Shattuck Hammond's approach to strategic capital planning is based upon the tenet that "business strategy drives capital strategy" and that a sound strategic plan will ensure ongoing access to capital. Therefore, we define strategic capital planning as the process of developing a long-term financial plan that assures the funding of the organization's long-term business plan, consistent with its resources and its desired risk profile.
Specifically our Strategic Capital Planning services are designed to help an organization achieve the following over the long-term:
- Establish a prudent, balanced capital structure;
- Establish and maintain a target credit profile to ensure ongoing access to capital;
- Actively manage credit and investor relations;
- Maximize long-term, tax-exempt debt portfolio and minimize aggregate cost of capital;
- Maximize cash balances and the associated "arbitrage" benefits;
- Reduce exposure to fluctuating interest rates; and
- Enhance competitive position.
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