Services

Financial Services companies

Debt & Rating Advisory

Services

Deloitte is particularly well positioned to advise and support financial services companies seeking improve positioning towards the capital market, regulators and rating agencies, through its deep insight into capital markets and excellent understanding of rating agencies.

Our debt & rating advisory services tailored to support the CEO, CFO, Controller, Treasurer and Investor Relations Manager cover:

  • Advice on all aspects of the rating process covering indicative rating evaluations and first-time ratings
  • Support of in-house credit analysis departments to drive compliance with regulatory requirements
  • Development of a resonating credit / equity story and documentation for investors and rating agencies
  • Advice on debt investor interactions up to dedicated road-show support
  • Support on the ongoing rating agency interaction and preparation of comprehensive credit rating documentation
  • Advice on achieving a sustainable mix of capital allocation balancing shareholder and bondholder requirements
     
financial services