Swap Consulting

Since the firm's inception in 1986, CDR has served as financial derivatives consultant on hundreds of transactions including interest rate swaps, interest rate caps, interest rate floors, total return swaps, interest rate swaptions and other derivative instruments. CDR's portfolio of clients include large city and state municipal issuers, transportation clients, housing agencies and real estate entities among others, with a more recent expansion in the university and healthcare provider sectors.

CDR's swap consulting services cover the many facets of a derivative transaction including education, product structuring, documentation, tax/integration issues, and pricing. Our trading platform has the ability to calculate real-time mid-market levels on virtually any derivative transaction to ensure full transparency is achieved at the time of pricing. CDR takes a conservative, bottom-up approach to ensure any potential transaction is being thoroughly analyzed with respect to risks and rewards, and utilized prudently. Ultimately, we view ourselves as an extension of an issuer’s staff and always act exclusively in the best interests of our clients.