Deal-Contingent Hedging Solutions for M&A and Financing Events

Strategic Hedging Solutions for M&A and Financing Events

Our team supports sponsors, corporates, and lenders with deal-contingent hedge strategies tailored to complex transactions. Gain price certainty without committing notional until closing, all while meeting accounting and regulatory requirements.

Risk Management Without Execution Risk

Structure interest rate or FX hedges that only activate if your transaction closes. Avoid premature exposure or unnecessary accounting complexity while maintaining the ability to lock in favorable pricing conditions.

Pre-Close Pricing Certainty

Secure market-based pricing for key transactions before closing. We help clients capture favorable rate or FX levels while preserving optionality, enabling better deal modeling and improved stakeholder confidence.

Seamless Advisory and Execution Support

Our team partners with sponsors, corporates, and lenders to structure and execute deal-contingent hedges. We manage the details—from pricing and documentation to counterparty coordination—so your team can focus on closing the deal.

Compliance-Ready Documentation

Every hedge is aligned with your internal controls and regulatory requirements. We support proper ISDA documentation, counterparty approvals, and audit-ready reporting tied to hedge effectiveness and accounting standards.

Reduced Mark-to-Market Volatility

Avoid unnecessary balance sheet volatility by limiting hedge recognition to post-close scenarios. Deal-contingent hedges reduce the risk of unrealized P&L impact if a transaction falls through or is delayed.

Designed for Strategic Transactions

Whether you’re supporting an M&A deal, debt issuance, or asset sale, our hedging structures are built to align with your timeline, risk profile, and business objectives—with full visibility throughout the lifecycle.

Partnership-Ready for Sponsors, Corporates, and Lenders

We work across the transaction landscape, supporting private equity sponsors, strategic buyers, and lenders with tailored hedging strategies that align to their transaction goals, risk profiles, and execution timelines.

Integrated with Accounting, Treasury, and Risk Policies

Our team ensures that deal-contingent hedges fit seamlessly into your internal control framework. We align documentation and strategy with hedge accounting, treasury oversight, and regulatory compliance from day one.

"We needed a system that would reduce the time spent on a number of our front- and back-office responsibilities through automation, allowing our team to grow our business without forgoing the quality customer service."