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Guide

Solutions that grow with your institution

Summary

As your financial institution grows, either organically or through acquisition, new challenges emerge. As the largest independent firm with decades of experience, partnering with Chatham Financial ensures your institution's healthy and continuous growth.

Chatham provides advisory and technology solutions to over 190 financial institutions throughout the United States. Many have grown with Chatham, leveraging our extensive capital markets experience, hedge accounting expertise, as well as legal and regulatory advice.

No matter your size or your team’s derivatives knowledge, Chatham's experts and technology offer solutions to help you achieve your growth goals.

  • Balance sheet strategies. Treasury teams count on Chatham to develop and execute accounting friendly hedging strategies that best meet their ALM objectives.

  • Hedge accounting. Chatham’s team of hedge accountants, many from Big Four accounting firms or the FASB, can help institutions navigate the new accounting standard.

  • Borrower-facing swaps. Institutions partner with Chatham to launch and grow successful borrower-facing swap programs, helping them win long-term fixed-rate deals.

  • Regulatory compliance. Institutions use Chatham’s derivative compliance services for hedging, risk management, and individual project assessment.

Your industry, inside and out

We work with over 190 financial institutions, and we know your industry inside and out. Whether we’re helping facilitate a borrower-facing swap program, offering strategic advice on balance sheet risk management, or helping you manage Dodd-Frank and other regulatory obligations—we’ve got the knowledge and the know-how to help you make the right next move.

With you, today and tomorrow

You want to protect your margin. Optimize your balance sheet. Grow your business. And you’re looking for a financial risk management partner who can keep up with your customer’s demands. We work with all types of institutions, from community banks and credit unions to larger regional banks. This wide range of experience means that we not only know how to meet your needs right now — but we will continue to support you as your organization evolves.

Flexing to fit your needs

At Chatham, we don’t offer one-size-fits-all answers. Instead, we implement integrated solutions, tailoring our focus on advisory and technology in order to meet the needs and goals of your financial institution now and into the future.


Ready to talk?

Contact Chatham today to get started.


Disclaimers

Chatham Hedging Advisors, LLC (CHA) is a subsidiary of Chatham Financial Corp. and provides hedge advisory, accounting and execution services related to swap transactions in the United States. CHA is registered with the Commodity Futures Trading Commission (CFTC) as a commodity trading advisor and is a member of the National Futures Association (NFA); however, neither the CFTC nor the NFA have passed upon the merits of participating in any advisory services offered by CHA. For further information, please visit chathamfinancial.com/legal-notices.

Transactions in over-the-counter derivatives (or “swaps”) have significant risks, including, but not limited to, substantial risk of loss. You should consult your own business, legal, tax and accounting advisers with respect to proposed swap transaction and you should refrain from entering into any swap transaction unless you have fully understood the terms and risks of the transaction, including the extent of your potential risk of loss. This material has been prepared by a sales or trading employee or agent of Chatham Hedging Advisors and could be deemed a solicitation for entering into a derivatives transaction. This material is not a research report prepared by Chatham Hedging Advisors. If you are not an experienced user of the derivatives markets, capable of making independent trading decisions, then you should not rely solely on this communication in making trading decisions. All rights reserved.

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