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Restricted Securities
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Stock Option Services
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Equity Services Team
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Investment Banking
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Merchant Banking
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Corporate Executive Services
Using the expertise of the Raymond James, The Oxford Group offers
a complete suite of trading-related services. Raymond James' research,
technical analysts provide daily market
letters , and each order is professionally
handled to provide quality
service and execution.
Corporate share repurchase programs
Our goal is to achieve your company's objective of repurchasing shares
without wasting capital. Objectives may range from volume targets
to lowest possible price to overall price stability. We have experience
handling orders from 1,000 to 1 million shares a day.
Block transactions
We have extensive experience handling the execution of block transactions.
The Structured Equity Products Team
The Raymond James Structured Equity Products Team provides hedging
and monetization strategies for clients with concentrated equity positions
of $1 million or more through the Equity Protection Program. Services
include:
- Monetization - Developing a plan to help you realize some or
all of the value of your investment while mitigating the negative
effects of taxation, public disclosure, forfeiture of dividends,
loss of voting rights and other benefits of ownership.
- Diversification - Formulating an approach that allows
for diversification of your investment based on your personal
financial goals, while again helping to mitigate the potential
negative effects of the process.
- Collars - Options
are not suitable for all investors These collars are constructed
using over-the-counter (OCT) options which are not actively traded.
An investor is subject to cretid risks invoiving the credit
worthiness of the counterparty to the transaction. Assistance
in hedging downside risk (typically at a level around 90%), monetizing
a large percentage of the position at below market and margin
rates, maintaining some upside exposure, deferring taxes for the
duration of the trade and/or diversifying out of a large position.
- Prepaid forwards - Using this service, you can hedge 100% of
the downside risk in the position, monetize a large percentage
of the investment on a tax-deferred basis, maintain some upside
exposure, and/or diversify out of a large position.
- Restricted stock lending - Monetizing a restricted stock position
that would otherwise not be accessible via a loan.
- Restricted stock purchase - Helping sell or transfer out of
a restricted stock position in certain situations in which those
alternatives are usually not available.
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