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
Transactions
Wolfe Capital Markets & Advisory - Debt Underwriting (2)
$500,000,000
Senior Notes
Co-Manager
September 2024
$800,000,000
Senior Notes
Co-Manager
June 2024
$2,350,000,000
Mortgage Board
Co-Manager
May 2024
$750,000,000
Senior Notes
Co-Manager
April 2024
$700,000,000
Senior Notes
Co-Manager
April 2024
$600,000,000
Senior Notes
Co-Manager
January 2024
$4,400,000,000
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)
$185,000,000
Common Stock
Public Offering
Joint Bookrunner
December 2024
$575,000,000
Common Stock
Public Offering
Co-Manager
September 2024
$222,750,000
Common Stock
Public Offering
Co-Manager
March 2024
$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.