Lines of Business

Underwriting and Trading

SAMCO participates in billions of dollars of public finance transactions in the primary and secondary markets.

We provide securities underwriting and trading for a diverse number of public entities, including:

  • Cities and Counties
  • Higher Education Issuers
  • Independent School Districts
  • Municipal Utility, Water, Drainage and Special Districts
  • Regional Transportation Districts
  • Sales Tax and Hotel Occupancy Tax Issuers
  • Special Assessment Districts
  • State Government Issuers

Professionals:

Institutional Sales

SAMCO provides coverage of both tier-one national accounts as well as regional banks and trust departments.

We are a leading distributor in the Southwest for bank-qualified new issuances.

Professionals:

Taxable Fixed Income Trading

We are active in trading and positioning taxable fixed income securities, including U.S. Treasuries, Agencies, mortgage backed securities, collateralized mortgage obligations, corporate securities and municipal bonds.

Professionals:

Investment Banking

SAMCO’s Investment Banking practice delivers insight and objectivity along with industry expertise to the meet the strategic goals of our clients. Our experienced professionals execute customized strategies with detailed attention and a disciplined process. We provide a broad range of financial advisory solutions including mergers, acquisitions, capital formation, financial restructuring and valuation.

SAMCO’s Investment Banking practice includes:

  • Corporate Finance
  • Financial Institutions Group

Professionals:

Public Funds Management

The public funds management group specializes in investment, financial management, and banking for public entities such as counties, cities, and school districts. The principal of this group, Joan Alexander, has been actively involved with public sector banking and investments since 1984, and serves as asset servicing agent for an SEC registered money market mutual fund designed (in 1990) explicitly for investors of public funds.

Professionals:

High Yield Sales and Trading

SAMCO’s high yield sales and trading group provides market insight and acts as an intermediary to execute a range of fixed income securities, with an emphasis on special situations and bonds with less liquidity.With extensive industry experience among our professionals, the group specializes in trading and selling corporate and high yield securities, while maintaining strong institutional relationships with traditional buyers and sellers of these securities, including insurance companies, mutual funds, asset managers and hedge funds.