Wolfe Capital Markets & Advisory

WCMA

Wolfe Capital Markets & Advisory is the affiliated broker-dealer of Wolfe Research. Wolfe Capital Markets & Advisory engages in debt and equity underwriting and provides clients with a wide range of corporate advisory services. Every engagement receives senior level attention, high quality execution and a commitment to the long-term interests of our clients.

Services offered include:

  • Public and private debt underwriting (1): inclusive of private placements, investment grade debt and high-yield debt. In this capacity, we are often invited into an offering for the industry expertise and sector thought leadership we bring to the underwriting team.
  • Value-added advisory services (1) to corporate issuers who are contemplating capital markets transactions, including strategic, competitive, market and financial analysis, as well as investor solicitation and targeting through Wolfe’s unparalleled institutional connectivity.
  • Specialized equity underwriting: historically, Wolfe Capital Markets & Advisory served as an underwriter on select equity transactions prior to the launch of the Alliance in July 2020. Since then, Wolfe has underwritten certain equity transactions under the Wolfe Capital Markets & Advisory brand.

(1) The Wolfe | Nomura Alliance covers equity capital markets transactions only. As such, debt underwriting and advisory services are completed outside the scope of the Alliance with Nomura.

Meet the Wolfe Capital Markets & Advisory Team

Capital Markets

Peter Ryan

Head of Capital Markets

Anton Zitz

Director, Capital Markets

Brian Tatlow

Vice President, Capital Markets

General Counsel
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Sandra Pallante

General Counsel

Transactions

Wolfe Capital Markets & Advisory - Debt Underwriting (2)

$600,000,000

Senior Notes

Co-Manager

January 2024

$500,000,000

Senior Notes

Co-Manager

November 2023

$1,300,000,000

Mortgage Bond

Co-Manager

November 2023

$1,250,000,000

Senior Notes

Co-Manager

June 2023

$900,000,000

Mortgage Bond

Co-Manager

March 2023

$2,500,000,000

Mortgage Bond

Co-Manager

February 2023

$4,000,000,000

Debentures
Public Offering

Co-Manager

June 2022

$650,000,000

Senior Notes
Public Offering

Co-Manager

February 2022

$600,000,000

Debentures
Public Offerings

Co-Manager

December 2021

$150,000,000

Term Loan B

Co-Manager

December 2021

$1,200,000,000

Mortgage Bond

Co-Manager

November 2021

$1,000,000,000

Subordinated Notes
Public Offering

Co-Manager

November 2021

$1,773,000,000

Private Placement

Co-Manager

July 2021

$3,000,000,000

Senior Notes
Public Offering

Co-Manager

June 2021

$500,000,000

Senior Notes

Co-Manager

April 2021

$1,500,000,000

Senior Notes

Co-Manager

March 2021

$300,000,000

Term Loan B

Co-Manager

March 2021

$1,650,000,000

Debentures
Public Offering

Co-Manager

February 2021

$400,000,000

Senior Notes

Co-Manager

December 2020

$250,000,000

Senior Notes

Co-Manager

December 2020

$900,000,000

Senior Notes
Public Offering

Co-Manager

December 2020

$1,800,000,000

Senior Notes

Co-Manager

November 2020

$1,000,000,000

Senior Notes

Co-Manager

August 2020

$400,000,000

Senior Notes

Co-Manager

July 2020

$500,000,000

Senior Notes
Public Offering

Advisor

June 2020

$1,600,000,000

Senior Secured First Lien Notes

Co-Manager

May 2020

$250,000,000

Senior Notes

Co-Manager

May 2020

$4,000,000,000

Senior Notes
Public Offering

Co-Manager

May 2020

$2,000,000,000

Debentures
Public Offering

Co-Manager

May 2020

$1,000,000,000

Debentures
Public Offering

Co-Manager

October 2019

$757,500,000

Subordinated Notes
Public Offering

Co-Manager

June 2019

$300,000,000

Mortgage Bond

Co-Manager

May 2019

$150,000,000

Senior Notes
Public Offering

Co-Manager

May 2019

$2,700,000,000

Debentures
Public Offering

Co-Manager

March 2019

$600,000,000

Mortgage Bond

Co-Manager

February 2019

$1,000,000,000

Private Placement

Advisor

January 2019

$400,000,000

Senior Notes
Public Offering

Co-Manager

November 2018

$300,000,000

Senior Notes
Public Offering

Co-Manager

September 2018

$700,000,000

Term Loan
Financing

Advisor

March 2018

$1,500,000,000

Financing

Advisor

January 2018

$1,000,000,000

Term Loan
Financing

Co-Manager

November 2017

$750,000,000

Floating Rate Notes
Public Offering

Co-Manager

November 2017

$550,000,000

Junior Debentures
Public Offering

Co-Manager

November 2017

$525,000,000

Term Loan B

Co-Manager

May 2017

$1,494,000,000

Financing

Advisor

January 2017

$300,000,000

Mortgage Bond

Co-Manager

January 2017

$535,000,000 $400,000,000

Financing / Private Placement

Advisor

January 2016

$1,600,000,000 €500,000,000

Sr. Unsecured Notes

Co-Manager

June 2015

$500,000,000

Senior Notes
Private Placement

Co-Manager

August 2014

(2) Wolfe Capital Markets & Advisory also serves as an underwriter on debt capital markets transactions, and these transactions are completed separate of the Alliance with Nomura.

Wolfe Capital Markets & Advisory - Equity Underwriting (3)

$198,720,000

Common Stock
Public Offering

Co-Manager

January 2024

$1,346,941,000

Common Stock
Public Offering

Co-Manager

November 2023

$305,457,534

Common Stock
Public Offering

Co-Manager

November 2023

$276,138,999

Common Stock
Public Offering

Co-Manager

September 2023

$304,031,250

Common Stock
Public Offering

Co-Manager

May 2023

$217,833,000

Common Stock
Public Offering

Co-Manager

February 2023

$999,982,500

Common Stock
Public Offering

Co-Manager

January 2023

$115,000,000

Common Stock
Public Offering

Co-Manager

October 2022

$390,320,000

Common Stock
Public Offering

Co-Manager

January 2022

$230,287,500

Common Stock
Public Offering

Co-Manager

January 2022

$306,000,000

Common Stock
Public Offering

Co-Manager

September 2021

$793,500,000

Common Stock
Public Offering

Co-Manager

June 2021

SPAC Merger

Capital Markets Advisor

March 2021

$478,400,000

Common Stock
Public Offering

Co-Manager

March 2021

$105,000,000

Preferred Stock
Public Offering

Co-Manager

March 2021

$1,043,050,000

Equity Units
Public Offering

Co-Manager

March 2021

$2,254,000,000

Common Stock
Public Offering

Co-Manager

December 2020

$510,600,000

Common Stock
Public Offering

Co-Manager

December 2020

$690,000,000

Convertible
Senior Notes

Co-Manager

December 2020

$1,913,600,000

Common Stock
Public Offering

Co-Manager

October 2020

$557,750,000

Common Stock
Public Offering

Co-Manager

September 2020

$218,845,000

Common Stock
Public Offering

Co-Manager

August 2020

$511,500,000

Sponsored ADS
Public Offering

Co-Manager

July 2020

$4,022,039,976

Common Stock
Public Offering

Co-Manager & Advisor

June 2020

$1,600,000,000

Equity Units
Public Offering

Co-Manager & Advisor

June 2020

$900,000,000

Preferred Stock
Public Offering

Co-Manager

June 2020

$396,750,000

Common Stock
Initial Public Offering

Co-Manager

June 2020

$579,351,443

Common Stock
Public Offering

Co-Manager

June 2020

$747,500,000

Convertible
Senior Notes

Co-Manager

May 2020

$230,115,000

Initial Public Offering
in U.S.

Co-Manager

February 2020

$556,600,000

Sponsored ADS
Public Offerings

Co-Manager

November 2019

$157,761,120

Sponsored ADS
Initial Public Offering

Co-Manager

October 2019

$1,633,691,148

Common Stock
Public Offering

Co-Manager

August 2019

$402,500,000

Common Stock
Public Offering

Co-Manager

July 2019

$650,000,000

Convertible
Senior Notes

Co-Manager

February 2019

$1,897,500,000

Common Stock
Public Offering

Co-Manager

September 2018

$977,500,000

Depositary Shares
Public Offering

Co-Manager

September 2018

$1,001,600,000

Sponsored ADS
Initial Public Offering

Co-Manager

September 2018

$1,748,000,000

Common Stock
Public Offering

Co-Manager

September 2018

$332,230,000

Common Stock
Initial Public Offering

Co-Manager

June 2018

$665,000,000

Common Stock
Public Offering

Co-Manager

July 2017

$550,000,000

Common Stock
Initial Public Offering

Co-Manager

April 2017

$345,000,000

Common Stock
Public Offering

Co-Manager

December 2016

$377,660,270

Common Stock
Initial Public Offering

Co-Manager

May 2015

$1,260,000,000

PIPE

Advisor

January 2015

$66,792,000

Common Stock
Public Offering

Co-Manager

November 2014

$514,745,730

Common Stock
Public Offering

Co-Manager

August 2014

$582,187,500

Common Stock
Public Offering

Co-Manager

March 2014

$431,250,000

Common Stock
Public Offering

Co-Manager

January 2014

$723,350,000

Common Stock
Public Offering

Co-Manager

November 2013

$382,950,000

Common Stock
Initial Public Offering

Co-Manager

August 2013

$204,067,500

Common Stock
Initial Public Offering

Co-Manager

April 2013

$230,000,000

Common Stock
Public Offering

Co-Manager

September 2012

$260,618,750

Equity Units
Public Offering

Co-Manager

September 2012

$872,850,000

Common Stock
Initial Public Offering

Co-Manager & Advisor

December 2010

(3) Wolfe Capital Markets & Advisory is the affiliated broker-dealer of Wolfe Research. Historically, Wolfe Capital Markets & Advisory served as an underwriter on select equity transactions prior to the launch of the Alliance in July 2020. Since then, Wolfe has underwritten certain equity transactions under the Wolfe Capital Markets & Advisory brand.

Wolfe Capital Markets & Advisory is a registered broker dealer and member of FINRA and SIPC.

WR Securities, LLC (FINRA CRD: 151850) (d/b/a Wolfe Capital Markets & Advisory) is the affiliated broker dealer of Wolfe Research, LLC.