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  Home  > ... About Us  > About: Investment Banking

Lancaster Pollard & Co.

Helping You Help Others - by providing independent advisory and funding services

About Lancaster Pollard & Co.

Lancaster Pollard & Co. began in 1988 as an underwriter of debt securities for senior living and long-term care providers. Over the years, we have refined and expanded our expertise to encompass the health care, senior living, and affordable housing sectors. We have grown to become one of the largest professional and support staffs in the country dedicated to serving these sectors.

Lancaster Pollard & Co provides advisory and investment banking services to our clients. Typically, our services as investment banker span all three roles of advisor, investment bank and underwriter. We develop a plan of finance, evaluate the pricing of the bond issue, develop the financing structure of the bond issue and sell securities to the investing public.

The Full Story

A core competency and service we bring to our clients is our ability to fully understand their financial and business situation and their needs, and the particular and current characteristics of the sector in which they do business. As part of our advisory service, we perform exhaustive analyses. That aspect of our work is also an integral part of each financing engagement. The key to obtaining the lowest cost of capital and most favorable terms is developing an extensive quantitative and qualitative credit profile. A well researched and articulated credit profile is instrumental in identifying all feasible funding options, delivering the lowest cost enhancement (if in the client’s best interest), negotiating the most favorable terms and generating strong demand for the bond offering.

Recommendations Based on Your Needs

Lancaster Pollard & Co. is an independent firm and has no products to sell or pressure to move a particular financial instrument. We provide unbiased recommendations to help you select the most appropriate financial option or funding structure so that you can meet your financial and business objectives – now and in the future.

Lancaster Pollard & Co. is a registered broker/dealer with the Securities & Exchange Commission and a member in good standing with the Financial Industry Regulatory Authority (FINRA), Municipal Securities Rulemaking Board (MSRB), and the Securities Investors Protection Corporation (SIPC).

 

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