agent services include:

  • Administrative and collateral agent on new origination facilities.
    These facilities include:
    • first lien term loans
    • second lien term loans
    • mezzanine loans
    • debtor-in-possession financings (DIP)
    • exit loans
  • Successor administrative and collateral agent on existing loan facilities.

Project Finance

Our experienced team provides independent administrative services on project finance transactions in the infrastructure and energy markets. Structures include syndicated loans, private placements, project bonds and loan notes. Our services include:

  • Indenture Trustee
  • Paying Agent
  • Administrative Agent
  • Collateral Agent
  • Depositary Agent
  • Registrar and Transfer Agent

Investment Grade and High-Yield Debt

WSFS Global Capital Management provides Indenture Trustee, Registrar, Paying Agent and Collateral Agent services for Investment Grade and High-Yield Debt offerings.

We are a corporate trust provider without lending or securities underwriting conflicts. No matter the side of the Client or debt offering, our conflict-free status permits us to provide excellent Client focus and the ability to make quick decisions.

Our professionals have extensive experience working on secured, senior, subordinated, PIK Toggle and convertible debt offerings throughout the world.

Default and Bankruptcy

As a successor indenture trustee, we specialize in distressed and defaulted credits. Our default/bankruptcy professionals have extensive experience working with steering committees, unsecured creditor committees, borrowers and other professionals involved in restructurings and bankruptcy.

Special Purpose Entity Services

Trust us to create and manage an entity that can meet your goals and become a successful component of your planning strategy.

These services include Independent Director, Manager and Special Member Services for Special Purpose Vehicles

Learn more

Additional Services

  • Corporate Bonds
  • IPO Offerings
  • Derivatives
  • Securitization
  • Foreign Exchange

A WSFS Financial Professional Will Help You Find the Right Solution.